i-Spy Global Industrials Weekly-Daikin differentiation; Bilfinger throws in the towel on Power; One-sided Aero Automation-Daikin differentiation: Our Japan Team visited Daikin's main plant for industrial-use AC systems in Osaka. The trip underlined a number of attributes which could enable it to take share in HVAC, such as: (i) In-house refrigerant development - Daikin is unique in this respect, and having launched the world's first R-32 refrigeration-based Resi AC in 2012, ~20% of its AC systems globally now use it (such as the new SkyAir commercial offering), and it will be included in its VRV units; (ii) Superior temperature control technology and installation vs. Chinese peers; (iii) Heat exchangers - Daikin plans to double the heat exchanger surface area on new industrial units to increase AC efficiency, and introduce new heat exchangers that will shrink the size of outdoor units.
Canadian Banks-Short Interest - Spiking Towards Record High-■ Canadian bank short interest ratio after bottoming September 2014 at 6.5 days to cover has spiked in tandem with the decline in WTI to 9.7 days to cover as at June 15, 2015 (Exhibit 1, Exhibit 2), nearing the record high of 10.4 days in April 2013.
Oilfield Services & Equipment-Things We've Learned This Week-■ Keep It Coming. FMC Technologies was awarded a $297M contract for Subsea production systems for Shah Deniz stage 2 Project. The estimated value of $297M in revenue is in addition to the initial order for Well Clusters 1-2 received in 2014 from BP, the operator of the Shah Deniz Stage 2 project. The Shah Deniz field is located offshore in the Azerbaijan sector of the Caspian Sea, approximately 100km south of Baku.
Software Short Interest Toolbox-June (Mid-Month) Short Interest-Software Short Interest Toolbox. The Credit Suisse Software Short Interest Toolbox is an interactive Tableau workbook analyzing short interest in the software industry, which can be utilized as a means to gauge investor sentiment across the sector. The workbook can be viewed on Tableau Public (see public.tableau.com/profile/philip.winslow#!/) or obtained from the Credit Suisse Software Team or Credit Suisse PLUS.
Global Biotechnology and Pharmaceuticals-IMS Rx Tracker (Week of 06/19/2015)-This is the weekly edition of our “IMS Rx Tracker” in which we monitor prescription trends for all the major launches within our coverage universe. We provide “value” added exhibits in addition to raw IMS data.
Drug Distributors-2Q Branded Rx Inflation Remains Above 12% Bolstered by Strong Sequential Increases-■ Bottom Line: Our analysis suggests that 2Q15 branded drug price inflation remained above the 12% level y/y and sequentially increased 230 bps, the highest sequential second quarter increase in the historic period we track. We are noting a continued acceleration in the pace and magnitude of y/y and q/q brand drug price inflation, representing an increasingly important tailwind for the drug distributors. 43 drugs out of the top 140 drugs we track witnessed an increase in price in 2Q15, marking another record for number of increases during a 2Q. As we have stated in the past, we believe branded manufacturers will continue to increase prices in the U.S. (positively impacting the drug distributors), as these manufacturers look for ways to offset volume declines due to an accelerating patent expiration schedule and increase the monetization of recent approvals. As such, we continue to point to this environment of double-digit price inflation as a key element of our bullish thesis on the drug distribution sector.
Under: DIS finally getting some traction.?
Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread
Dec 14, 2017 11:05:16 GMT -6
Under: Great posts on $DIS
Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path.
Nov 28, 2017 15:11:20 GMT -6
Under: $HAS takeover bid for $MAT?
Nov 10, 2017 16:16:07 GMT -6
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs
Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs
Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO
Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty?
Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out
Nov 9, 2017 7:08:53 GMT -6