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Unpaywalled Insights
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bullish
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Sumitomo Chemical
•
12 May 2024 16:22
Sumitomo Chemical (4005): To Believe Or Not To Believe, That Is the Question
When Sumitomo Chemical announced a JPY200bn increase in impairment losses, the market was already discounting twice that much. More positive...
Michael Allen
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226 Views
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bullish
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Thematic (Sector/Industry)
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09 May 2024 10:34
Leaders and Laggards in Advanced Asia-Domiciled Insurance Sector
Insurers domiciled in Advanced Asian Economies have reaped the benefits of the higher-for-longer interest rate environment that has buoyed...
Criat
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205 Views
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bullish
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Cross Asset Strategy
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08 May 2024 14:10
New Release: Fund Positioning Chart Pack
The latest trends in active equity fund positioning, from Indonesian activity among Asia Ex-Japan funds to sector dispersion among active US funds.
Steven Holden
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200 Views
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bullish
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Bitcoin Pro
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08 May 2024 04:28
Bitcoin Battles ETF Outflows
Bitcoin Spot ETFs are attracting institutional capital, market insights drive BTC performance, and upcoming token unlocks are shaping market...
Delphi Digital
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145 Views
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bearish
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TORIDOLL Holdings Corporation
•
05 May 2024 21:08
Toridoll (3397): Restaurant Chain on a Ledge
Stock trades at 3x the market PBR despite consistently average RoE. Even the slightest disappointment could send the stock tumbling, and now, macro...
Michael Allen
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301 Views
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