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...
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[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...
339 Views
The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications
Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...
302 Views
U.S. Equity Strategy: Buying Semiconductors, Auto Dealers, and Asset Mgmt/Custody Banks
Despite our overall cautious outlook, several areas are attractive and buyable, including: Semiconductors, Auto Dealers, and Asset Management...
322 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...
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