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Financial & Policy Research Insights
Research Type: Fundamental
Electrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds
Fundamental, Research, Video
Jonathan Sakraida, Senior Equity Research Analyst at CFRA, provides a comprehensive 12-month outlook...
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Financials: Consumer Finance Outlook
Fundamental, Research, Video
The consumer finance sector has outperformed the S&P 500 over the past year, with credit quality..
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Health Care Equipment & Supplies: Solventum STARS Initiation
Fundamental, Research
On October 14, coverage was initiated for Solventum Corporation (SOLV) with...
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Insurance: Q3 Property-Casualty Insurance Earnings Preview and Hurricane Update
Fundamental, Research
Third quarter earnings for property-casualty insurers have begun, with key focus areas including premium...
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Assessing LLY’s Competition in the Obesity Space and New
Fundamental, Research
The obesity therapy market is rapidly growing, particularly following Eli Lilly and Novo Nordisk’s success with GLP-1 drugs.
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Regional Banks: Prepare for Liftoff
Fundamental, Research
Regional bank earnings are expected to rebound by over 10% in 2025 due to falling interest rates...
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China Equity Strategy: Turning Less Bearish
Fundamental, Research
On September 24, 2024, China announced measures to support the stock market, including interest rate cuts...
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TSLA: Robotaxi Day Preview
Fundamental, Research
TSLA shares have surged ahead of the company's upcoming Robotaxi Day on October 10...
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Advanced Semiconductor Packaging: Driving Moore’s Law and AI Innovation
Fundamental, Research
Advanced packaging technology is vital for enhancing semiconductor performance, especially for AI.
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Energy: Gulf Coast Natural Gas May Induce Heartburn
Fundamental, Research
The outlook for natural gas pricing is pessimistic in the near term, especially for key...
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