Recently Published Research

研报英文原文证据摘录

Recently Published Research

Research Summary Early Equity Research

Industrials

ECL (Equal Weight) Management Meeting Takeaways: Ecolab Digital Is a Key Growth

Driver | Jason Haas

Sector Research Notes

Consumer

Consumer: Gaming: Louisiana April Gaming Revenue +11% Y/Y to $224m | Trey Bowers

Energy

Energy: 'Finer Things: Fuel's Gold | Sam Margolin

Health Care

Health Care: Key Takeaways from FDA Workshop on NMIBC | Yanan Zhu

Health Care: Rx Dry Eye Tracking Report—Data Week Ended 5/8/26 | Larry Biegelsen

Health Care: OTC CGM App Tracker—Data Through 5/17/26 | Larry Biegelsen

Health Care: Diabetes Devices Tracker—Data Week Ended 5/8/26 & Q1 Recap (ABT,

DXCM, & PODD) | Larry Biegelsen

Industrials: Mortgage Banker's Association Conference Takeaways: Industry in Support of

Competition | Jason Haas

Industrials: Consolidation and Tightening Capacity Coming | Christian Wetherbee

Industrials: Large-Scale Farmer Check: Farmer Income, Used Equipment, Early Orders,

Precision Ag | Jerry Revich

Industrials: Airbus & Boeing Production vs. Deliveries Tracker | David Strauss

Materials

Materials: Bldg Materials Update: IIJA's Proposed Successor Thinks Small | Timna Tanners

Materials: WF Ag Monthly (May 2026): WASDE Sees Stronger Pricing in 2027/Farmer

Fireside Tidbits (+) | Michael Sison

Materials: Weekly Material Matters: Sell in May on Full Display | Timna Tanners

Media & Telecommunications

Media & Telecommunications: Good Morning Media! | Steven Cahall

Real Estate

Real Estate: Bridging New Homes & SFRs -- Latest Proprietary Work Offers Fresh

Perspective | Wells Fargo REIT & Homebuilding Team

Technology & Services

Technology & Services: Revisiting CXL Progress – a Long-Awaited Next-Gen Memory

Interconnect Architectural Shift w/ Inflection Ahead (2027+?) | Aaron Rakers