Upper End of Legrand's Midterm Targets Are in Reach, but Rely on Data Center Demand and Acquisitions
For data centers, Legrand works directly with the design teams of hyperscalers and major co-locators to ensure product specification and compatibility. Legrand’s push-pull strategy reinforces its ...
The undervalued stock of this wide-moat company could have significant upside, as it trades at a rare discount to fair value.
According to SNE Research, CATL is ranked first in the global EV battery market with a market share of 39% as measured by installed capacity in 2025 and close to 50% share in China. CATL’s major ...
AMP is focused on simplifying its business and reducing costs, with less emphasis on growth than historically. The advantages of AMP’s vertical integration have weakened due to proactive regulatory ...
Nufarm is a major producer of crop-protection products including herbicides, fungicides, and pesticides, selling into major world markets. The company is leveraged to growing demand for crops for ...
We consider M&T Bank to be one of the best-run regional banks in our coverage. The bank runs a dense and efficient branch network in New England and the US Mid-Atlantic and does not pursue growth ...
Yageo’s main products are tantalum capacitors, chip resistors, and multilayer ceramic capacitors, in which the firm is ranked first, first, and third in global production volume, respectively.
The index allocates heavily to technology stocks compared with its average peer, a trend that started in 2020. It held 8 ...
We think PNC’s strategy is solid, with the bank building a national presence through acquisitions and organic growth. The bank’s profitability and return profile should improve from better scale and ...
We view Bank of America’s strategy as a testament to the efficacy of a scaled, integrated model. Pursuing a core strategy of responsible growth, the company aims to grow in a way that looks good, ...
Many liquid alternatives are more complex than traditional funds. They often carry higher fees, can behave in ways that are ...
Eversource Energy has returned to its roots as a mostly rate-regulated electric and gas distribution utility in the Northeast after exiting a multiyear effort to develop several large offshore wind ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results