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Company Analysis / Equity
- Assa Abloy's FY17 In Line; Channel Expansion Necessary to Push Home Smart Locks by Morningstar
- Model update: remain Neutral by Atlantic Equities
- MSCI February 2018 QIR playbook: Expect marginal rebalance with USD71mn net inflows into MENA; but notable changes in Egypt by CI Capital
- Japan Stock Market Strategy as Wall Street "Wobbles" by Pelham Smithers Associates Ltd
- We maintain our wide moat rating for Hermes but see the shares as richly valued at current levels. by Morningstar
- Q4 snap: 2018 guidance 4-6% above consensus by Atlantic Equities
- Guyana prefunded but FY18 volume guide low by Atlantic Equities
- EPS cut (2017: from € -0.11 to -0.13, 2018: from € -0.04 to -0.04) (Gaussin) by AlphaValue Corporate Services
- NTES: While Promotions Lead to Better e-Commerce and Higher Popularity of Two New Games in 4Q17, Margin Is Likely To Be Under Pressure; Maintain BUY As NTES Has Released More Games In 1Q18 by T.H. Capital
- BNP Paribas Restructuring Costs Weigh on Solid Operating Results by Morningstar
- Adjusting EPS Estimates Post-Q417 by Atlantic Equities
- Becton, Dickinson Delivers In-Line 1Q Results; Shares Trading Near Our FVE by Morningstar
- Investment Properties in China Will Power Growth for Wharf, but Other Initiatives Unclear by Morningstar
- Tsingtao’s 0.4% Volume Growth Falls Short of Our Forecast; FVE Remains at HKD 31.50 (CNY 26.50) by Morningstar
- CCB’s PPOP Growth Continued to Accelerate in the 3Q; Increasing FVE to HKD 7.50 by Morningstar
- Sands China’s FVE Maintained at HKD 39 per Share After Better-Than-Expected 4Q Results by Morningstar
- Menu, Digital, and Store Format Enhancements Position Dunkin for Accelerating Cash Flow Growth by Morningstar
- Raising Chugai FVE Following 3Q Earnings, but Shares Remain Overvalued by Morningstar
- Increased Economies of Scale Continue to Reinforce JR East's Moat Despite Recent News Flow by Morningstar
- MHI's Less Powerful Outlook Confirms Concerns, FVE Cut to JPY 4960 by Morningstar
- Sumitomo R&D may see near-term earnings growth, but long-term headwinds persist. by Morningstar
- Initiating Coverage of Kobayashi Pharmaceutical With JPY 6,900 FVE and Narrow-Moat Rating by Morningstar
- Red Electrica continues to increase earnings and dividends faster than other European utilities. by Morningstar
- Outflows Offset Market Gains in Janus Henderson's 4Q; No Change to $36 FVE by Morningstar
- Unicaja 4Q17 results: A positive surprise in NII and IFRS 9 impact by Bankinter S.A.