Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
478 Views
ActivistTalk:Land & Buildings/Hudson's Bay Co - The Conundrum In HBC Management's Go-Private Bid
When AlphaSituations initiated coverage of this activist situation in the wake of intervention from activist fund Land & Buildings (L&B) in...
544 Views
U.S. Consumer Discretionary Sector: Complete Technical Analysis
Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector. Charts highlighted:  AMZN, NFLX, COLM, PVH,...
394 Views
Li & Fung's FVE Decreased to HKD 3.64 With Negative Moat Trend as We Transfer Coverage
We transfer coverage of Li & Fung Ltd (494 HK), retaining our no-moat rating, but changing our moat trend to negative from stable. We cut our...
286 Views
Matahari Department Store: Key Takeaways from the Call
PT Matahari Department Store (LPPF IJ)'s 3Q17 earnings call highlights continued optimism of CEO Richard Gibson, especially on the company's...
290 Views