EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Advanced Energy Industries (AEIS)

Industrials

Two Rivers Analytics

AEIS features as one of the top short candidates in Two Rivers’ ‘Breaking Estimates Model’ - the power electronics industry faces increased competition, pressuring AEIS’ sales and margins. The company posted lower than expected results when it announced earnings last quarter and all four of its business segments have now seen a decline in revenue during both Q3 and Q4. Estimates have been sliding all year but have taken a sharper turn down this past month. Margins have been falling since 2017, yet are forecast to turn on a dime now and increase immediately to 17% adjusted EBITDA. The stock trades at historically high multiples of sales and earnings. Other short ideas include LGI Homes, MP Materials and Xometry.

Edition: 181

- 08 March, 2024


Companies with dangerous inventory levels

Two Rivers Analytics

"FISH" - First In, Still Here. Two Rivers deconstruct their Earnings Quality model to focus solely on one aspect of poor earnings quality: significant inventory slowdowns. This looks at 1) The materiality of inventory levels to the business. 2) The trend in turnover. 3) The magnitude of the slowdown. As the odds of recession rise, companies caught with excess inventory will find themselves forced to offer price concessions, leading to sales and margin declines, and to earnings disappointments. Highlighted names include Alcoa, Amazon, Arista Networks, Beacon Roofing, Beyond Meat, First Solar, LGI Homes and Walmart.

Edition: 139

- 08 July, 2022