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Research Type: Fundamental
Data Center REITs: A Differentiated Play on AI
Fundamental, Research, Video
The release of ChatGPT in late 2022 pushed the markets into an AI...
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Global U.S. Banks: Q4 2023 Earnings Preview
Fundamental, Research
Global US banks may have weak Q4 comps.
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2024 Technology Hardware/Storage Outlook
Fundamental, Research
The technology hardware industry has faced numerous challenges in the...
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Drug Distributors: Prescription Volumes, New Therapies Powering Higher Stock Prices
Fundamental, Research
Drug distributors MCK, COR, and CAH have been performing significantly...
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European Maritime Logistics: Overcapacity and Subdued Demand Sink Freight Rates
Fundamental, Research
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
Fundamental, Research
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
Fundamental, Research
Wall Street has historically valued AMZN shares using nontraditional relative valuation metrics.
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Energy: Venezuela Eyes Exxon Mobil’s Crown Jewel
Fundamental, Research
Venezuela’s President Maduro recently held a referendum over potentially annexing...
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Tech Software: The Roadmap to GenAI Adoption
Fundamental, Video
Generative AI (GenAI) has gained significant market...
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Hong Kong Investment Property: Retail Is a Bright Spot Amid Dismal Office
Fundamental, Research
Hong Kong’s tourist arrivals and retail sales have picked up since...
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