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Research Type: Fundamental

Investment Banks: Cleared for Takeoff in 2024

Investment Banks: Cleared for Takeoff in 2024

Fundamental, Research
We see investment banks outperforming in 2024, with a recovery in capital market activity underway.
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Asia Semi Foundry: Diverging Long-Term Outlook Within the Industry

Asia Semi Foundry: Diverging Long-Term Outlook Within the Industry

Fundamental, Research
The semiconductor industry has recovered well after the 2022- 2023 downturn.
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Maersk: Sailor Takes Warning Despite Soaring Rates

Maersk: Sailor Takes Warning Despite Soaring Rates

Fundamental, Research
Recent disruptions in the Red Sea and vessel-restricting Panama Canal...
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Vertiv: A Pick-and-Shovel Play on Generative AI

Vertiv: A Pick-and-Shovel Play on Generative AI

Fundamental, Research
We rate Vertiv Holdings Co (VRT) Strong Buy and see its shares rising...
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European Pharma: Growth Picks Up as Comparison Base Gets Easier

European Pharma: Growth Picks Up as Comparison Base Gets Easier

Fundamental, Research
We forecast sector revenue and core EPS to grow by 6.3% and 6.2% in 2024, respectively...
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The Importance of Sector Outlooks

The Importance of Sector Outlooks

Case Study, Fundamental
CFRA has been providing and tracking actionable sector outlooks for nearly 30 years.
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Analyst Video: NYCB Just Dropped 45% in Two Days.

Analyst Video: NYCB Just Dropped 45% in Two Days.

Fundamental, Research, Video
CFRA Senior Equity Analyst Zander Yokum looks at NYCB...
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Autos: Why Aren’t U.S. Consumers Sold on EVs?

Autos: Why Aren’t U.S. Consumers Sold on EVs?

Fundamental, Research, Video
In 2023, sales of electric vehicles (EVs) in the US increased by...
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European Materials: Growth and Sustainability in Syensqo

European Materials: Growth and Sustainability in Syensqo

Fundamental, Research
Solvay spun off its specialty chemicals business into Syensqo in a bid to unlock the...
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U.S. Banking State of Affairs – What a Difference a Year Makes!

U.S. Banking State of Affairs – What a Difference a Year Makes!

Fundamental, Policy, Webinar
Looking ahead to 2024, CFRA banking analysts will examine the Federal Reserve's pivot from...
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