It’s Not Over Yet, but Lift the Bar on Defence
A Correction and Not the End of the Cycle. In our view, the equity market sell-off in the past few weeks is a correction and a return to more...
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U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening
Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...
581 Views
Strong Sales Momentum Maintained as Operating Leverage Boosts the Bottom Line; Raising Resmed's FVE
Strong sales momentum from first-quarter fiscal 2018 continued, with narrow-moat ResMed reporting another excellent quarter, ahead of our...
248 Views
Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?
While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to...
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Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28
Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...
2.1k Views