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Itau Unibanco has an excellent capital and credit position, but growth in loans, profits, and book value has been sluggish of late as Brazil's recovery... [Read More]
Instead of selling the business, as pushed to do by a large shareholder, RenRe is choosing to expand its business through M&A. Reinsurance pricing is... [Read More]
Recent updates from oncology conferences pack up the thesis that Roche has a deep pipeline of credible oncology drugs across a wide range of indications.... [Read More]
Penumbra has continued to deliver strong growth on growing adoption of its neurovascular and peripheral vascular products, as well as growing acceptance of the... [Read More]
Everest Re has recovered some lost ground, helped by solid ongoing core premium growth and decent underwriting results. Industry-wide losses could finally drive... [Read More]
Copa has seen even more pressure from weakness in Brazil and Argentina, leading to a meaningful reduction in expectations for 2019 on lower capacity, revenue,... [Read More]
Lancashire is likely to see more cat losses in the fourth quarter, but pricing has been firming up across the company's end-markets, with about 80%... [Read More]
Healthy demand for specialty insurance and improved customer service are driving double-digit growth in Argo's U.S. premiums. Expense leverage appears to be mat... [Read More]
voestalpine has sold off sharply on a big fiscal second quarter miss and alarming commentary from management on weakening trends in the key auto sector.... [Read More]
Acerinox shares have been pummeled as pricing in European has continued to weaken on a surge of imports. European tariffs and a U.S. government decision... [Read More]
Acerinox shares have been pummeled as pricing in European has continued to weaken on a surge of imports. European tariffs and a U.S. government decision... [Read More]
Unlike many, if not most, steel companies, Gerdau could see EBITDA improve in the coming years as Brazil's economy recovers and construction, auto, energy, and... [Read More]
Emerson is seeing strong demand in its core automation markets and healthy demand in Climate, but there are growing concerns about China, energy prices, and... [Read More]
With the share price in the doldrums, Alnylam hosted an R&D day that unveiled a significant early-stage/pre-clinical platform and highlighted numerous long-term... [Read More]
Broadcom had a strong fiscal fourth quarter despite ongoing weakness in broadband, with particularly good results in the expense lines. Broadcom will be running... [Read More]
Higher losses continue to support improved pricing in insurance, giving a competitive advantage to quality underwriters like Arch Capital, and cat reinsurance p... [Read More]
Alfa-Laval shares have corrected sharply alongside many industrials despite stronger than expected orders, healthy margins, and good positioning late in the cyc... [Read More]
Aviva shares have been very weak, likely due at least in part to Brexit uncertainties, but also due to the unexpected resignation of its CEO.... [Read More]
Healthy steel production volumes, improving railroad maintenance spending/budgets, and strong natural gas production are driving good performance across Harsco'... [Read More]
Carpenter is seeing very healthy demand trends in key markets like aerospace and energy, but is struggling to deliver impressive operating leverage. The Athens... [Read More]