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Research Type: Fundamental
NYCB Just Dropped 45% in Two Days. Are Regional Banks in Trouble?
Fundamental, Research
NYCB's stock price dropped by 45% to its lowest level in over...
Read moreAustralian Big Banks: Potential Upside to Net Interest Margin
Fundamental, Research
Australian big banks’ net interest margin (NIM) remains in focus following sequential weaknesses...
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Insurance: Can AI Improve Personal Lines Underwriting Profitability?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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U.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Fundamental, Research
In a difficult market for utility stocks, we believe...
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U.K. REITs Outlook for 2024
Fundamental, Research
U.K. REITs are expected to grow their FFO in 2024.
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Amazon Q4 2023 Earnings Preview: Strong Sales and More Efficiencies
Fundamental, Research
Amazon.com (AMZN) will announce Q4 2023 results on Feb 1, 2024.
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Life Science Tools and Services Q4 Earnings Preview: Low Visibility for Most in the Near Term
Fundamental, Research
LSTS companies in the US will report their Q4 2023 earnings...
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Movies & Entertainment: Prisoner’s Dilemma
Fundamental, Research
The shift from traditional networks to video streaming has been risky...
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META Platforms Q4 Preview – China and AI Supporting Ad Spend
Fundamental, Research
META Platforms Inc. (META) will release its Q4 2023 financial results...
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Lithium: Truly an Oversupplied Market in 2024?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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