EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Rapidly detecting meaningful language changes in 10Qs / 10Ks

Report by 280First

HII: Takeover interest? The following wording has been removed from its 2022 10K vs. last year, "These provisions may discourage acquisition proposals or delay or prevent a change in control, which could reduce our stock price". General Motors: China rethink? “Pursuing opportunities in the Chinese market is an important component of our global growth strategy”, has now been removed from its 10K. ServiceNow: Brighter growth rate outlook; dividends set to resume; strategic transactions? US Steel: Covenant concerns; customer payment delays? Brinker International: Missing performance targets.