Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
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From AI Packaging to AI Edge: Listed Names to Watch at SEMICON Taiwan 2025 Starting Today
Key themes and major industry sponsors at SEMICON Taiwan, with a focus on six lesser-known Taiwan companies showcasing new AI technology.
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EURO STOXX 50: Exclusion by Sector
Merck KGaA's fluctuating ranking in the Health Care sector impacts the probability of Nokia's deletion from EURO STOXX 50 which can cause a passive...
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QuantumPharm IPO Trading - Lukewarm Insti Demand Combined with a Tight Float at Listing
QuantumPharm (QUP HK) raised US$126m from its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
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