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Company Analysis / Equity
- INFOTEL. Relèvement de notre scénario by MidCap Partners
- DIRECT ENERGIE. Des fondamentaux toujours solides by MidCap Partners
- Baidu, with the dominant search engine in China, has been exploring artificial intelligence. by Morningstar
- Dulux Well-Placed to Continue Riding Bunnings’ Coat Tails for the Foreseeable Future by Morningstar
- Analysis of Sales, Margin & ROIC Trends by Quo Vadis Capital
- Is Private Equity - Valuation yet to reflect improving conditions by Edison Investment Research
- 2017er Zahlen von Sondereffekten geprägt, Dynamisches Wachstum und positive Skaleneffekte auf Basis vertraglicher Vereinbarungen erwartet; Kursziel und Rating unverändert by GBC AG
- Cardinal is one of the most powerful players along the pharmaceutical supply chain. by Morningstar
- Consistent Earnings Model Yields 16% EPS Growth Over the Last 20 Years by Great Lakes Review, a division of Wellington Shields & Co. LLC
- Increasing GKN’s FVE due to lower taxation and better driveline sales; shares fairly valued. by Morningstar
- AKD STOCK SMART by AKD Securities Limited
- DHL enjoying ongoing margin gains at Express and robust German parcel delivery growth. by Morningstar
- Limited organic growth will leave Federated more reliant on market gains to grow its AUM. by Morningstar
- Wide-moat Campbell snacks on Snyder's-Lance as it accelerates its portfolio shift beyond soup. by Morningstar
- The Line 3 Replacement will provide a necessary boost to cash flows. by Morningstar
- Premier Investments experiences a tough domestic market, with international expansion a focal point. by Morningstar
- Widening network effect justifies MercadoLibre's shipping/loyalty investments with Amazon lurking. by Morningstar
- Luxottica continues to expand with increased investment in technology, retail stores, and brand. by Morningstar
- Hikma's 2018 Outlook Matches Our Expectations Despite Strong Year-End Amid Competitive Landscape by Morningstar
- Comments on Roctool's 2017 results by CLEME FINANCE
- We’re Skeptical of Crown’s Fiber Investments; Lowering FVE to $77 and Cutting Moat Rating to None by Morningstar
- SBA Is Poised to Benefit From Mobile Data Growth, but Shares Are Rich; Raising FVE to $131 by Morningstar
- CK Asset Holdings' Full-Year Results in Line, Strategic Transition Firmly in Motion by Morningstar
- United Technologies Break-Up? Don’t Count on It by Morningstar
- CSCI Morning News Circular - 20180319 by CSCI
- STEF. Sur sa lancée by MidCap Partners
- Digital Media momentum continues by Atlantic Equities
- Investor Day Focuses on Brambles’ Core Pooling Businesses, Defending its Wide Moat by Morningstar
- Q417 Snap - FY18 investment catch-up by Atlantic Equities
- HarbourVest Global Private Equity - Accessing global megatrends in private markets by Edison Investment Research
- Petrobras Earnings Take Hit on Settlement, but Operationally Firm Remains on Track by Morningstar
- Burford Capital (BUR): Outstanding results provide more positive evidence by Hardman & Co
- We're concerned about wholesalers expanding own-retail channels to the detriment of William Demant. by Morningstar
- Maintaining Our FVE, as Tiffany Focuses on Newness, Creative Marketing, Store Revamp, Omnichannel by Morningstar
- Slightly Increasing Tenaris FVE on Updated Outlook; Company Looks Very Overvalued by Morningstar
- Surging Coal Prices Drove Nationwide Net Losses for Coal-Fired IPPs in 4Q by Morningstar
- Weekly Market Wrap - 16 March 2018 by Vetiva Capital Management
- Weekly Update: CTAS, GNTX, LECO, MATW, MTD, NEOG, POL, SMG, SCL, TDG, WAB, ZBRA by Great Lakes Review, a division of Wellington Shields & Co. LLC
- Ongoing investments, organic growth and market gains should drive AMG's managed assets higher. by Morningstar
- Enbridge Energy Partners Hit Hard by the FERC Announcement; We Still See 30% Upside by Morningstar
- Edison's Near-Term Outlook Turns Cloudy Due to Regulatory Delays and Policy Discussions by Morningstar
- Dollar General Focuses Efforts on Driving Traffic; Shares Fairly Valued by Morningstar
- No-Moat ALS’ AUD 3.50 FVE Unchanged. by Morningstar
- Initiating Coverage on Roctool by CLEME FINANCE
- Wesfarmers’s Demerging of Coles Has Positives, But our DCF-Based FVE Is Unmoved by Morningstar
- American Tower Is Poised to Benefit From Mobile Data Growth; FVE to $145 Leaves Shares Fairly Valued by Morningstar
- Altice Reported 2017 Results a Bit Ahead of Our Expectation; Maintaining FVE; Shares Undervalued by Morningstar
- Toys 'R' Us Liquidation Creates Near-Term Headwind for Mattel and Hasbro, Long-Term Thesis Intact by Morningstar
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- CSCI-Telecommunications-China Unicom (762 HK)：A new chapter unravelling - 20180316 by CSCI