U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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U.S. Equity Strategy:Â Market in Wait-And-See Mode; Upgrading Tech
The S&P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental...
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U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The âBigâ rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
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Qualtrics IPO Preview: Valuation Analysis
Our base case EV for Qualtrics is US$5.2 billion. This is derived from our estimated sales of US$401.4 million in 2018 using an EV/Sales multiple...
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Social Gaming and Esports Upside for TencentâŚ
 âItâs necessary for developers to learn to get along with [subscription services] ...When seeking a partner for this, itâs important to find...
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