Coverage Universe

Electronics Supply Chain

Coverage universe includes: Amphenol, Belden, CommScope, Corning, Sensata, TE Connectivity, Flex, Jabil, Plexus

View sample reports: 

April 6, 2020 – A Glass Act; Initiate with Outperform – Corning (GLW)

July 23, 2020 – Gorilla Swings to a Higher Branch – Corning (GLW)

 

Storage

New Mobility

Coverage universe includes: Aptiv, Aurora Innovation, Bird Global, ChargePoint, DoorDash, Faraday Future, Hyzon Motors, Lightning e-Motors, Lyft, Proterra, Swvl, Tritium, Uber, Xos

View sample reports:

April 20, 2020 – Network Platform Offers Attractive Optionality; Initiate with Outperform – Uber Technologies (UBER)

June 12, 2020 – Not Biting on All the Eats Negativity – Uber Technologies (UBER)