Primer: Manila Electric Company (MER PM) - Aug 2026
Manila Electric Company (MERALCO) is the largest private-sector electric distribution utility in the Philippines, operating a natural monopoly...
98 Views
Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities
Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities. Looking for the $ACWI rally to fizzle, either here at $113.50-$115 or...
729 Views
Still Favor Defensives Until Market Dynamics Improve; EURO STOXX 50 Testing Crucial 5000 Level
Still Favor Defensives Until Market Dynamics Improve; EURO $STOXX 50 Testing Crucial 5000 Level; Watch for Resistance at $105-$117.69 on $ACWI. Buy...
1.1k Views
Odds of a Prolonged Downturn Are Rising; We Are Cautious; Get Defensive
Odds of a Prolonged Downturn are Rising; We are Cautious; Get Defensive; $115 on ACWI-US Remains Key Level, and is at Risk of Breakdown. Actionable...
628 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