Primer: Cellnex Telecom Sau (CLNX SM) - Aug 2026
Strategic Pivot to Organic Growth and Deleveraging: After years of aggressive M&A-led expansion, Cellnex is now focused on a new chapter...
89 Views
2025 Learnings | Short the Stagnant
​Analysis of across markets showed that earnings inflection, ROE improvement, and cash-flow recovery drove returns, highlighting the importance of...
249 Views
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...
636 Views
Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
205 Views
Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
347 Views