Komatsu, HCM and CAT Tactical Recovery Targets and Macro Pivot Support
We thought a technical view on these counters would help clarify where tactical rally targets come into play as well as more important macro...
631 Views
Komatsu, HCM, CAT: The Stock Punishment Does Not Match the Outlook Deterioration Crime
We have been struck by the degree of underperformance of the construction machinery names despite strong earnings performance. While the cyclical...
828 Views
New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
589 Views
Consensus Euphoria Turned to Foreboding in 2018…
Downside risks next year include a sharper than anticipated China slowdown, US protectionism and intensifying geopolitical tail risks as covered...
790 Views
Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
601 Views