B.Grimm Power Plc. (BGRIM): Domestic Growth (PDP) / Overseas Growth (RE and Gas-Fired IPPs) - Outperform (12M FWD Fair Value Bt19.00)
We are positive on BGRIM's MW growth potential both domestically through opportunities under the PDP (RE, data centers, and Direct PPA) and...
91 Views
Russell 2000 Testing 1.5+ Year Resistance; Downgrading Communications; Steel Buys $NUE $STLD $ZEUS
Market remains in a "lockout rally" where prices continue to move higher with little-to-no pullbacks, while ignoring overbought readings -- as we...
579 Views
Consolidation Likely, But Little Reason to Be Bearish; Buys Within Biotech, Latin American Banks
$SPX is 1% above 4300-4325 which we anticipated would cap upside for 2023. Our view since May 30 (ETF Pathfinder) is we cannot be bearish if SPX is...
504 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
512 Views
Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
384 Views