Beyond Meat (BYND US): Margins to Improve from 2Q Lows; Buy at Bargains
Beyond Meat (BYND US) reported a 17% growth in 2Q2020 revenues vs the previous quarter despite COVID-led restrictions depleting demand from...
507 Views
TMT Corona Virus Selloff Opportunities: Amazon
We write this note as we see US futures trading down close to 5%. So...there is a good chance Amazon becomes even more attractive tomorrow....
483 Views
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...
699 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...
528 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...
371 Views