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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
Emerson designs and supplies product technology and delivers engineering services in a range of industrial, commercial, and consumer markets.

Emerson is a well-run company with an incredible history. It's highly likely to make it through this challenging environment without too much difficulty. …
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
PBR is controlled by the Brazilian federal government, and the latter is actively implementing management changes as well as undertaking political changes, such as fixing domestic fuel prices, that have ramifications at the company level.



The company has a dominant presence in the Brazilian …
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
The company provides collection, transfer, disposal, and recycling services to residential, industrial, and commercial customers in the eastern United States.



Unlike competitors such as Waste Management that have large geographic footprints, Casella Waste Systems is a regional operator, prov…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
Emerson designs and supplies product technology and delivers engineering services in a range of industrial, commercial, and consumer markets.

Emerson is a well-run company with an incredible history. It's highly likely to make it through this challenging environment without too much difficulty. …
More …

Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
PBR is controlled by the Brazilian federal government, and the latter is actively implementing management changes as well as undertaking political changes, such as fixing domestic fuel prices, that have ramifications at the company level.



The company has a dominant presence in the Brazilian …
More …

Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources
The company provides collection, transfer, disposal, and recycling services to residential, industrial, and commercial customers in the eastern United States.



Unlike competitors such as Waste Management that have large geographic footprints, Casella Waste Systems is a regional operator, prov…
More …

Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Social Media,Advertising,Contactless Payments,Big Data,Enabling Technologies
FB offers an unrivaled level scale, targeting and engaging advertisers as it continues to benefit from the secular shift from offline advertising dollars to digital and rapid growth in mobile advertising. FB has access to more than 2 billion users which make the company highly interesting for marke…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Social Media,Contactless Payments,Big Data,Alternative Energy Sources,Enabling Technologies
Palantir generated $742.6 million in revenue in 2019 and $481.2 million in the first half of 2020, meaning it's potentially on track to generate $1 billion this year.
PLTR believes there is still a large total market opportunity of $119 billion. That includes both US and allied government software…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Healthy Living
VRTX’s pipeline consists of four commercialized drugs that target ~90% of the total cystic fibrosis patient population (~75k) and we believe can collectively generate estimated sales in the region of $6.5 billion in 2021.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Big Data,Enabling Technologies
The company’s organic growth picture is improving, and moving forward, pandemic-related headwinds should abate. The long-term outlook remains solid, and 2021 and onwards should provide further growth opportunities.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Social Media,High-End CSP,Contactless Payments,Alternative Energy Sources,Enabling Technologies
SBA is the third-largest owner of cell towers in the US, providing key shared communication infrastructure assets for wireless carriers. The company has over 80% revenue exposure to domestic macro towers, the highest among its peers.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Enabling Technologies
Maxim Integrated Products, Inc. designs, develops, manufactures, and markets linear and mixed-signal integrated circuits. The Company offers switching regulators, battery management, amplifiers, data converters, filters, optical, and memory products. Maxim Integrated Products serves customers globa…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category High-End CSP,Big Data,Alternative Energy Sources,Enabling Technologies
The company benefits from the secular trend of IT outsourcing, where enterprises are increasingly shifting workloads from in-house data centers (~65% of workloads today) to third-party facilities such as colocation and cloud providers.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources,Enabling Technologies
Accenture invests in disruptive technologies and such disruption can enable and accelerate the services provided in relation with the global rollout of 5G technology and to benefit greentech, FinTech, and healthtech.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Enabling Technologies
Subaru is an automaker known for horizontally opposed engines, all-wheel drive (AWD), and safety features (Eyesight System), and it also has aerospace operations. Exposure to the North American market is high (nearly 70% of sales). Toyota has a 20.0% stake.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Alternative Energy Sources,Enabling Technologies
Activision Blizzard Inc. engages with disruptive technologies. We therefore expect such disruption to be an enabler and accelerator for revenues growth in the field of 5G technology enabling growth in EV infrastructure and FinTech, amongst others.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Enabling Technologies
Suzuki, while being a Japanese company, is a leading auto manufacturer in India. We believe Suzuki will benefit from long-term market growth in the country and lead the industry's transition to electric vehicles from conventional engines.



With developed market country companies seeking an al…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category High-End CSP
ETN is a manufacturer engaged in the design, manufacture, marketing, and servicing of fluid power systems for industrial, mobile, and aircraft equipment and the electrical systems and components for power quality, distribution, and control. The company is expected to become a key provider for the o…
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Healthy Living,Alternative Energy Sources
GUD is the owner of one of the Asia-Pacific region's premier brand portfolios. Most of GUD's brands are market leaders in their individual product categories and industries.
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Thursday, January 20, 2022 by Christophe.Schmid|Comment closed
within category Healthy Living
MDLZ is a global pure play in snacking (biscuits, chocolate, gum & candy). The growth rate in this segment is around 3%, and one can expect Mondelez to grow at or above that rate given its scale and investment in both global and local brands.



Mondelez’s YTD share performance is lackluster; t…
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