Logged-in clients may click through to the pdf files of the following research reports.
Business & Industrial Services/Transaction Processing
Transaction Processing: 1Q10 Review, Company Analysis, and Acquisition News – Financial results and industry news flow was largely positive during 1Q10 earnings season.
Financial Services/Banking
Summer 2010 Industry Overview – We explore several fundamental areas of the banking complex in depth, including regulatory developments, economic trends and housing, stock performance versus previous cycles, asset quality, funding mix, capital positioning, M&A trends, and income statement and balance sheet trends.
Healthcare
Drug Channel Monitor - Our quarterly examination of key trends for pharmaceutical manufacturers, drug distributors, pharma service providers, and drug stores. U.S. sales and script growth decelerated materially in 1Q10, as H1N1 demand subsided, normal flu season was non-existent, and strong winter weather weighed on doctor utilization.
Real Estate/Housing
2Q10 Housing Quarterly – Our thorough quarterly analysis of this sector. The pace of new home sales in the U.S. fell to historic new lows in May in the wake of the expired homebuyer tax credit. We believe current valuations in the sector are now at historically attractive entry points in front of potential recovery cycles, but we continue to envision a much slower than usual housing recovery.
Real Estate/REITs
2Q10 Office Quarterly – Our thorough quarterly analysis of this sector. The pace of deterioration in office fundamentals slowed further during the first half of 2010, but lags the economic changes and we therefore anticipate that fundamentals will remain soft for a few more quarters.
Technology
IT Supply Chain Second Quarter IT Demand Survey - Our quarterly in-depth analysis of the IT supply chain, and thus IT spending forecasts, including analog and communications semiconductors, electronic manufacturing services, semiconductors, and technology distribution.
Technology/Government IT & Homeland Security
Government Services Spring 2010 Playbook – This report highlights several high profile opportunities for the companies in our coverage universe and details a breakdown of individual contracts up for renewal by company, examines a striking performance divergence between government service companies and traditional defense primes, and explores seasonality for the group.
