Primer: Premium Brands Holdings (PBH CN) - May 2026
Acquisitive Growth Model Drives Top-Line Expansion: Premium Brands has a long and successful history of growing revenue through the acquisition...
85 Views
PBH: 3QFY26 EPS in Line; Clear Eyes Capacity Constraints Easing
PBH reported 3QFY26 adjusted EPS of $1.14 versus $1.22 in 3QFY25, down 6.6% and in line with our $1.14 estimate, which was also FactSet consensus.
113 Views
MSCI ACWI Uptrend Break; Defensives to Shine; Ideas in Staples, Health Care, Telecomm, Utilities
$93 on $ACWI has proven to be rock-solid resistance, and it now displays a 4.5-month uptrend violation signaling the pullback has officially begun....
551 Views
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
330 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
517 Views