bullish•Idemitsu Kosan•14 Feb 2023 21:06
Idemitsu (5019) - A Big Miss and A Big Buyback
Idemitsu (5019) announced a bad Q3 result, with petroleum products doing very badly. Full-year forecasts are lowered. A buyback was announced,...
bullish•Nikkei 225•11 Sep 2023 05:59
EQD | Nikkei 225 (NKY) MONTHLY Trajectories Analysis
The Nikkei 225 INDEX fell in July/August. Currently down also in September, could reach OVERSOLD condition. Newly-generated resistance levels are...
bullish•HCL Technologies•09 Sep 2023 00:48
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
bearish•US Treasury (10 Yr Generic)•01 Sep 2023 23:57
Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
bullish•Thematic (Sector/Industry)•29 Aug 2023 06:46