Ideas from Data Mining Technical Publications: Space Vehicles and Propulsion Systems
The space economy is seeing much more private sector participation. This sets up the sector for strong growth. In this report, we screen for...
272 Views
Leonardo/Hensoldt: Acquisition of Controlling Stake
On 23 April, Hensoldt closed at €15.58. Upon opening on 26 April, expect share price to increase to c. €23 per share. On an EV/Fwd EBITDA basis,...
402 Views
Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
559 Views
Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
548 Views
Singapore 19 Sept: …On Changing Nature of Satellite Tech (But Also a Chance to Debate Key Issues)
This Tuesday Singapore gets a discussion on the changing nature, deployment, cost and so much more of space data....
236 Views