melius_admin Research Report October 12, 2020 Melius Macro Views: Industrial Recovery Still on Track By: Scott Davis Folks, in the link below please find our latest Melius Macro Views…Read More
melius_admin Research Report January 22, 2020 BA: Normalization Slipping Rightward By: Carter Copeland Slower for longer…BA’s mid-2020 return-to-service estimate issued yesterday provides a rough confirmation…Read More
melius_admin Research Report January 16, 2020 Melius Macro Views: Numbers Coming Down Again By: Scott Davis Folks, in the link below please find our latest Melius Macro Views…Read More
melius_admin Research Report January 16, 2020 How Will the MAX Stoppage Impact Supplier Financials? By: Carter Copeland The 737MAX production stoppage and subsequent ramp up will have major implications for…Read More
melius_admin Research Report January 14, 2020 Looking at Drivers of Deere’s Margin Improvement Plan: Margin from Technology By: Rob Wertheimer At its recent webcast from CES, Deere gave some clarity on the…Read More
melius_admin Research Report November 18, 2019 Melius Research Automation 101 & Rockwell Automation (ROK) Chartbook By: Scott Davis ROK is a prime beneficiary of secular tailwinds around automation, including labor…Read More
melius_admin Research Report July 29, 2019 What Can Arrest the Slide? Probably Not Canada Edibles or Beverage Launches By: Rob Wertheimer Cannabis stocks have corrected 30-40% since May, and in some cases more.…Read More
melius_admin Research Report January 24, 2019 GWW: Turnarounds are Rarely Linear By: Jake Levinson GWW was one of the biggest industrial turnaround stories last year, with the…Read More