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Research Type: Fundamental
Drug Distributors: Prescription Volumes, New Therapies Powering Higher Stock Prices
Research, Fundamental
Drug distributors MCK, COR, and CAH have been performing significantly...
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European Maritime Logistics: Overcapacity and Subdued Demand Sink Freight Rates
Research, Fundamental
Maritime logistics are grappling with a new reality characterized by plummeting market freight...
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Consumer Staples: Risks From Anti-Obesity Medications Likely Overblown
Research, Fundamental
Anti-obesity medications (AOMs), including glucagon-like peptide-1 (GLP-1) agonists...
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Amazon: $7+ EPS by 2025 Could Be the Next Catalyst
Research, Fundamental
Wall Street has historically valued AMZN shares using nontraditional relative valuation metrics.
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Research, Fundamental
Venezuela’s President Maduro recently held a referendum over potentially annexing...
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Tech Software: The Roadmap to GenAI Adoption
Video, Fundamental
Generative AI (GenAI) has gained significant market...
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Hong Kong Investment Property: Retail Is a Bright Spot Amid Dismal Office
Research, Fundamental
Hong Kong’s tourist arrivals and retail sales have picked up since...
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APAC Tobacco: Limited Contributions from Reduced-Risk Products
Research, Fundamental
Despite increased adoption of reduced-risk products (RRPs) since 2014...
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Holiday Outlook – Apparel & Footwear Retail
Video, Fundamental
American consumers have shown remarkable resilience in 2023 despite the challenges...
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Alternative Asset Management: Private Credit Soars
Research, Fundamental
The private credit market has grown exponentially, to over $1.3 trillion in 2023...
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