UK Index Forecasts - Jun26: ROSE Blossoms Into F250 Following Listing Transfer
ROSE LN was the highest-impact trade of the UK index at the June 2026 review with its inclusion to F250 and All-Share following listing transfer to...
155 Views
Quiddity F100/F250 Jun26 Results: 16/18 Expected ADDs/DELs Correct; 10+ Days to Buy for F250 ADDs
Rosebank and Cordiant are big F250 ADDs for ​June 2026. New Transfers and listings make up most of the F250 ADDs. Inclusion/Exclusion events set...
147 Views
Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
643 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.5k Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
1.2k Views