…uggest that Saudi’s spare capacity would be eroded over time unless further increases in spare capacity take place. Our BofAML commodities research medium-term supply-demand balances suggest an increased call on OPEC and need to increase production capacity. In 2004-09, Aramco in...
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Analyst Certification |, Ronan Carr, CFA, hereby certify that the views expressed in this research report accurately reflect my personal views about the subject securities and issuers. | also certify that no part of my compensation was, is, or will be, directly or indirectly, re...
Norfolk Southern (NSC) Our $122 price objective is based on a 19.5x multiple on our 2017 EPS estimate of $6.25. We move above the top of its one-standard deviation historical trading range of 12x-16x given the new management team's move to improve margins, cut costs, and raise i...
Bank of America Merrill Lynch Global Research. PIF = Public Investment Fund. GOSI = General Organization for Social Insurance. PPA = Public Pension Agency. Based on stock prices as of 28 June 2016.
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Tax Policy: TRIP has a ~25% tax rate. Trump’s tax plan calls for a reduction in the business tax rate from 35% to 15%, with elimination of most corporate tax deductions/credits (except for the R&D credit). While it’s unclear what elements of the tax plan will eventually be execut...
From: Kathy Ruemmler [ Sent: 3/13/2017 2:45:19 PM To: jeffrey E. [[email protected]] Subject: When It Comes to Wall Street, Preet Bharara Is No Hero - ProPublica Importance: High https://www.propublica.org/article/when-it-comes-to-wall-street-preet-bharara-is-no-hero When It...
The power of global connections™ Bank of America a Merrill Lynch This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http...
target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone over the medium term, but we are more concerned by the non-trivial risk that the ECB may disappoint in the December meeting by either not extending quantitative easing (QE) beyond next Mar...
Rotation trade — valuations have moved a long way While technical metrics suggest a pause is due in the reflation rotation, we have also seen a significant amount of ground covered from a valuation perspective in the market moves to date. The scatter chart below compares the PE...
From: Jcichi |: Sent: 7/7/2017 12:05:21 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: A message on the Trump Administration Proposal on Indirect Costs Attachments: dkkolnphoaemodnh.png Importance: — High FYI Begin forwarded message: From: "Maria T. Zuber" <P...
[email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morgan Securities plc Leo Evans (44-20) 7742-2...
From: Gino Yu as Sent: 12/17/2016 2:43:49 AM To: jeffrey E. [[email protected]] Subject: Fwd: Schulte Research: Deep dives into PRC fin tech ownership and Trump cabinet ownership. (DO NOT FORWARD) Attachments: mime-attachment.png; mime-attachment.gif; mime-attachment.jpg I...
38 journals, shorter “policy briefs,” or “op-eds,” and by contributing to policy “task force” reports on specific issues; holding public seminars, briefings, and conferences; speaking to the print, television, radio, and electronic media; and maintaining informational websites t...
* Research on each of the 13 episodes is ongoing and we are moving towards creating a short list of the top contributors per episode (with some contributors in multiple episodes). * We are aggregating the top contributors around 4 to 5 central locations, such as SF Bay Area, LA,...