Semiconductor WFE. Going From Strength To Strength.
Semiconductor WFE revenues grew by around 20% in 2020. We expect similar, if not stronger, growth in 2021. Here's why we see the sector going from...
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U.S. Equity Strategy: Downgrading Manufacturing & Transports
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Health Care, Manufacturing, and Technology
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Circuit Fabology H Share Listing (9630 HK): Trading Debut
Circuit Fabology priced its H Share at HK$252.73, raising HK$3,245 million (US$414 million) in gross proceeds. The international oversubscription...
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U. S. Equity Strategy: Status Quo: Bullish Outlook Intact
Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...
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