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BofA GLOBAL RESEARCH
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Report title
:
European Thematics
Report Subtitle
:
Back to Compounders
Report Published on
:
Jun 07, 2022
Analyst name
:
Eric Lopez
Key Takeaways:
-Our macro view of rates peaking supports a more positive stance on quality and negative on value. Time to revisit compounders -For 33 compounder stocks, we analysed i) valuation rel to yields ii) ROIC/growth changes (iii) valuation of ROIC and growth -We highlight eight stocks that look attractive: Ashtead, ASML, Assa Abloy, IMCD, Kingspan, LVMH, Sartorius, Teleperformance
Primers
Report title
:
Thematic Investing
Report Subtitle
:
Transforming World – Q2 2024 Thematic Primer Picks & Stocklist (Global)
Report Published on
:
Apr 05, 2024
Analyst name
:
Thematic Investing
Key Takeaways:
-Transforming World: thematic primer picks for Q2 2024 + global stocklist update across all themes -Regional Picks: AMRS (Alphabet, Intuitive Surgical, Spotify); EMEA (Siemens Energy, Kazatomprom); APAC (SK Hynix, FUJIFILM) -New Additions: Super Micro, Fractyl, DoubleVerify, Amer Sports, BrightSpring, Dubai Taxi, Faraday, Osaka Soda
Report title
:
Thematic Investing
Report Subtitle
:
I want to break free! The Breakthroughs Primer
Report Published on
:
Mar 21, 2024
Analyst name
:
Thematic Investing
Key Takeaways:
-We identify 30 breakthroughs & tech evolutions across AI, computing, robots, communication, healthtech, energy and mobility -Powered by AI, themes are now transforming our world vertically. Tech is bundled, cutting costs as demand outpaces supply -Breakthroughs are important as disruption impacts markets: in last 100Y, 3% of companies created c100% of global net wealth
Report title
:
Thematic Investing
Report Subtitle
:
Transforming World – Q1 2024 Thematic Primer Picks & Stocklist (Global)
Report Published on
:
Jan 08, 2024
Analyst name
:
Thematic Investing
Key Takeaways:
-Transforming World: thematic primer picks for Q1 2024 + global stocklist update across all themes -Regional Picks: AMRS (Intuitive Surgical, Humana); EMEA (Novo Nordisk, Rio Tinto, Forvia); APAC (Dabur India, Li Ning, Paytm) -New Additions: ARM, MongoDB, Snowflake, Sandoz, SCHOTT, UNITE, SES-imagotag, GS Yuasa, TUHU, Wistron, Apollo Hospital
More
Latest Reports By Eric Lopez
Report title
:
Top 10 EMEA Ideas Quarterly
Report Subtitle
:
Summary of Performance
Report Published on
:
Apr 22, 2024
Analyst name
:
Eric Lopez
Key Takeaways:
-This is based on our views of market and business-related catalysts we think will affect these stocks in the quarter ahead. -The best performing ideas, beginning 2nd Apr are Anglo American, ASR Nederland and Siemens Energy -The worst performing ideas, beginning 2nd Apr are ProSieben Leonardo and Bunzl
Report title
:
What Caught Our Eye This Week
Report Subtitle
:
EMEA Top Reads
Report Published on
:
Apr 21, 2024
Analyst name
:
European Research
Report title
:
A SmallCap Week Ahead
Report Subtitle
:
Companies reporting – 22nd April to 26th April
Report Published on
:
Apr 18, 2024
Analyst name
:
European Research
Key Takeaways:
-Companies reporting - 22nd April to 26th April
More
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