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Company Analysis / Equity
- Steel and Aluminum Tariffs Levied on Canada, Mexico, and EU; Raising U.S. Price Decks and FVEs by Morningstar
- Steel and Aluminum Tariffs Levied on Canada, Mexico, and EU; Raising U.S. Price Decks and FVEs by Morningstar
- Steel and Aluminum Tariffs Levied on Canada, Mexico, and EU; Raising U.S. Price Decks and FVEs by Morningstar
- Uptick in Commodity Costs Slow No-Moat EnerSys; Maintaining Our $79 FVE by Morningstar
- Lululemon Drives Impressive Top-Line Growth in 1Q, but Shares Remain Expensive by Morningstar
- Athenahealth succeeds in the small and midsize provider niche but struggles to move upstream. by Morningstar
- Microchip Ready to Take a Scalpel to the Microsemi Business; Maintain $112 FVE, Shares Undervalued by Morningstar
- Workday’s ERP dominance is far from a certainty, but Oracle and SAP should be put on notice. by Morningstar
- Workday’s ERP dominance is far from a certainty, but Oracle and SAP should be put on notice. by Morningstar
- MOSL: AEGIS LOGISTICS (Buy)- EBITDA below estimate-Haldia ramp-up on track by Motilal Oswal
- MOSL: KNR CONSTRUCTION (Buy)-Performance beat driven by better-than-expected execution by Motilal Oswal
- MOSL: TATA MOTORS (Buy)-Stress Test-How low can the stock price go? by Motilal Oswal
- MOSL: Morning India (1/June/18): 1. EcoScope: GDP growth picks up sharply in 4QFY18; 2. Tata Motors; 3. SAIL; 4. Aegis Logistics; 5. Blue Star; 6. CG Power & Inds; 7. KNR Const by Motilal Oswal
- Hathway Cable & Datacom's Q4FY18 results (Neutral) - Strength in Broadband but industry might get extremely competitive… by IDFC Securities
- CG Power & Industrial Solutions' Q4FY18 results (Underperformer) - Sale of Hungary biz delayed further by IDFC Securities
- Margin Worries in 1Q Create a Buying Opportunity in Narrow-Moat Dollar Tree Shares by Morningstar
- Pakistan Comp Sheet (Jun 1, 2018) by Topline Securities Limited
- CIS Market Daily - June 1, 2018 by Sberbank
- Nava Bharat Ventures' Q4FY18 results (Outperformer) - Strong quarter; Maamba operating at full throttle by IDFC Securities
- Domino’s Pizza’s Japanese Business Was Left Out in the Cold, but Long-Term Story Intact by Morningstar
- Samsonite builds a strong investment case through its multibrand strategy. by Morningstar
- Lower steel prices after 2018 will weigh on U.S. Steel's profits. by Morningstar
- AKD STOCK SMART by AKD Securities Limited
- Raising Our BlueScope FVE to AUD 8.70 With Steel Tariffs on Canada, Mexico, and EU by Morningstar
- We expect Schnitzer's operating margins to contract through 2022. by Morningstar
- Steel and Aluminum Tariffs Levied on Canada, Mexico, and EU; Raising U.S. Price Decks and FVEs by Morningstar
- Steel and Aluminum Tariffs Levied on Canada, Mexico, and EU; Raising U.S. Price Decks and FVEs by Morningstar
- Cooper's expanded product portfolio supports a narrow moat. by Morningstar
- Costco's Solid 3Q Results a Testament to Its Leading Competitive Edge; Shares Rich by Morningstar
- ENS’ steady long-term outlook and focus on niche markets drive solid ROICs. by Morningstar
- A solid yield, underpinned by regulated cash flow and sound balance sheet, is attractive. by Morningstar
- Mitsui Fudosan benefits from urban migration, but population decline poses a long-term challenge. by Morningstar
- Marvell's Core Segments Perform Solidly in 1Q; Shares Remain Overvalued by Morningstar
- MOSL: SAIL (Upgrade to Neutral)-Op. performance continues improving led by demand tailwind; Raising estimates by Motilal Oswal
- MOSL: CG POWER AND INDUSTRIAL (Neutral)-Results exceed estimates-funding of subsidiary loss continues by Motilal Oswal
- MOSL: ECOSCOPE-GDP growth picks up sharply in 4QFY18; Expect sub-7% growth in FY19 by Motilal Oswal
- MOSL: BLUE STAR (Neutral)-Unseasonal rain hurts 1QFY19 room AC sales; Industry likely to grow 15% in FY19 by Motilal Oswal
- ONGC's Q4FY18 results (Outperformer) - Q4 a miss, but strong profitability ahead by IDFC Securities
- Narayana Healthcare's Q4FY18 results (Downgrade to Neutral) - Profitability hit by new hospital losses by IDFC Securities
- Pakistan Market: May’18: Steep decline on political overhang by Intermarket Securities Limited
- The balance sheet is repaired and BlueScope is stabilised, but significant optimism is priced in. by Morningstar
- Pakistan Market_May’18 Review & Outlook by AKD Securities Limited
- CIS Market Daily - 1 Ð¸ÑŽÐ½Ñ 2018 by Sberbank
- The Market Today - 1 June 2018 by Vetiva Capital Management
- Star Expands Partnership with Queen’s Wharf Partners, Raises Equity, and Lifts Dividend Payout Ratio by Morningstar
- Decelerating Growth & EBIT Contraction Setting Up Unfavorably for the Equity by Quo Vadis Capital
- AK Steel's profits will decline after 2018 as steel prices and light-vehicle production decline. by Morningstar
- Improving construction activity across the U.S. Sun Belt will support CMC's shipment volume. by Morningstar
- A gradual contraction in metal margins will drive lower profits for Nucor over the long term. by Morningstar
- We forecast a material profit decline after 2018 for Steel Dynamics as metal margins contract. by Morningstar