Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Global Strategy:Â Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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U.S. Equity Weekly:Â Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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Playtech (PTEC LN): A Nuanced Flutter
Presumably, a firm Offer from TTB could only unfold if they have the inside track on the Asian block's intentions. This is a messy, nuanced affair,...
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NetEnt-Evolution: Are People Betting on an Overbid?
On 24th June 2020, Sweden-based Online-Casino company NetEnt AB (NETB SS) announced they had received a Public Takeover Offer from larger rival...
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