Integra Indocabinet Tbk PT (WOOD IJ) - Flatpack Wonder - On the Ground in J-Town
It is a good feeling to discover an Indonesian company, which is an industry leader with a strong brand, has a high-quality customer base, a...
614 Views
Costco Wholesale (COST): Concerns Behind First-Day Crowd in China
We believe the first-day rush is just a one-time event. We believe Costco can hardly survive the market in China. Almost supermarkets are losing...
481 Views
U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” 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...
481 Views
Visa – European Acquisition Continues to Surprise
* Smooth European Integration: Visa Europe accretion is expected to increase to high-single digits by 2020, reflecting Visa’s (V.US) repricing...
300 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
792 Views