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Equity Strategies

Equity Strategy 22 November 2019
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Valero Energy: Buy. Welcome To A $240B Dynamic

Valero Energy: Buy. Welcome To A $240B Dynamic

  Valero proudly has a workforce of about 10,000 employees and a refining throughput capacity of approximately 3.1 million barrels per day, making it the largest global independent petroleum refiner — tops among refiners that don’t also drill for oil   Every year, some 60,000 oceangoing freight ships carry $7 trillion in goods and commodities […]

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Equity Strategy 13 November 2019
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CapitaLand Commercial Trust: Buy. The Time Has Come

CapitaLand Commercial Trust: Buy. The Time Has Come

  CapitaLand Commercial Trust is a commercial real estate investment trust with properties valued at about SGD 10.5 billion, predominantly located in Singapore’s central business district. Office space in the CBD makes up 48% of the city-state’s 57.2 million square feet of total office stock, and CCT’s offices make up around a fourth of the […]

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Equity Strategy 25 October 2019
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Nvidia: Keep On Buying Below $210

Nvidia: Keep On Buying Below $210

  Bank of America Merrill Lynch is getting more optimistic on Nvidia shares, forecasting big demand from the artificial-intelligence market in the coming years   Nvidia stock has risen more than 40% in 2019 as investors anticipate a chip-business turnaround. In August, the chip maker reported better-than-expected earnings results, but offered a mixed outlook for […]

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