MKM Partners Expands Its Custom Survey Capabilities, Rebrands MKM Intelligence Community As Quantitative Survey Group | QSG

STAMFORD, Conn. and NEW YORK, May 25, 2017 /PRNewswire/ — MKM Partners is expanding its custom, proprietary survey capabilities and is rebranding as Quantitative Survey Group | QSG to better align with […]

MKM Partners Hires Senior Sales Professional for its MKM Intelligence Group

STAMFORD, Conn., July 13, 2016 /PRNewswire/ — MKM Partners today announced that David Picher has joined our MKM Intelligence Community team as a Managing Director and senior sales professional. David will be […]

Roxanne Meyer to Cover Specialty Retail

STAMFORD, Conn., May 8, 2015 /PRNewswire/ — MKM Partners today announced that Roxanne Meyer has joined as Managing Director, Senior Research Analyst- Specialty Retail. Roxanne will accelerate the expansion of […]

Firm Hires Sagar Sheth to Open Chicago Office

Sagar Sheth to Run Chicago office and Expand the Offerings in the Midwest

STAMFORD, Conn., June 9, 2014 /PRNewswire/ — MKM Partners today announced that Sagar Sheth has joined as Managing Director of […]

WeWork’s Cash Burn is a Bigger Concern than its Valuation, MKM’s Kulkarni Says

Bloomberg Technology, Sept 18th, 2019. (Read Article)

It Could Get Worse For One Beaten-up Payments Stock, Chart Suggests

CNBC, Sept 13th, 2019. (Read Article)

MKM Partners Restaurant Analyst Brett Levy discusses Wendy’s competition in fast food breakfast.

Fox Business News, Sept 12th, 2019. (Read Article) MKM Partners Restaurant Analyst Brett Levy discusses Wendy's competition in fast food breakfast.

Handful of Dow stocks flash rebound signal

CNBC, May 29th, 2019. (Read Article) Around one-third of Dow stocks are now in oversold territory after heavy sell-offs this month, a possible sign of a bounce in the making. J.C. O'Hara [...]

MKM’s O’Hara Says Sell S&P 500 E-Minis If Below 10 DMA

Bloomberg News, March 6th, 2019. (Read Article) On this edition of "Charting Futures," MKM Holdings Chief Market Technician J.C. O'Hara examines the pullback in U.S. equities with Bloomberg's Abigail Doolittle on [...]

Fed Already At Neural

Bloomberg Surveillance... December 18, 2018 - 10:54 AM EST. (Read Article) Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says the justification to continue rising rates has evaporated. [...]

Blurb: Institutional Investor Magazine Ranks MKM one of the “Best Places to Work for Women in Equity Research”

Ranking the most gender-diverse research departments, based on nominations for the 2018 All-America Research Team.

Target preview: Shoppers are showing up for the exclusive brands

MarketWatch by Tonya Garcia, May 23rd, 2018. (Read Article) MKM Partners is bullish about Target Corp. first-quarter earnings, scheduled for release on Wednesday before the opening bell, thanks to brands like Universal [...]

Morning Agenda: More Questions for Wells Fargo

The New York Times by Chad Bray, August 8th, 2017 Its reputation is already tarnished by a fake accounts scandal. Now, Wells Fargo is facing questions for a second time in [...]

Why Paris Pullout Is No Cure All for Coal

Barron's by Ben Levisohn,  June 6th, 2017. (Read Article) When President Donald J. Trump pulled the U.S. out of the Paris climate agreement, the initial reaction was that it would be [...]

MKM’s Top 10 Housing Market Heat Index: January Barely Moves; Buoyed by Permits Sector: Homebuilding

In the 17th edition of MKM’s Top 10 Housing Market Heat Index, January stayed relatively flat against the month prior as solid growth in building permits were offset by flat sales, lackluster […]

Huawei Investigation Is Overhang, Unclear If And When May Hurt Component Sales

Author: Mike Genovese Sector: Technology: Communications Equipment

https://mkm.bluematrix.com/docs/pdf/37e779c9-a1af-4b35-b868-c36ebeb298fc.pdf

A Very Good Outlook For FY19, Even Without Borderlands 3; Still A Great Cash Story

Author: Eric Handler Sector: Entertainment: Video Games

We look for a record EPS in FY19 as history would suggest management’s initial guidance is conservative

https://mkm.bluematrix.com/docs/pdf/af11b247-6706-40a0-a35b-de9ece16c29a.pdf

Proprietary Survey #11 Supports Continuation of Strong Sales Trends Into 2018

Expect a strong 4Q and 20%+ EPS growth in 2018, though a few boxes to check when LULU reports on 3/27 Sector: Consumer: Broadlines & Hardlines Retail

Author : Roxanne Meyer Sector : […]

2018 State of Optical Components Market: Looking for Industry Consolidation

Author : Mike Genovese Sector : Technology:Communications Equipment

https://mkm.bluematrix.com/docs/pdf/77310952-aa3d-484c-ab54-8f1a6449ac04.pdf

MKM Partners Top Picks for 2018

MKM Partners Top Picks for 2018

This morning, we are publishing our Top Picks report for 2018. In this report, we detail our fundamental equity top picks with a main thesis, FY18 catalysts, […]

Profitability has improved for semiconductors

https://www.cnbc.com/video/2019/04/24/profitability-has-improved-for-semiconductors-says-expert.html CNBC, April 24, 2019 Ruben Roy, MKM Partners managing director, and Stacy Rasgon, analyst at Bernstein, discuss potential for growth and profitability in the semiconductor space.

Eric Handler on Hasbro-Mattel Merger: Hurdles to Overcome

CNBC, November 11th, 2017. (Watch Here) Eric Handler, managing partner at MKM Partners, believes the possible Hasbro-Mattel merger could be a long, hurdle-filled journey.

Alibaba is growing quickly in acquired properties: Rob Sanderson

CNBC, June 21st, 2017. (Watch Here) Rob Sanderson, MKM Partners managing director, discusses Alibaba's growth and what the company needs to do to get to $1 trillion.

Homebuilders are targeting millennials — but it will hit their margins

CNBC May 17th, 2017. (Watch Here) The largest generation is finally starting to buy houses. The trouble is, there aren't enough houses for sale to feed their appetite, at least not [...]

KeyBank Capital: Amazon is defining retailer of the age, but…

CNBC May 9th, 2017. (Watch Here) Debating the bull and bear cases for Amazon with Rob Sanderson, MKM Partners, and Ed Yruma, KeyBanc Capital Markets.

Investors blocking out ‘political noise’ and focusing on…

CNBC April 18th, 2017 (Watch Video) Rob Sanderson, MKM Partners, breaks down Netflix's quarterly results which posted EPS of $0.40 on revenues of $2.64 billion, which were in line with expectations but showed guidance [...]