U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The āBigā 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 Tencentā¦
Ā āItās necessary for developers to learn to get along with [subscription services] ...When seeking a partner for this, itās important to find...
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U.S. Equity Sector Rankings
A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking betterthan average-weighted (or equal-weighted),...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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