LGES (373220): Good Result, But...
Less attractive compared to Samsung SDI, LG ES is also more heavily reliant to US AMPC. However, the recent earnings rebound makes the case to...
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Dassault Systèmes (DSY FP): An Evolving Competitive Landscape
Schneider/PTC raises competitive pressure, but Dassault’s strong engineering franchise and AI strategy, supported by ArisGlobal, offer meaningful...
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BHP Group Ltd (BHP AU): Synthetic Expert Call Transcript (04 Oct 2026)
Financial engineering obscures underlying operational headwinds: BHP’s FY26 net debt reduction to $8.7 billion was heavily supported by the $4.3...
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Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
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WEEKLY Tactical Recap | Asymmetric Setup: CATL, Advantest Corp, Tokyo Electron, Zijin Mining, NIFTY
Weekly Macro Tactical Recap | Asymmetric Setups - Quantitative models tracking momentum extremes across Asian/Global equities and commodities to...
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