Categories: Market, News & Events | Published: Oct 21st 2018
Winds Of Change
The High Point Market started on Thursday with a hurricane that brought torrential rain, fallen trees and massive power outages. By Friday the skies were clear and the market as strong as we have seen.
The 10%, and impending 25%, tariff became the #1 topic for the week, as we walked the show and spoke with over 100 industry CEOs. Half of our clients think the Trump administration will cut a deal soon and leave the ...
Categories: News & Events | Published: Aug 20th 2018
Chinese tariffs? Currency manipulation? Banking bubble? We had to go to China to see for ourselves.
Our 8-day trip to southern China and Hong Kong was very eye opening. Again, we witnessed this powerful country’s strong infrastructure moves, continuing construction of massive factories and skyscrapers, and hordes of people at every turn.
Tariffs were the main topic of discussion. There is general concern that the duties will endure and long ...
Categories: NeoCon, News & Events | Published: Jun 7th 2018
The environment heading into Neocon is upbeat—with stock prices high, the general economic environment strong and the M&A industry hot. This confluence of positive indicators, along with the recent announcement of a terrific new acquisition for the industry, leads Stump to be bullish about the show next week and the M&A market for the 2nd half of 2018.
We are pleased to share that HAT Contract has been purchased by Innovative Workspaces, a portfolio ...
Categories: Market, News & Events | Published: May 7th 2018
HD Vegas was upbeat and busy. We spoke with over 60 CEOs during our 48 hours in Vegas. The majority were optimistic, with most CEOs bullish about performance for at least the next 18-24 months, given the strength of their backlog and visibility into the new projects. We were again reminded that the ability to accurately forecast is a positive feature of the Hospitality Sector given the lead time necessary for installations and new construction ...
Categories: Market, News & Events | Published: Apr 23rd 2018
This was one of the best markets in years, a sentiment shared by most people we encountered during our 6 days in High Point. Talk of mergers and acquisitions (M&A), real estate movements and new product introductions were in full swing.
Quote #1 of the Market: “Rumors are just that….don’t listen.”
M&A was the hottest topic in our private conversations. Here are the key takeaways:
- Asian buyers continue to seek US assets ...
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