The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
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Primer: Northern Trust (NTRS US) - Sep 2025
Northern Trust is a leading global financial institution with a specialized focus on providing asset servicing, wealth management, and asset...
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Today's Dominant Ideas
Technically, the SET Index is expected to weaken, with the support at 1,370/1,366 points and the resistance at 1,392/1,398 points. The expectation...
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Link Admin (LNK AU) Sets in Motion a Strategy to Realise Underlying Value
The PEXA distribution marks the latest move to unlock the underlying value by pursuing a breakup strategy. If you haven’t been turned off by the...
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Link’s Ongoing Overtures from DND Underscore Its Value
DND’s latest offer and the Board’s perusal of the in-specie distribution of the PEXA stake were the catalysts required to highlight the underlying...
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