Melius Analytics ranked the industrial companies with the most tariff exposure to China. Contact us to find out who else is most at risk in a trade war…
#china#trade#dataanalytics
We saw continued deceleration beginning in 4Q18 for Mohawk's tiles, driven by ceramic and stone SKUs. We’ll remain cautious on future demand if volumes don’t start picking up…
$MHK #DataAnalytics#AlternativeData
$CAT North America procurement is looking strong for key SKUs. This quarter is likely in-line but 2Q19 outlook is tracking better than consensus!
#DataAnalytics#AlternativeData
Today we initiate data coverage on MedTech ! Through tracking and back-testing millions of key revenue-generating SKUs, we identified predictive power in multiple use cases including revenue/demand signals.
#medtech $ALGN $BAX $BDX $BSX $HRC $INGN $ITGR $RMD $STE $SYK
Melius Analytics called out accelerating growth in key revenue-generating SKUs within $IR climate segment (Trane/HVAC) which saw 20% orders growth and 9% core. We see continued strength in our January data and expect a strong 1H19.
#dataanalytics#alternativedata
Melius Data Analytics sees continued execution risk at $CMI. Our data for key SKUs shows the worst decline in 5 years in terms of production as well as procurement, with higher use of air freight implying factory execution issues.
#dataanalytics#alternativedata@MeliusResearch