What Does O2O Mean For The Future Of E-Commerce?
Alibaba Group Holding Ltd BABA 3.83% has been promoting its recent $4.63 billion investment in consumer electronics retailer Suning Commerce Group Co Ltd as its latest push toward “O2O.”
Is Fiber Optics The Next Hot Investment Sector?
In a new report, Northland Capital Markets analyst Tim Savageaux discussed the trading opportunity associated with the current 100G optical upgrade cycle. Northland initiated coverage on a number of names in the space and sees a long-term cyclical opportunity for savvy investors.
Why GM, Lear And Delphi Might Be The Best Auto Plays
Now that Q2 earnings season has drawn to a close for the auto industry, Credit Suisse analyst Dan Galves released a new report recapping the quarter and updating the firm’s outlook for the industry.
Luxury Handbag Pair Trade: Jefferies Likes Coach, Downgrades Vera Bradley
A new Jefferies report focuses on a specific retail segment that has been under a lot of pressure in recent years: handbags. Jefferies analyst Randal Konik believes that the results from a new handbag survey indicate that the worst of the downturn in the handbag market could now be in the rear-view mirror.
2 Global Gaming Stocks You Might Be Overlooking
While much of Wall Street’s attention to the gambling business is payed to big-name casino operators like Las Vegas Sands Corp LVS 3.53% and MGM Resorts International MGM 3.58%, the global gaming technology business offers investors another potential way to make a big bet on gaming.
Citi Upgrades Big Oil
After recommending caution in the big oil space for multiple years, Citi Research analyst Alastair Syme just released a new report in which the firm is finally changing its tune. After a precipitous drop in oil and stock prices during the past year, Citi now believes that integrated oil stocks are no longer overvalued and…
The ‘Elusive’ Bottom Might Still Not Be In For Metals & Mining Names
In a new report, Morgan Stanley analyst Paretosh Misra updates the firm’s outlook for metals and mining stocks. Morgan Stanley has once again significantly lowered its price target expectations for the group, but remains bullish on a pair of names at current prices.
Is Macau Coming Back?
In a new report this week, Goldman Sachs analyst Simon Cheung took a close look at the most recent Macau gaming numbers and presented an updated view on the stability of the industry. After 14 consecutive months of year-over-year declines in gross gaming revenue (GGR), Cheung sees signs of “steady GGR” now returning to Macau.
How Have Bank Stocks Traded During The Last Three Fed Tightening Cycles?
A growing number of traders and analysts have begun to anticipate that the first FOMC rate hike of a new tightening cycle could happen as soon as next month. Conventional wisdom says that rising interest rates are good for banks’ net interest margins, but do rising interest rates produce rising share prices for banks stocks?
Why Oil Could Be Primed For A Huge Short Squeeze
While the oil industry continues to face pricing pressures due to global oversupply, one market metric indicates that there may be reason for optimism for oil prices in the short-term. According to the most recent data from Reuters, hedge funds currently have their largest short exposure to WTI in nearly five years.