Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
458 Views
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...
414 Views
Predictive: Perseus Pitches Preferred Proposal
Robex has limited options. PRU will just up the ante and block any attempt to wrangle "superior" terms. If you can take down borrow cheaply, look...
446 Views
[Earnings Preview] TotalEnergies at Risk from Oil Price Decline, Better Gas Prices Offer Relief
TotalEnergies' revenue and EPS are expected to decline YoY due to weak crude oil prices in Q3. The firm’s long-term growth prospects are strong...
399 Views
China Feihe (6186): Flying No More?
In this insight, we shall discuss the impact of the worsening crisis in Hong Kong to China Feihe (6186 HK) although it seemingly has no direct...
729 Views