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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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
541 Views
Circuit Fabology H Share Listing (9630 HK): Valuation Insights
Circuit Fabology, a leading Chinese lithography equipment manufacturer, has launched an H Share listing to raise US$414 million. In this note, I...
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U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
589 Views
Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall
With Applied Materials (AMAT US)'s  report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally....
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