Primer: Giant Manufacturing (9921 TT) - May 2026
Giant is navigating a significant industry downturn, characterized by inventory overhang and margin pressure, which has led to a sharp decline...
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MSCI ACWI-US Bullish Above $93; EURO STOXX 50 Holding At Uptrend; Buys in Discretionary, Tech, Svcs.
MSCI $ACWI Bullish Above $93, inverse head-and-shoulders breakout targets $110; EURO $STOXX 50 Holding At the Uptrend; Buys in Consumer...
543 Views
Quiddity T50/100/TDIV Mar26 Results: 100% Hit Rate; US$1.7bn+ Total One-Way Flows
Yulon Finance (9941 TT) is confirmed as a TDIV DEL because it is a T100 DEL which makes it ineligible for the TDIV index. There could be more than...
224 Views
Garmin & Strava: Betting on CycleTech
Professional cycling hit rock bottom almost exactly twenty years ago, when its biggest stars got caught in the perhaps biggest doping scandal ever.
162 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
838 Views