We maintain our fair value estimate of HKD 64 for JD Health 06618 after the company reported second-half revenue of CNY 26.5 billion, which was better than the top range of guidance of CNY 23.9 ...
We expect to maintain our $42 fair value estimate for narrow-moat Chewy CHWY as we mull over quarterly results, with sluggish active customer growth (we’re lowering our annual forecast to 1.3% growth ...
Basic-Fit released their FY21 results in March which reflected a number of very positive developments. I continue to believe the path to 2,000 clubs by 2025 remains feasible, which will result in ...
Scorpio Tankers (NYSE:STNG) stock recently slipped on reports that a peace deal for the Israel-Hamas conflict was close. While the latest proposal has fallen through, both parties appear more willing ...
Sprouts Farmers Market is mispriced as a maturing grocer, but its long-term growth runway remains robust. SFM's smaller store format, high margins, and strong unit economics position it for superior ...