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Vonovia (VNA GR)
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22
Analysis
Real Estate
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Germany
Vonovia SE provides real estate services. The Company manages, leases, and sells apartments. Vonovia offers residential real estate to customers throughout Germany.
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bullish
•
iShares MSCI Brazil Capped ETF
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02 Dec 2023 04:55
Bullish Outlook Intact; Upgrading Brazil to Overweight; Buying Global Gold/Silver Miners + More Buys
Our bullish outlook on global equities $ACWI remains intact. We are also upgrading Brazil $EWZ to overweight. We continue to expect a rally into...
Vermilion Research
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415 Views
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bullish
•
Taiwan Semiconductor (TSMC)
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18 Nov 2023 01:40
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
Vermilion Research
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450 Views
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bullish
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Stellantis NV
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22 Sep 2023 23:39
Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
Vermilion Research
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421 Views
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bullish
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Ferrari N.V.
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03 Sep 2023 21:38
Quiddity ES50 Sep 23 Rebal: Ferrari/Vonovia Change Confirmed + Another US$2bn+ Flow Surprise!
I would look to go SHORT Saint-Gobain vs peers during the Inclusion event especially if Saint-Gobain sharply outperforms peers between now and the...
Janaghan Jeyakumar, CFA
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500 Views
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bullish
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Ferrari NV
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28 Aug 2023 16:43
Quiddity Leaderboard ES50 Sep 23: US$1.3bn Flow for Ferrari Likely; Announcement Soon
I expect Ferrari NV to be added to the ES50 index and Vonovia to be deleted from the ES50 index in September 2023.There could be 13+ days of volume...
Janaghan Jeyakumar, CFA
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451 Views
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