Thematic Research
Antibody Drug Conjugates (ADCs) Platforms Could See Resurgence of Interest with Potential M&A Deal
Thematic Snapshot – Antibody Drug Conjugates (ADCs) Biotech M&A has been an intriguing area recently, as outlined in the Quarterly Brief, and one potential deal – Merck’s $20B+ buy of SeaGen – could spark a rally or resurgence of interest in a growing sector of...
Thematic Breakdown: Robotic Process Automation (RPA)
With RPA, software users create software robots, or “bots”, that can learn, mimic, and then execute rules-based business processes. RPA automation enables users to create bots by observing human digital actions. Show your bots what to do, then let them do the work....
Simulation Software Market Set to Take Off with Growth in EVs, ‘Industry 4.0’
Ansys (ANSS) shares holding up well recently and trading in a narrow range under new highs with the 55-EMA and low-end of monthly value support yesterday. ANSS has traded in a narrow 10-week handle since earnings in November and poised to clear a bigger 50-week cup...
Carbon Capture and Storage – A Call Option for the Fossil Fuel Industry within the Energy Transition
The energy transition has come sharply into focus in 2021 as climate risks increase and opportunity for growth of green energy explodes. The term refers to the global energy sector’s shift away from fossil fuels and towards more renewable and low-emission sources of...
Climate Change, Federal Stimulus Should be Long-Term Drivers for HVAC Industry
Record heat has made headlines across the globe over the last two months with the Pacific Northwest, Boston and New York, and Western Canada all shattering temperature records in early July. Concerns over global heat increases have been growing over the last decade....
Digital Documents: Remote Work Driving Significant Adoption
The “Future of Work” theme is being driven by increased mobility and the ability to now work remotely from just about anywhere on the planet as companies undergo significant digital transformations. One of the stronger sub-themes is Digital Documents which includes...
Thematic Snapshot – Ultra-Low Cost Carriers
Thematic Snapshot – Ultra-Low Cost Carriers In the last three weeks, we’ve had two new airline IPOs enter the market – Sun Country (SNCY) and Frontier (ULCC) -- and both fall into a unique category called ultra-low cost carriers. Ultra-low cost carriers were born out...
Thematic Snapshot: Tax Prep Services
The annual tax filing deadline is fast approaching – albeit one month later than usual – and 2021 promises to be another big year for DIY tax prep services given changes to the tax code, pandemic-related addendums, and impact of stimulus checks. DIY Tax preparation is...
Uranium Market Poised for Growth as Prices Improve
Global Uranium ETF (URA) saw a buyer yesterday of 3500 October $20/$30 call spreads for $1.60 to open, notable volume for the ETF that has been in a strong trend since December. URA has exposure to both uranium miners and production of nuclear components including...
Thematic Snapshot – Mental Health
Earlier this week, we noted a report that online therapy app Talkspace was in talks to go public at a $1.4B valuation with SPAC Hudson Executive. The deal is interesting because it highlights the growing market surrounding mental health a big subset of a theme we dug...