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China cpi down -0.3% yoy, first negative since 2021
China’s CPI for July registered a drop of -0.3% yoy, marking its first decline since February 2021. Although this result is slightly better than the...
August 9, 2023, 3:11 am
Staar surgical: economic realities beginning to surface, reiterate hold
STAAR Surgical Company's Q2 FY'23 earnings missed consensus estimates. The key revenue driver for STAA is its Implantable Collamer Lenses, which saw a...
August 9, 2023, 2:36 am
China's cpi mom +0.2% vs -0.1% expected. yoy -0.3% vs -0.4% last expected
Prior month CPI yoy 0.0%Prior month CPI MoM -0.2%China CPI MoM for July 0.2% vs -0.1% expectedChina CPI...
August 9, 2023, 1:31 am
Booz allen hamilton: a federal contractor with high valuation, worth holding
Booz Allen Hamilton Holding earns a hold rating, in line with the Seeking Alpha quant system. Positives: net income...
August 9, 2023, 1:08 am
New zealand electronic retail sales mom for july 0.0% vs 1.0% last month
Prior month 1.0% MoM and 4.2% YoYElectronic retail sales MoM comes in at 0.0% lower than last month 0.9% (revised from 1.0%)Electronic retail sales
August 8, 2023, 10:45 pm
China’s exports down -14.5% yoy in jul, shipments to asean down -21.4% yoy
July saw a sharper-than-expected contraction in China’s exports, with decline of -14.5% yoy to USD 28...
August 8, 2023, 5:34 am
Japan’s wages growth and household spending miss expectations, supports ultra-loose boj
Today’s wage growth data out of Japan came in softer than anticipated, reinforcing BoJ’s position towards maintaining its ultra-loose monetary str...
August 8, 2023, 4:41 am
China trade balance for july usd 80.6 billion versus expected usd 70.6 billion
China trade balance USD comes in at 80.6 billion versus expected 70.6 billion. Previous 70.62 billionExports y...
August 8, 2023, 3:11 am
Japan household yoy spending for june -4.2% vs -4.1% estimate
Prior month -4.0%Household Spending -4.2% vs. -4.1% estimateHousehold Spending +0.9% vs. 0.3% estimateThe gain of 0.9% for the month is a welcome numb...
August 7, 2023, 11:30 pm
Uk brc retail sales monitor for july 1.8% versus 3.0% expected.
British Retail Consortium data for July 2023:Like for like sales 1.8% yoy vs 3.0% expected. Prior month...
August 7, 2023, 11:01 pm
Hasbro's position as a toymaking leader will be reinforced by streamlining efforts
Hasbro has achieved a 10% yoy decline in net revenues and a net loss of -$235mn in the past quarter. Th...
August 7, 2023, 4:18 am
Bank of new york mellon: 5 reasons for its upgrade to strong buy
Bank of New York Mellon gets a strong buy rating today, slightly more bullish than the buy rating consensus from Wall Street & Seeking Alpha. Positive...
August 7, 2023, 1:14 am
Banco santander: poised to outperform - here is why
Santander has performed well with a 7-8% RoR since February, just below the S&P Global average. The company's 1H23 results show strong performance wit...
August 7, 2023, 12:14 am
The major economic releases this week include us cpi inflation
The economic calendar is a bit light but will be highlighted by the US CPI data on Thursday. The sharp falls due to calendar effects have run its cour...
August 6, 2023, 9:05 pm
Biomarin: q2 2023 confirmed my bullish view
BioMarin's 2Q23 revenue rose 12% yoy to $595 million, with adjusted EBITDA at $135 million. Revenues of...
August 5, 2023, 3:01 pm
Ypf sociedad anónima: a speculative trend play with record profits, low multiples, and deleveraging
YPF's net margin is at a record high since 2014, while net debt has fallen 36% to $6.31b. The company's P/S, P/B, and EV/EBITDA multiples are all near...
August 4, 2023, 5:29 pm
Barrett business services: business resilience, cheap valuation, and solid buybacks
Barrett Business Services, Inc. provides business management solutions to small and mid-sized companies in the USA. The company's staffing business de...
August 4, 2023, 4:36 pm
Canada employment down -6.4k in jul, unemployment rate rose to 5.5%
Canada employment fell -6.4k in July, below expectation of 15.5k growth. Unemployment rate rose from 5.4% to 5.5%, matched expectations, and marked th...
August 4, 2023, 12:43 pm
Mid-america apartment communities: attractively priced with a fortress balance sheet
Mid-America Apartment Communities is a Sunbelt multifamily pure-play. The company has one of the best balance sheets of all REITs and has seen a treme...
August 4, 2023, 3:05 am
Tesco: limited near term catalyst, neutral
Tesco's performance has been lacklustre, with its stock price declining 13% over three years compared to its peers. The company had a strong start to ...
August 3, 2023, 10:39 pm
