|
|
Date | Document Type |
Title
|
Issuer/Entity
|
|
30 Mar 2020
|
Sector In-Depth
|
Cross-Sector – Islamic Finance: GCC and Malaysia will drive growth across Shariah-compliant products in 2020
|
|
|
|
17 Feb 2020
|
Sector Comment
|
Food retail – France: Carrefour and Casino keep losing market share, a credit negative
|
|
|
|
16 Dec 2019
|
Outlook
|
Gaming, Lodging and Cruise - US: 2020 outlooks are stable (Slides)
|
|
|
|
16 Dec 2019
|
Outlook
|
Diversified Technology - Global: 2020 outlook stable as a slowdown in broader information technology spending offsets continued strong spending on the cloud. (Slides)
|
|
|
|
16 Dec 2019
|
Outlook
|
Retail, Apparel & Restaurants - US: 2020 outlooks are stable (Slides)
|
|
|
|
16 Dec 2019
|
Outlook
|
Manufacturing – Global: 2020 outlook negative on lower earnings expectations; likely to weaken further (Slides)
|
|
|
|
16 Dec 2019
|
Outlook
|
Non-financial corporates – Middle East, Turkey and South Africa: 2020 outlooks negative on slowing growth, geopolitical risk and policy unpredictability (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Consumer packaged goods and beverages – Global, Consumer durables and food – US: 2020 outlooks mostly stable, beverages outlook is positive (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Chemicals – North America & EMEA: 2020 outlook negative on trade war, weak industrial economy (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Consumer, Retail and Telecom – Latin America: 2020 outlooks mostly stable for consumer-related companies, but more stressed in Argentina (slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Oil & Gas, Base Metals & Steel, Pulp & Paper - Latin America: 2020 outlooks mostly stable, but negative for pulp and paper producers (slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Telecommunications - US: 2020 outlook negative on wireline declines, wireless competition (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
REITs and REOCs – US: 2020 outlook stable on modest leverage, healthy liquidity (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Packaged goods, food and consumer durables – EMEA: 2020 outlook mixed as economic growth slows (Slides)
|
|
|
|
13 Dec 2019
|
Outlook
|
Beverages – EMEA: 2020 outlook positive, on modest volume and price increases (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Oil and Gas - Global: 2020 outlooks stable for producing segments, positive for midstream and refining (slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Homebuilding, Building Materials – US: 2020 outlooks stable on solid fundamentals, modest growth (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Base Metals - Global, Steel - US, Coal - US: 2020 outlook mixed on trade tensions, slower growth (slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Paper and Forest Products - Global: 2020 outlook negative as earnings declines in the corrugated packaging, commodity paper and market pulp subsectors offset growth in wood products (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Non-financial corporates – CIS: 2020 outlook stable despite sluggish economic growth in Russia (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Telecoms - EMEA: 2020 outlook negative on lack of revenue growth (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Aerospace & Defense – Global: 2020 outlook positive as aircraft deliveries ramp up, defense spending grows (Slides)
|
|
|
|
12 Dec 2019
|
Outlook
|
Tobacco – Global: 2020 outlook stable as price rises offset volume declines (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Transportation – Global: 2020 outlook largely stable on steady demand (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Broadcast and Pay TV – US: 2020 outlook stable on EBITDA growth, mixed indicators (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Protein and Sugar-Ethanol – Latin America: 2020 outlook, positive for Protein on high demand from Asia, stable for Sugar-ethanol on higher ethanol demand (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Healthcare – Global: 2020 outlook mostly stable as efforts by payers to reduce costs temper rising utilization of healthcare products and services (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Gaming – Europe: 2020 outlook negative on regulation and tax hikes (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Media – EMEA: 2020 outlook mostly negative as companies must transform business models (Slides)
|
|
|
|
11 Dec 2019
|
Outlook
|
Retail – Europe: 2020 outlook negative as economic growth remains slow (Slides)
|
|
