Primer: Fresenius & KGaA (FRE GY) - Oct 2025
Strategic Overhaul Driving Focus and Efficiency: Under its '#FutureFresenius' program, the company is undergoing a significant transformation...
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Fresenius SE & Co: Will Aggressive Pipeline Expansion Be the Secret to Long-Term Dominance?
Fresenius reported a robust financial performance in the first quarter of 2025 with promising momentum across its business segments.
236 Views
Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
406 Views
Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
673 Views
Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
524 Views