This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
This article was written by Follow Power Hedge has been covering both traditional and renewable energy since 2010. He targets primarily international companies of...
Investment Thesis Darden Restaurants Inc (NYSE:DRI) is expected to sustain its strong growth trajectory helped by market share gains, price increases, and eventual stabilization...
NIO (NYSE:NIO) found a new anchor investor last week when it secured a $738.5M investment from the Abu Dhabi government. The investment deal follows...
Investment Thesis PulteGroup, Inc (NYSE:PHM) is a cyclical company. During the latest Housing Starts cycle from 2005 to 2022 (peak-to-peak), there was hardly any...
The relative outperformance of Singaporean equities relative to its ASEAN peers this year has been a surprise, given the lack of macro tailwinds. The...
Thesis Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set...
Germany’s latest Q1 GDP data revision confirmed what many had long anticipated – the economy had already entered a technical recession (albeit a shallow...