Tag: NearTerm
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Mid-America Apartment Communities: Long-Term Buy Despite Limited Near-Term Growth (MAA)
Grand Warszawski A couple of months ago, before the release of Q3 2023 earnings, I issued an article Mid-America Apartment Communities (NYSE:MAA) assigning a buy rating. It was really a combination of two fundamentally important factors that made the investment thesis rather attractive – i.e., one of the safest balance sheets in the sector with…
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TDCX: Poor Visibility Into Near-Term Performance (NYSE:TDCX)
Patamaporn Umnahanant Summary Readers may find my previous coverage via this link. My previous rating was a hold as I believed TDCX (NYSE:TDCX) was facing a very strong growth headwind, particularly from its largest digital advertising client. Indeed, the business continues to face growth headwinds. I am reiterating my hold rating for TDCX as I…