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Eat, Drink, and Be Merry… -December 21, 2020

As we head into the holidays at the end of this most trying year, it’s time to enjoy the most important things in life, including family and friends. With those socially distanced moments in mind, we offer the Food, Beverages, Tobacco and Cannabis survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Arun Sundaram looks at the industry with these, and more, questions:

  • What are the long-term implications to the pandemic within each sub-industry covered in the survey?
  • How will the new cannabis laws passed in various states impact the industry?
  • Who are the main players in the beverages categories?

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 



Health Care Takes Front and Center…- December 14, 2020

With a changing of the (presidential) guard, and possible Covid-19 vaccination rollouts on the horizon, we expect changes in the health care sector heading into and through 2021. One big question is how these events will shape different health care arenas. We take a look at the question from one such sector in the Managed Health Care survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Sel Hardy brings her experience and knowledge to issues such as:

  • What are the key platforms the Biden administration will address in 2021?
  • How has telemedicine advanced, and what are the long-term implications to its rise?
  • Are we likely to see a ‘Medicare for All’ regulation soon?

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 

Automobiles Go Electric… - December 7, 2020

The auto industry, like so many during this year, has taken a hit owing to the fallout from the Covid-19 pandemic; however, with vaccines on the way, the outlook shows signs of life heading into 2021. Where might a big jolt to the industry come from? We take a look at the possible answer in the Automobile Manufacturers Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Garrett Nelson and Andrew Tam cover the industry from the U.S. to Europe, with insights on some key areas:

  • What will the Biden administration mean for Electric Vehicle movement in the industry? (Hint: we devote an entire section to the EV technology space)
  • Who will lead in the Autonomous Vehicles arena, and what does the global level of sales look like heading towards 2025 and beyond?
  • How has the advance of technology impacted e-commerce spending for consumers and dealers?

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


Take Flight or Stay Grounded? - November 30, 2020

Covid-19 continues to ravage economies and industries, with commercial airlines taking big hits as we head into 2021. The fallout has a huge impact on airline makers, and we run down the damage in the Aerospace & Defense Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Colin Scarola has great depth and knowledge of the industry, and he tackles some of the key issues of the day:

  • When will we see the first Boeing Max 737 Max flying again?
  • What is the upcoming trend for commercial aerospace?
  • How will a potential new administration in Washington D.C. in January 2021 approach defense spending?

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Is it Time for Shopping to Come Roaring Back? - November 23, 2020

The retail industry has seen its share of ups and, well, mostly downs, in 2020. Bankruptcies, layoffs, and lockdowns have taken a huge toll. But perhaps there are some slivers of light at the end of the tunnel heading into 2021. We peer into the future in the Textiles, Apparel & Luxury Goods Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Camilla Yanushevsky brings her keen understanding of the data to discuss these and other issues:

  • Who are the companies best positioned for a positive holiday season?
  • What does Artificial Intelligence (AI) bring to retailers that shoppers need?
  • When might we see an inflection point in the industry going forward?

 

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


The Eyes of the World Look Towards… - November 16, 2020

With Pfizer’s recent news of a potential Covid-19 vaccine, nations, people, and markets await further test news with hopeful optimism. Progress at Pfizer, and other vaccine company candidates, is critical, and we are able to provide vital information  in the Pharmaceuticals Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Wan Nurhayati helps provide the insight and answers some key questions heading into the end of 2020 and looking ahead to 2021:  

  • Who are the main candidates currently working on a vaccine, and what stage are each of them in at this point?
  • When might the first mass-produced vaccine become available?
  • What are the latest changes, if any, to the industry in Europe and Asia?
  • Do you know what ‘companion health’ is all about? You will be happy to find out…
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Cutting-Edge Health Care Applications Remain Critical to this Industry… - November 9, 2020

During a once-in-a-generation pandemic, companies providing laboratory instruments, software applications, and services needed to maintain advanced health care initiatives are critical. We take a deep dive into what is happening on the ground in the Life Sciences Tools & Services Industry Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Sel Hardy tackles the subject, and other topics looking to answer some vital questions:    

  • What are the expectations for National Institutes of Health budgets heading into 2021?
  • Who are the companies that may see benefits during the Covid-19 pandemic, and how do those benefits pan out for research relating to potential vaccines?
  • Will the M&A landscape change for the industry in 2021?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


The Big Two Face Interesting Times Ahead… - November 2, 2020

Alphabet and Facebook are grabbing a significant amount of air and print time heading into, and we suspect, long after, the U.S. elections. It is easy to see why this is the case: they dominate the constituents in the Interactive Media and Services Industry Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst John Freeman brings his unique and well-qualified viewpoint to the industry, as he tackles these, and other topics:    

  • How will the recent Department of Justice move against Google pan out?
  • What effect is the pandemic having on advertisement spending?
  • Is there a ‘silver lining’ for industry revenue growth during these difficult times?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Welcome Back to the Mall… - October 26, 2020

The retail industry has taken a beating, with layoffs, furloughs, bankruptcies, and general disruption the watchword for 2020. And yet, the industry shows great signs of success, too. We highlight both sides of the retail coin in our Retail (Apparel) Industry Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Camilla Yanushevsky walks us through the changes in her usual stylistic and keen-eyed manner, delving into these, and other topics:    

  • Is the ‘Fall of the Mall’ an omen, or an overblown concern?
  • How does ‘Inclusivity’ affect buying patterns for consumers?
  • Which retailers are at significant risk for future financial peril?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


All About Health Care…. - October 19 2020

From the debates to the stump speeches, health care is on the table in the presidential election cycle. As one of the key drivers of the U.S. economy, the issue is one of the most important to everyday life. We have an important portion of this sector covered in our Health Care Equipment & Supplies survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Kevin Huang provides details and information across a wide range of questions and issues within the industry:    

  • What effect has Covid-19 had on elective procedures, and what is the current status of those procedures?
  • How has the pandemic created new opportunities for many MedTech companies?
  • Will an ageing U.S. population continue to support industry growth on a long-term basis?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


As Apple Goes, So Goes the Industry… - October 12, 2020

From smart phones, to iPads, to PC’s and tablets, Apple rules the roost and sets the tone in the Technology Hardware, Storage & Peripheral Industry sector. With that key point in mind, it is no surprise that the industry is viewed with a positive outlook over the next six-month period. But there is more to the story which you can now find in the Technology Hardware, Storage & Peripherals survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Angelo Zino provides details and information across a wide range of questions within the industry?     

  • What is the latest in 5G rollouts, and how will it affect industry players?
  • Will bullish stock price valuations continue?
  • How will the work-from-home dynamic shift the industry’s business model?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Banks Get Ready for What Lies Ahead - October 5, 2020

The Banking industry has, to put it mildly, seen its ups and downs over the past 6-month period. Interest rates are down, taking margins down with them, while politicians and regulators take aim at maintaining capital discipline to avoid the next financial crises. And yet…well, you can find the answers to where we believe the industry is headed in our Multinational and U.S. Regional Banks industry surveys, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Firdaus Ibrahim, Ken Leon, Siti Salikin (Multinational Banks), and Pauline Bell (U.S. Regional Banks), tackle some of the critical questions heading into 2021:     

  • What does the future hold for branch banking?
  • Will regulatory oversight of the banking industry constrain growth, or help to shelter it from future difficulty?
  • How can the smaller regional banks combat higher loan loss provisions and expectations?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.


Some (Energy) Answers May Be Blowing in the Wind… - 
September 28, 2020

With wildfires raging and hurricanes and tropical storms still threats even deep into the fall, the issue of climate change is on the minds of many voters heading into the election season. The growth and importance of alternative sources of energy may help in finding answers. We take a look at where we stand today and where we may be heading in the near future in our Alternative Energy industry survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Angelo Zino, Stewart Glickman and Paige Meyer dig into some key questions heading into the end of 2020 and into 2021:     

  • What effect might a ‘Blue Wave’ Democratic win in the upcoming election have across the industry?
  • Will the outlook for solar and wind energy continue to rise?
  • Where do we expect the most growth in alternative energy sources to come from into 2021 and beyond?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Capital Ideas Heading Into 2021… - September 21, 2020

By most measures, the economy is in a slump, yet certain industries are finding profits and gains along with optimism as we start to look beyond the end of 2020. One of those industries is Capital Markets, which contains companies from both Investment Banking and Brokerage, and Financial Exchanges and Data. We highlight both in our Capital Markets industry survey, now available on the Sectors and/or Industry Surveys  tabs in MarketScope Advisor.

CFRA equity analyst Ken Leon, along with Chris Kuiper, looks to answer some key questions heading into the end of 2020 and into 2021:     

  • Which groups in the industry do we favor as the economy slowly grinds its way out of the doldrums?
  • What is the outlook for M&A activity heading into 2021 and how will this affect the advisory services segments of the industry?
  • Where do we see the financial services groups heading during the Covid-19 situation?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


An Industry No Longer ‘Boring’…- September 14, 2020

“Stodgy.” “Dull.” “Dependable.” The words you see before are generally used to describe and industry that, today, is breaking out of the mold. Indeed, as we discuss and explain in our Utilities survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor, the utilities industry is helping to lead the way across clean energy, infrastructure changes, and new energy-generation technologies. 

CFRA equity analyst Andrzej Tomczyk digs in to discuss these and many other key issues and questions:   

  • What effect does the current Covid-19 situation have on the industry?
  • Will the drive towards cleaner energy sources continue front and center after the November elections?
  • Dividends are still, and will always be, a key component for investors in the industry. Can the industry continue to satisfy investor needs?


Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year. 
 


Can You Still Hear Me? - September 8, 2020

Very quietly, one industry has undergone a dramatic transformation during this period of uncertainty.  Which one? Telecommunications! On April 21, a game-changing merger took place within the telecommunications world, one which has changed the dynamics, and the profile, of this highly competitive market.

We discuss and explain the situation in depth in our Telecommunications: U.S. survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor. (Note: the Telecommunications: Asia and Telecommunications: Europe surveys are also available on the site)

CFRA equity analyst Keith Snyder hones in on the most recent news in the industry, and looks to answer some key questions as we head into the fall:    

  • How has the T-Mobile/Sprint merger reshaped the industry?
  • Will the telecom industry continue to thrive as the Covid-19 pandemic remains a threat to the economy?
  • What are the details of the much-anticipated 5G rollouts from the major telecom players?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


“Do You Take Cash?”… - August 31, 2020

It used to be a given for retailers across the spectrum: ‘We take cash”. But today, given the realities of Covid-19 concerns and the advance of technologies for “contactless” transaction processing, consumers are seeing more and more “we don’t accept cash” notices when they go to pay for services or goods.

We discuss and explain the situation in depth in our Consumer Finance survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Chris Kuiper weighs in on these topics and more:   

  • What do “contactless commerce” and QR code mean?
  • How has the Covid-19 pandemic affected credit risks for the major credit card companies?
  • Where are the pockets of good news (and there are a few) to be found at this point?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Taking the Battle to Covid-19… - August 24, 2020

The novel coronavirus pandemic has upended all sense of normalcy in our work and personal lives.  At the leading edge of the fight against the scourge are biotechnology companies looking for answers, vaccines, therapies, and perhaps a cure. We review the wide scope of the issue, and more, in our Biotechnology survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Kevin Huang offers a deep dive into the industry with discussions on these issues:  

  • Who are the main (and many) companies working on Covid-19 research?
  • What are the Top 10 biotechnology drugs in terms of global sales?
  • How does the financial flow of the U.S. Health Care system work?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


Rebuilding Requires More Than Money…. August 17, 2020

Mention ‘Infrastructure’ today and in many cases, you get the infamous eye-roll. How often has the subject come up in the context of fixing highways, bridges and updating airports, not to mention as part of a way to employ thousands of new workers? We look to answer as much as we are able, all with a global view, in our Infrastructure survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA industry analyst Jia Yi Young offers an insightful look at the industry with discussions on these issues:  

  • What are the current infrastructure needs and trends across the U.S., Europe, Asia and China?
  • What effect will the Covid-19 pandemic have on global spending capabilities?
  • Just how much money is required for the necessary investments across the spectrum of projects around the globe?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Oil Price Fallout…. - August 10, 2020

The price, trajectory, and importance of oil prices and its affect on consumers and the global economy cannot be understated. How we got to where we are today in this industry is a tale of classic supply and demand economics. We address it all in our Energy Equipment & Services survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Adrzej Tomczyk takes a fresh look at the industry while working through these issues:  

  • Is it possible for the price of oil to be negative?
  • Will OPEC+ come to a final agreement on oil production and pricing?
  • What effect has the Covid-19 pandemic had on capital expenditure programs?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Time for Home Improvements - August 3, 2020

The Covid-19 pandemic is changing our societal behavior and norms every day. Want a few examples? More people are working remotely; urban living is seeing a slow change to more suburban/urban expansion; DIY home projects are taking off as we continue to stay at home. All of these issues, and more, are covered in CFRA’s Household Durables survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Ken Leon takes us through the scenarios while considering question including:  

  • Are consumers beginning to spend more money, and if so, on what products?
  • Is the single-family home making a comeback in favor of high-rise living?
  • Will revolving home equity loans continue to increase?
  • What were the Top 5 Home Furnishing Import and Export Countries in 2019

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


All the Products You Still Need…- July 27, 2020

Given the state of the world today, it is no surprise shopping habits are changing. Health concerns, restrictions on travel, the inability of locked-down consumers to go to the grocery store, all combine to create adjustments for consumers. Of course, the reality is we all still need the products. All of which leads us to note CFRA’s Household Products survey is now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Arun Sundaram details of how the industry is adjusting, along with new trends that are evolving as he answers these, and more questions:

  • How are companies like Amazon and Target meeting the consumer needs of Covid-19 induced market changes?
  • Who are the ‘Big 3’ of the industry?
  • Can the Pet Food market continue to expand?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Software Soars…- July 20, 2020

While other industries suffer, somehow Software continues to chug along in the present, with future visions of growth across both the top and bottom lines, not to mention in the matter of stock prices and valuations. Indeed, depending on what stage companies in the industry find themselves on the way towards purely cloud-based models, growth and profitability appears almost inevitable. All of which leads us to note CFRA’s Software survey is now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst John Freeman gets into the details of how the industry continues to expand in the midst of the pandemic, looking through just a few of these key questions:  

  • What new trends and technologies are pushing the envelope and profitability in the Software industry?
  • How does the current pandemic change the dynamics of working remotely for clients and companies alike?
  • Who, if anyone, can challenge Microsoft’s virtual hegemony in the industry?
  • Can investors look forward to a future of dividend increases and share repurchase programs?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


A New Focus on Health Care… - July 13, 2020

When readers speak, CFRA listens. Based on feedback received on the Health Care Providers and Services Industry Survey over the past 12 months, we have crafted two surveys aimed at a more focused approach for analysis. We are pleased to roll out Managed Health Care and Health Care Facilities, both now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Sel Hardy (Managed Health Care) and Paige Meyer (Health Care Facilities) provide their detailed analysis on each area by digging into questions including:

  • What effect has Covid-19 had on these critical Health Care markets?
  • How will the upcoming presidential election impact health care issues both generally and in relation to each of these industries?
  • Who are the leading players in each of the industries?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Finding an Industry With Upside…- June 29, 2020

If the pandemic teaches us anything, it is that we can adjust our lives as necessary to accommodate some basic needs: like food.  Consumers are taking-in food more through grab-and-go establishments, cooking meals and eating at home in greater numbers, and generally finding ways to get by while waiting for life to find a ‘new’ normal. How companies are responding to the changing, and challenging, environment, are found in our Food, Beverages, Tobacco & Cannabis survey, available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Garrett Nelson and Arun Sundaram provide their detailed analysis on the industry by digging into questions including:

  • What effect has Covid-19 had on the key consumer-packaged goods channel?
  • How is the rapidly expanding Alternative Meat Market changing the food products landscape?
  • Will the growth of ‘hard-seltzer’ continue?
  • Oversupply in the cannabis industry? How can that be? You may be surprised at the answers.

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


An Industry on Sale…- June 22, 2020

Retail bankruptcies are up; dividends are down; credit lines are stretched thin, and shoppers are wary of going back to the mall. Taken together, these trends suggest rough times ahead in the retail arena. Yet we can find some slivers of daylight looking ahead into late 2020 and beyond. Our views are readily available in the Textiles, Apparel & Luxury Goods survey available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Camilla Yanushevsky has both a keen eye and deep industry background from which to tackle industry trends. Camilla uses both to dive into these key topics:

  • How is technology affecting the way shoppers both search for and buy apparel?
  • What is ‘athleisure’ and how is it changing the landscape in the apparel industry?
  • Who are the potential survivors of the ‘retail apocalypse’?
  • Will the Luxury market ever recover from the effects of Covid-19 on shoppers?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


Where Alphabet and Facebook Rule… - June 15, 2020

While the world shifts to adjust for the Covid-19 pandemic, work-from-home may become more of a norm for employers and employees. For Media and Services industry giants Alphabet and Facebook, those at-home users boost views, which boosts engagement, which eventually leads to gains in advertising revenues. To take a deeper dive into the status of how the ‘new norm’ might unfold, we invite you to read through the Interactive Media & Services survey available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst John Freeman brings a deep well of expertise and knowledge to some of the critical issues and questions surrounding the industry:

  • What is the expected trajectory for U.S. Internet Advertising Revenues?
  • How is the roll-out of 5G technology shaping the industry?
  • Will the upcoming election, with its potential for future regulatory changes, impact the industry’s dynamics and profit models?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


An Industry at the Forefront of Fighting Covid-19 - June 8, 2020

Taking center stage in the battle against the Covid-19 global pandemic is the Pharmaceuticals industry. Treatments and vaccines are the purview of this dynamic and critical world, and the race to find either is now in full-on mode. To take a deeper dive into the status of their endeavors we invite you to read through the Pharmaceuticals survey available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Wan Nurhayati brings readers up to speed on some of the critical issues and questions surrounding the industry:

  • What are some of the key collaborative efforts in effect working to solve the Covid-19 storm?
  • Who are the players and what is the status of clinical trials for a Covid-19 vaccine?
  • Where are the pharmaceutical company’s putting their R&D funds to work?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Trying to Keep the Wheels Spinning… June 1, 2020

As the world battles the novel coronavirus pandemic, economies suffer. Caught directly in the crossfire of the economic havoc wrought by Covid-19 are automakers, who are seeing dramatic drops in auto sales. How far can the damage go, and what might be in store heading into the second half of 2020? You can find some of the answers in the Automobile Manufacturers survey available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Garrett Nelson and Adrian Ng take deep dives into key questions such as:  

  • How much further can sales and revenue drop in the midst of the pandemic crisis?
  • Can the automotive manufactures preserve enough liquidity to weather the storm?
  • What are the possibilities of an auto industry bailout?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 

There is Still Plenty of Paper to Go Around - May 26, 2020

Remember when it was cool to say the workplace was going to become paperless? The notion that companies would eliminate the need for paper thanks to computers and word programs was gospel to some. Yet, somehow, it is not quite true: paper still fills copy machines throughout corporate America. Additionally, with the growth of internet-based e-tailing and delivery requirements, cardboard boxes fill up the front porches and doorsteps of consumers. Who makes all the paper and cardboard boxes? You can find some of the answers in the Paper & Paper Packaging survey available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Matthew Miller trains his eyes on the industry, and he looks into questions such as:  

  • Who are the key players in the industry?
  • Are printed books more popular than e-books?
  • What are some of the factors we see driving the industry growth or decline in 2021?

 
Check out the Sectors and/or Industry Surveyss tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


You Might be Surprised at What Actually Runs Your Car… - May 18, 2020

Hidden inside more functions of your car than you would imagine are Semiconductors. Connectivity to devices such as your smartphone, access to infotainment like audio and touch displays, and body and comfort features found in your seats are just a few of the ways in which semiconductors affect your automotive experience. These details, in addition to much more, are available in the Semiconductors & Semiconductor Equipment survey now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Angelo Zino is focused on the industry, and he looks into questions such as:  

  • Will increased cloud spend during the Covid-19 pandemic be enough to avoid expected deep cuts in industry profitability?
  • How will a projected near collapse of the auto industry impact the semiconductor industry?
  • What are some of the factors we see driving the industry back to growth in 2021?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Apple, 5G Rollouts, and Covid-19 Inform this Key Industry… - May 11, 2020

While the novel coronavirus pandemic remains at the forefront of most everyone, technology innovation and product launches continue apace. In an effort to highlight these efforts, we are pleased to offer the Technology Hardware, Software & Peripherals survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Angelo Zino sets his sights on this key industry, working through questions that include:

  • Will Covid-19 derail Apple’s release of its newest smartphone lineup?
  • What does the shift to work-at-home mean for PC growth during the remainder of 2020?
  • How will 5G rollouts play out through 2020 and beyond?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


A Cleaner World Remains Front and Center… - May 4, 2020

While the Covid-19 global pandemic rages on, and oil prices and world stock markets are subject to seemingly daily rallies and swoons, the efforts to find ways to improve the global climate continue. With those efforts in mind, we are pleased to offer the Alternative Energy survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Angelo Zino and Stewart Glickman cover a range of topics throughout the survey, with a focus on the solar and wind segments.  Topical questions include:

  • Will Covid-19 slow new initiatives across the U.S. and the rest of the world?
  • What does the shift in focus in the U.S. from a Federal Government centered to State/Local centric focus on clean energy mean to consumers?
  • How will cutbacks in ITC credits affect purchasing decisions for consumers?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Road & Rail Keep on Truckin’ and Rollin’ - April 27, 2020

Good times or difficult times, America’s trucking and railroad companies and workers are always on the line, helping to move products from coast-to-coast. These critical sub-industries are part of the backbone of America’s delivery systems, and we are pleased to offer the Road & Rail survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Colin Scarola digs into the nuts and bolts of both trucking and railroads, tackling questions such as:

  • How will the Covid-19 pandemic affect both sub-industries?
  • What trends does CFRA see ahead as trucking looks to compete against railroads?
  • Who are the top players in both arenas?
  • Will a final ‘Infrastructure’ plan from the government provide a backstop against potential economic slowdowns ahead?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.

 


Apparel Makes its Entrance… - April 20, 2020

Trying to keep up with fashion and the retail industry is a challenge as both seem to change on a dime these days. As we noted in the March 30 CFRA Insights, we are breaking out our traditional Retail survey into two parts: Retail (Non-Apparel) and Retail (Apparel). We are now pleased to unveil the Retail (Apparel) survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Camilla Yanushevsky covers both of these sides of the industry, and for Retail (Apparel), she tackles key issues affecting a different side of the industry by answering questions on topics such as:

  • Will the Covid-19 pandemic usher in the end of the retail industry as we know it?
  • What does the Covid-19 issue mean for growth in the E-Commerce space?
  • How will industry dividends trend for the remainder of the year?
  • What is ‘athleisure’ and how is it changing buying habits?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


For Those in Need of Something to Watch… - April 13, 2020

Somewhere down the line we’ll all be able to move about a little more freely. While hunkering down for the wait to that time, entertainment helps. As a bit of a guide, we are pleased to offer the Media & Entertainment Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Tuna Amobi takes a deep dive into the worlds of conglomerates and smaller players across Movies & Entertainment, Broadcasting, Satellite & Cable, Advertising, and Publishing, looking at issues such as:

  • How much pressure are ‘cord-cutters’ and ‘cord-nevers’ putting on the industry today?
  • Who are the Top 10 video subscription service providers?
  • In what ways are the video streaming wars changing the habits of viewers?
  • Will the industry continue to consolidate, and what M&A activity is happening today?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Multinational Banks Makes its Entrance - April 6, 2020

In the middle of the global difficulties caused by the Covid-19 outbreak, commerce and industry continues. One critical component to the eventual recovery will be the banking industry. To help readers sort through this sprawling industry, we are pleased to offer our newest Industry Survey, Multinational Banks, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Firdaus Ibrahim, Kenneth Leon, and Siti Salikin offer a truly global picture, incorporating Asia, Europe and the U.S., of major banking institutions that operate in multiple countries. We look at the ramifications of questions including:

  • How will the Covid-19 pandemic impact the global banking landscape in 2020 and beyond?
  • Where does the U.K. Brexit vote leave the E.U. banking system today?
  • Which multinational banks feature the most bank branches globally?
  • How does Fintech fit into this rapidly changing industry?

 
Check out the Sectors and/or Industry Surveys Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year.
 


Shop till You Drop – March 30, 2020
 
Trying to keep up with fashion and the retail industry is a challenge as both seem to change on a dime these days. In an effort to make it simpler, CFRA is now breaking out our traditional Retail survey into two parts: Retail (Non-Apparel) and Retail (Apparel). We are pleased to unveil the former, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Camilla Yanushevsky anchors the coverage of both surveys. For Retail (Non-Apparel), she tackles key issues affecting the industry by answering questions on topics such as:

  • How will the Covid-19 pandemic impact manufacturers, suppliers, and buyers of goods through 2020?
  • What does the term “Share of Voice” mean to industry analysts?
  • Are Brick and Mortar stores truly in decline?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Retail (Non-Apparel) Survey, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.


Money, Money, Money - March 23
 
The U.S. economy is reeling, the banking industry is assessing the damage, and the capital markets are in a state of flux. Those are the headlines, but beneath them we find a greater depth of discussion in our U.S. Regional Banks and Capital Markets surveys, both now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

Our analysts, Pauline Bell (U.S. Regional Banks) and Kenneth Leon (Capital Markets) provide information, analysis, and updates on these two critical industries, answering questions on topics such as:

  • How will the Fed’s recent rate cuts affect the banking sector’s main financial metrics?
  • What are the key drivers in the Capital Markets sector?
  • Who are the key players in each industry?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the U.S. Regional Banks and Capital Markets surveys, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.

 


Machinery Still Matters - March 16, 2020

From the iconic ‘Yellow Iron’ of Caterpillar’s construction products to the easily recognizable green-colored Deere farm equipment, machinery remains an integral part of the economy and overall productivity.

But there is more to find out about the industry, and we are pleased to offer our Machinery Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

Our newest survey from Equity Analyst Elizabeth Vermillion provides information and updates on the industry, answering questions on topics such as:

  • What are the largest (by market cap) names in the Construction Machinery & Heavy Trucks, Industrial Machinery, and Agricultural & Farm Machinery sub-industries?
  • How will the Chinese economy effect overall industry growth?
  • Will an eventual infrastructure program deliver the goods for the industry?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Machinery Survey, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.
 


Getting Defensive with Utilities - March 9, 2020

When you turn on the switches in your home, you expect lights to illuminate your way around, while setting the thermostat hopefully insures a pleasant temperature regardless of the season. What’s the common theme? Both, and a lot more, come from power generated by a utility.

With the ultimate generation, transmission, and distribution ‘source’ in mind, we are pleased to offer our new Utilities Survey, which folds in our previously separate Electric and Gas Utilities Surveys into one, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

Our newest survey provides information and updates on the Utilities industry, answering questions on topics such as:

  • What do we anticipate in the way of dividends from this typically ‘safe’ investment industry?
  • How will these industries transition over to a ‘cleaner’ source of power beyond coal?
  • In what ways could Battery Storage systems, powered by wind or solar, change the way power grids are constructed and run?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Utilities Industry survey, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.
 


Infrastructure Makes Its Debut - March 2, 2020

You asked for it, and now you’ve got it: a survey specifically focused on Global Infrastructure. It’s as critical a topic as you can find; here in the U.S. we are looking at critical infrastructure needs that too many politicians don’t want to talk about but know need addressing; meanwhile, in Asia, China, India, and Europe, initiatives are on the table, and plans are drawn up. But where do they stand today?

We are please to feature our new Infrastructure Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA Industry Analyst Jia Yi Young provides information and updates on the industry, answering questions on topics such as:

  • What are the critical funding and political issues facing the U.S.?
  • How will China fare in its Belt & Road program?
  • Who will lead the European effort to modernize the continent’s key infrastructure needs?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Infrastructure Industry survey, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.

 


Big News About Telecommunications - February 24, 2020

The big news coming out of the U.S.-based telecommunications world is the $26 billion merger of Sprint with T-Mobile US which was recently approved by U.S. District Court Judge Victor Marrero. Look out AT&T and Verizon…there’s a new player in town.

But that is not the only news in this booming industry. To see just what else is on the telecom burner, we’re pleased to feature our just released Telecommunications Survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Keith Snyder provides information and updates on the industry, answering questions on topics such as:

  • Where are industry giants AT&T and Verizon in their respective 5G rollouts?
  • What are the short and long-term ramifications to the Sprint/T-Mobile merger?
  • How will new regulations impact industry growth?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Telecommunications Industry survey, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.
 


Telecom Heats Up Around the World - February 18, 2020

The telecommunications industry is, like virtually every other industry today, a global enterprise. The race to 5G rollouts, regulatory risks, and ‘bundled’ products and offerings takes place daily from the U.S., to Europe and Asia

With this in mind, we’re pleased to feature both our Telecommunications: Europe and Telecommunications: Asia surveys, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analysts Adrian Ng (Europe) and Ahmad Bin Abdul Halim (Asia) offer a wide variety of information and analysis across these key markets. Topics include answers to these, and other questions:

  • Who are the key market competitors in each Region?
  • What are the regulatory hurdles currently facing companies in each Region?
  • Where do the key competitors stand in terms of critical 5G rollouts?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Telecommunications: Europe and Telecommunications: Asia surveys, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.
 


Life, Health, Property and Casualty: Insurance is Critical - February 10, 2020

Mention ‘insurance’ and most people roll their eyes. Why? Quite simply, it’s complicated! With a vast array of products from annuities to personal auto policies, and terms like ‘catastrophe bonds’ and ‘social inflation’, getting one’s arms around it all takes time and effort.

With this in mind, we’re please to highlight our Property & Casualty, and Life & Health Insurance surveys, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Catherine Seifert offers information and analysis into both important sub-industries by answering these, and other key questions:

  • Who are the Top 10 Writers of Ordinary Life Insurance? Who are the Top 10 Property & Casualty Underwriters?
  • How does the rise of the connected car and autonomous vehicles impact the current underwriting model in Property & Casualty insurance?
  • What are the shifts in consumer habits that are making the biggest changes to the Life & Health insurance agent model?

Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Property & Casualty and Life & Health Insurance surveys, as well as all CFRA’s many other industry surveys, all of which are updated twice per year.
 


Millennials are Changing this Industry… - February 3, 2020

Products from dish detergent to diapers, soaps to motor oil, and toothpaste to dog food are all found within the vast majority of U.S., indeed, global, households. But the trends in purchasing these daily items are changing in ways that may surprise you. With this in mind, we’ve rolled out the Household Products survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Arun Sundaram digs into the changes in the industry by answering these, and other key questions:

  • What are the demographic changes that are shaping the industry heading into 2020?
  • How does the continued rise of e-commerce inform industry CEO’s choices on product innovations?
  • Why are Private Label products so critical to the overall industry?
  • As always, Amazon lurks in the background; what steps are industry companies taking to negate the ‘Amazon Effect?”

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Household Products as well as all CFRA’s many other industry surveys – all of which are updated twice per year.
 


Biotechnology Is More Than Just Drugs - January 27, 2020

Heading into the 2020 election, the biotechnology is a hot topic. New, innovative therapies are always on the horizon, while at the same time, patent expirations remain on the minds of both consumers and producers. Throw in the politics of drug prices, and you have a recipe for an industry certainly worth keeping on the (investing) radar. We’re pleased to bring the Biotechnology survey to the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Kevin Huang details the industry by answering these, and other key questions:

  • What is CFRA’s overall outlook on the Biotechnology Industry?
  • How are ‘biosimilars’ affecting the overall biotechnology market?
  • Who produces the Top 10 Biotechnology drugs, and what are those drugs?
  • How is the U.S. government trying to tackle the high cost of prescription drugs?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Biotechnology as well as all CFRA’s many other industry surveys – all of which are updated twice per year.

 


Metals Still Matter - January 20, 2020 

From steel to gold to aluminum and copper, metals make an almost infinite number of products manufactured and sold around the world. Additionally, they also shape the trade (and now tariffs) landscape. We’re pleased to bring the Metals & Mining survey to the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Matthew Miller details the industry by answering these, and other key questions:

  • What is CFRA’s overall outlook on the Metals & Mining Industry?
  • Who are the Largest Steel Producing Countries in the World?
  • What products are the greatest users of U.S. steel?
  • How will the most recent (2019) mergers affect the industry going forward?

 
Check out the Sectors and/or Industry Surveys s tabs in MarketScope Advisor to review the Metals & Mining as well as all CFRA’s many other industry surveys – all of which are updated twice per year.


Of Bedding, Furniture and Home Furnishings… - January 13, 2020

Household Durables may not sound like the most exciting of industries on the surface, but beneath it investors will find a wide range of sub-industries, big-time market cap names, and a changing landscape that affects the entire Consumer Discretionary Sector. The Household Durables survey is now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Kenneth Leon brings the industry alive looking at some of these key questions:

  • Who are the Top 5 Home Furnishing Import and Export Countries?
  • What are the Top 10 U.S. Household Furniture product imports and exports?
  • Where are the largest Source Countries of U.S. Household Furniture Imports and Exports?
  • Why are online bedding retailers such a threat to the Home Furnishings business model?

 Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Household Durables as well as all CFRA’s many other industry surveys – all of which are updated twice per year.


 


Flying the (Global) Skies - January 6, 2020

CFRA kicks off the New Year with another combined survey: we’ve melded our traditional Airlines with Airlines: Asia, added analysis on the European airline industry and bundled them all together into one Airlines survey for a truly global look at one of the most critical industries in the world. The (new) Airlines survey is now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.

CFRA equity analyst Aaron Ho brings a keen eye and background to help answer some of these questions:

  • Who are the Top 25 Largest Airlines by Market Capitalization?
  • Which airlines are the market share leaders in the U.S.?
  • Where are the most notable airports that commenced operations in 2019 located?
  • Why is Asia-Pacific likely to be the fastest growing passenger traffic region?

 
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review the Airlines Survey as well as all CFRA’s many other industry surveys – all of which are updated twice per year.

 

 

2019 Industry Surveys



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Industry Surveys

CFRA’s Industry Surveys provide broad and fundamental industry overviews, helping investors familiarize themselves with an industry and identify key drivers.

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Industry Surveys can be found in Sectors and/or Industry Surveys tabs in MarketScope Advisor
 


Aerospace & Defense
Airlines
Alternative Energy
Asset Management & Custody Banks
Automobile Manufacturers
Biotechnology
Capital Markets
Chemicals
Commercial Services & Supplies
Communications Equipment
Consumer Finance
Data Processing & Outsourced Services
Electronic Equipment & Instruments
Energy Equipment & Services
Food & Staples Retailing - U.S.
Food Retail - Europe
Food, Beverages, Tobacco & Cannabis
Foods & Beverages: Europe
Health Care Equipment & Supplies
Health Care Providers & Services
Hotels, Gaming & Lodging
Household Durables
Household Products & Providers
IT Consulting & Other Services
Infrastructure
Interactive Media & Services
Life Insurance
Life Sciences Tools & Services
Machinery
Media & Entertainment
Metals & Mining
Midstream Oil & Gas
Multinational Banks
Oil, Gas & Consumable Fuels
Paper & Paper Packaging
Pharmaceuticals
Property & Casualty Insurance
Real Estate Investment Trusts
Restaurants
Retail (Apparel)
Retail (Non-Apparel)
Road & Rail
Semiconductors & Semiconductor Equipment
Software
Technology Hardware, Storage & Peripherals
Telecom - Asia
Telecom - Europe
Telecommunications - U.S.
Textiles, Apparel & Luxury Goods
U.S. Regional Banks
Utilities