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Capex Beneficiaries

Dec 06 2019

Capex Beneficiaries “Delivered,” But Only On Price Action

  • Dec 6, 2019

With optimistic views on capex in late 2017, we built a thematic group of companies that appeared to be potential beneficiaries of higher spending going forward. This group has outperformed the market; but, the capex trend is disappointing and quite concerning.