Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
377 Views
The Global Autos Break Down, Though Tesla on Full Charge
Auto exposures are in decline among Global active investors. Average holding weights are towards the lower end of the 9-year range, at 0.83%. A...
583 Views
Liquid Universe of European Ordinary and Preferred Shares: June '26 Report
June brought renewed divergence across European ord/pref pairs. Structural outliers widened, convergence became more selective, and implementation...
109 Views
Quiddity Leaderboard ES50: US$1.2bn One-Way in Jun26; 3 ADDs and 3 DELs Likely in Sep26 with a Twist
ASML capping drives US$1.2bn of flows this Friday. For September, we see Societe Generale narrowly sneaking into the rankings to become an expected...
121 Views
EV Battery: Which One Is for You?
Comparing Samsung SDI, LG Energy Solution, and CATL in the battery business, highlighting the importance of US AMPC and alternative valuation...
118 Views