Market Outlook
Daily/Weekly/Monthly macro analysis and sentiment.
BOC Hong Kong: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 BOC Hong Kong: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
Bank of Communications: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 Bank of Communications: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
BYD Limited Goes In 29% Under Our Fair Value
Earnings Preview · 28 August 2026 BYD Limited Goes In 29% Under Our Fair Value Where our screen stands going in Fails the principled screen,…
A 26% Margin of Safety Meets BYD Limited’s Print
Earnings Preview · 28 August 2026 A 26% Margin of Safety Meets BYD Limited’s Print Where our screen stands going in Fails the principled screen,…
Bank of China Reports Today: Strong Company, Failed Screen
Earnings Preview · 28 August 2026 Bank of China Reports Today: Strong Company, Failed Screen Where our screen stands going in Fails the principled screen,…
China Construction Bank Reports Today: Strong Company, Failed Screen
Earnings Preview · 28 August 2026 China Construction Bank Reports Today: Strong Company, Failed Screen Where our screen stands going in Fails the principled screen,…
Industrial Commercial Bank: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 Industrial Commercial Bank: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
Affirm Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 28 August 2026 Affirm Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Dollar General Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 28 August 2026 Dollar General Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $10.79B.…
Workday Delivered the Quarter and Clears Our Principled Screen. What We’re Watching.
Earnings Review · 28 August 2026 Workday Delivered the Quarter and Clears Our Principled Screen. What We’re Watching. The print Revenue $2.54B. EPS $2.75 vs…