Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year guidance / consensus and which ones are not. We first screened for names that have already achieved more than 100% of current Net Income consensus estimates.</p><p><a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank Group Corp (9984 JP)</a> tops this list having already achieved 266% of full-year consensus net income. As of 3 quarters, Softbank has achieved ¥1tn of Net Income. This is compared to…</p>

With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year guidance / consensus and which ones are not. We first screened for names that have already achieved more than 100% of current Net Income consensus estimates.Softbank Group Corp (9984 JP) tops this list having already achieved 266% of full-year consensus net income. As of 3 quarters, Softbank has achieved ¥1tn of Net Income. This is compared to…

With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....