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Research Type: Fundamental
Oil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names
Research, Fundamental
Oil & gas producers have filed their 2022 annual reports...
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Generative AI Outlook
Video, Fundamental
Generative AI has experienced unprecedented popularity...
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PNC: King of the Super-Regional Banks
Research, Fundamental
We believe PNC’s highly diversified business model...
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Sector Watch: Q2 2023 EPS Outlook
Research, Fundamental
The second quarter 2023 earnings reporting period is about to get underway.
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China’s New Energy Vehicles: Diverging Export Outlook Within the Industry
Research, Fundamental
The domestic sales volume growth of China’s new energy...
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CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold
Research, Fundamental
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
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EMEA Oil & Gas Equipment & Services: The Scarcity Advantage
Research, Fundamental
Saudi and OPEC+ commitments to production cuts...
Read moreUpstream Energy Review: Choppy Waters Ahead
Video, Fundamental
The energy sector has been experiencing profound transformations this...
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Semiconductors: The Four Horsemen of AI
Research, Fundamental
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities
Research, Fundamental
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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