U.S. Equity Strategy: Markets on the Mend, Still Not at Full Health
Recent market developments are encouraging and have improved the overall health of the market, which has also incrementally improved our outlook....
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Screen Holdings (7735 JP): Anticipated Recovery Largely Discounted
Screen Holding's share price has rebounded by 87% from its 52-week low at the beginning of June, a performance comparable to that of other leading...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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North American WFE Billings Trend, Analysis, & Forecast Q32019.
North American Wafer Fab Equipment (NA-WFE) monthly billings have stagnated around the $2 billion mark, roughly back to where they were two years...
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ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
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