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Equity Bottom-Up

Equity Bottom-Up
Equity Bottom-Up Insights

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bearish•Rio Tinto Ltd
•18 Dec 2025 04:49

Rio Tinto: Reorg Detail, New Guidance

Rio Tinto reported detail on its reorg and 2026 guidance which look achievable but we see risks to iron ore and copper prices, while the price...

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bullish•Nestle
•18 Dec 2025 00:33

Primer: Nestle (NSRGY US) - Dec 2025

Dominant Market Position and Brand Portfolio: Nestlé stands as the world's largest food and beverage company, boasting a diversified portfolio...

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bullish•Lion One Metals
•18 Dec 2025 00:00•Issuer-paid

LIO: Drills 218 g/t over 1.2m at its Tuvatu Gold Mine

What you need to know: • Lion One announced drill results from 4,040m of underground infill and grade control drilling at its Tuvatu Gold Project...

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bullish•VEON
•17 Dec 2025 23:42

VEON (VEON US): Two New Fintech Developments Signal Significant Digital Growth Ahead

Two new fintech developments, a new partnership with Binance and payments license approval in Bangladesh, support our forecast for a major...

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bullish•Sequent Scientific
•17 Dec 2025 23:30

The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside

​NCLT approves Sequent-Viyash merger, creating INR 8,000 Cr+ Life Sciences platform with 56:100 swap ratio and management upgrade.

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