U.S. Equity Strategy:Â Upgrading Utilities; Downgrading Manufacturing
The U.S. market continues to flash mixed signals, most recently Utilities have shown a big climb in our relative strength rankings. Given mixed...
423 Views
Lines in the Sand: Rapid Growth, Looming Consolidation, and New Investment Options
Electronic Materials: Soaring Growth, Looming Consolidation, and New Investment VehiclesInvestors are instinctively on the hunt for well-run...
375 Views
JX Advanced Metals (5016 JP) – Smelting Cuts Reinforce Materials Pivot
​JX Advanced Metals to cut copper production by 5-8% in FY25 due to low margins, focusing on rare-metal recovery and semiconductor materials.
693 Views
Weekly Update (Qnity, MEDXF, STRZ, UNTC)
Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.
377 Views
Entegris Inc.: Initiation Of Coverage- Adapting to Industry Demand Trends to Capture Growth Opportunities In The Market!
Entegris demonstrated a mixed financial performance in the second quarter of 2025, characterized by a moderate revenue increase of 2%...
281 Views