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  • Article / 06 February 2015 at 13:22 GMT

    Earnings Watch: Will energy boost consumer stocks?

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Will energy boost consumer stocks?
    The earnings season is halfway through with the conclusion so far being that US earnings have been strong across the board and European reports mixed again on weak revenue. However, as the lower euro and energy prices work their way through income statements, European companies will positively surprise. Next week's earnings releases will have a clear focus on consumer companies.
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  • Article / 17 September 2014 at 13:16 GMT

    Quant Corner: Better model, better picks

    Head of Equity Strategy / Saxo Bank
    Denmark
    Quant Corner: Better model, better picks
    Starting on Monday, our daily Quant Corner publication on global equities will incorporate a few slight changes to its methodology. The tweaks will allow us to better define a company's geographic area of interest and will emphasise conviction to a greater degree, ultimately allowing us to bring you better top equity picks.

    include two model tweaks. The outcome will be a different selection of top equity picks taking into account the model's predictions compared to consensus and a different geography selection (emerging vs. developed) based on the country of risk and not primary listing as is used in the current framework.
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  • Article / 17 September 2014 at 8:11 GMT

    Hold your nerve on our Sands China call

    Head of Equity Strategy / Saxo Bank
    Denmark
    Hold your nerve on our Sands China call
    Our top equity picks portfolio in Asia Pacific continues to be hit from multiple angles such as the strong USD, weak oil prices and declining gambling revenue in Macau. The portfolio is down 2% the last week but the quant model maintains its view on Macau gambling stocks and still has Sands China as its biggest bet.
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  • 5y
    Peter Garnry Peter Garnry
    Nissan/Infiniti August U.S. vehicle sales up 11.5% vs 2.7% y/y estimated...
  • 5y
    Viewpoint Investor Viewpoint Investor
    nice pick :-)
  • 5y
    fxtime fxtime
    A good call :-)
    5y
    Peter Garnry Peter Garnry
    Thanks