This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded...
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By Adila McHich, Cameron Liao, Elizabeth Hui and Paul Wightman At a Glance From natural gas supply and demand dynamics to OPEC+ decisions, heightened...
By Siddharth Kothari, Economist, IMF Asia and Pacific Department | Diego Cerdeiro, Economist at IMF, Regional Studies division of the Asia and Pacific Department...
By Eric Winograd, Adriaan du Toit, Katrina Butt, Armando Armenta, Markus Schneider The Macro Picture Last quarter we highlighted the resilience of the global...
Swedish telecommunications giant, Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) faces a challenging landscape with a 10% YoY sales drop, a net loss, and ongoing negative cash...
Since my last article on Under Armour (UAA) (NYSE:UA) written in June, titled “Finding Hope Amidst Under Armour’s Challenging Outlook,” as I predicted, the...
Photronics, Inc. (NASDAQ:PLAB) is a global player operating in the semiconductor and LCD screen market. It enjoys good financial ratings, in particular Revenue and...
Thesis Match Group, Inc. (NASDAQ:MTCH) holds a dominant position in the online dating industry, holding a large share of the global dating user base...
Investment thesis Our current investment thesis is: PRFT is a high-quality business with good scope to achieve MSD/HSD growth in the coming years, as...
Investment Summary The carve-out of Embecta Corp. (NASDAQ:EMBC) from Becton, Dickinson (BDX) in April last year has failed to materialize a gain in shareholder...