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bullish
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Thematic (Sector/Industry)
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20 May 2024 16:52
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
William Keating
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bullish
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Macroeconomics
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20 May 2024 10:47
Steno Signals #100 – China’s MAJOR power grab on Copper supply chains
Happy Sunday from sunny Greece and welcome to a very special jubilee edition of Steno Signals. Let me start by dwelling on the fact that Macro...
Steno Research
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bullish
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Thematic (Sector/Industry)
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17 May 2024 19:34
Beike (BEKE US): New Government Measures Aimed at Promoting New Home Sales Warrants Attention
Chinese cities are implementing property stimulus to boost new home purchases over existing ones and penalize those who sell homes.
Blue Lotus Research Institute
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bullish
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Cross Asset Strategy
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17 May 2024 10:05
Gold's Next Leg Up And Why It Matters
China continues to buy gold while it sells US treasuries at a record pace. In the first quarter, China sold $ 53B or US treasuries and agency...
David Mudd
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bullish
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Scales Corp Ltd
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17 May 2024 08:35
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Broker
Scales - How About Them Apples
We estimate an implied EV/EBITDA (pre-IFRS 16) multiple of ~4x for the orchards component versus SCL's FY24 group multiple of ~6x.
Forsyth Barr
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