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Sale of Spreads Has No Impact to Valuation; Limited Upside Remains to Unilever
Unilever's disposal of its Spreads business was executed at a valuation in line with our forecasts, and we maintain our EUR 52 fair value estimate for the Amsterdam-traded share cl...
CSCI-Textile OEM-Nameson Holdings (1982 HK)：Technological advancement drives growth - 20171218
Technological advancement drives growth
We visited V. Success, the knitted shoe upper factory in Huizhou, shortly after its acquisition having been approved.
We believe the mar...
朝 闻 香 江
ANZ Bank Starts On-Market Buyback as Surplus Capital Mounts. No change to AUD 30 FVE
As expected, wide-moat Australia and New Zealand Banking Group announced an on-market buyback to reduce a mounting capital surplus. The timing is a little earlier than expected and...
MOSL: KNR CONSTRUCTIONS (Buy)-Order inflow momentum to pick up from 4QFY18-Execution on track for major projects
KNR CONSTRUCTIONS: Order inflow momentum to pick up from 4QFY18; Execution on track for major projects(KNRC IN, Mkt Cap USD0.6b, CMP INR270, TP INR320, 19% Upside, Buy)We met the ...
P&G Backs Down From Its Staunch Objection; Appoints Peltz to Its Board; Shares a Touch Undervalued
On Dec. 15, wide-moat Procter & Gamble announced that despite the latest certified proxy results evidencing that activist investor Nelson Peltz (who owns about $3.5 billion or arou...
CSX CEO and Railroading Legend Hunter Harrison Dies; We're Maintaining Our Recently Lowered CSX FVE
CSX announced on Dec. 16 that its CEO Hunter Harrison, 73, has died. Harrison started his career as a laborer at the Frisco, and ended it after he turned around three large railroa...
Note on European Equities by VRS, December 18, 2017
Looking Ahead - The Major Factors Affecting European Equities in 2018
2017 has been a positive year for European equities as favorable fundamentals on the fronts of economic growth, corporate earnings performance, inflation dynamics and interest rates have maintained a buoyant environment in most geographic markets across the continent.
TD Ameritrade's acquistion of Scottrade has quite a bit of optionality.
The large wealth management firms that we cover should be fine regardless of whatever changes occur in the Department of Labor’s fiduciary rule for financial advisors to retirement...
Wkly Update: CTAS, LKQ, NDSN, SCL, THO, WAB, ZBRA
Estimates Raised and Earnings Reported: NDSN
Opportunity of the Week: ZBRA
News: LKQ, SCL, THO & WAB
Coming Event: CTAS
Will Digital Freight Apps Sound the Death Knell for Truck Brokers?
Digital freight-matching companies, or DFMs, such as Uber Freight have entered the asset-light truck brokerage space over the past few years. It's early in their evolution, but most DFMs hope to reinvent the truckload shipping process via highly automated mark...
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