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Published research · Complete archive2026 · 3552 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[ENIC] Enel Chile Thesis 2026: Hydro and Renewables Generation Plus a Regulated Santiago Grid
ENIC
Sep 3, 2026
[CIB] Bancolombia Thesis 2026: Colombian Loan Cycle Drives Central America Capital Return
CIB
Sep 3, 2026
[BWLP] BW LPG Compounds Gas Shipping Franchise Through VLGC Fleet And Trade Route Cycle
BWLP
Sep 3, 2026
[AIR] AAR Compounds Aviation Franchise Through Aftermarket Services And Fleet Demand
AIR
Sep 3, 2026
[EGP] EastGroup Properties Thesis 2026: Sun Belt Industrial REIT Drives Same-Property NOI Capital Return
EGP
Sep 3, 2026
NTGR: FY25 Deep Dive
NTGR
Sep 3, 2026
[JHX] James Hardie Compounds Fiber Cement Franchise Through Repair Remodel Demand And Category Conversion
JHX

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