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bullish
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Taiwan Semiconductor (TSMC)
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20 Dec 2024 16:47
Asian Equities: 2025 High Conviction – Five Themes, Five Top Picks
2025 may be tricky for Asian equity with "Trump turmoil", slower Fed, strong Dollar. AI boom would help. Ditto China's consumption focus & India's...
Manishi Raychaudhuri
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721 Views
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bullish
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Greatview Aseptic Packaging
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20 Dec 2024 15:18
GAPack (468 HK): XJF Satisfies Pre-Cons. Management Should Back Terms
Bi/Hong will likely stick to their guns, and reject XJF's offer, and hope the deal fails. Minority shareholders should ignore that advice and tender.
David Blennerhassett
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537 Views
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bullish
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Thematic (Sector/Industry)
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19 Dec 2024 17:51
Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
Nicolas Van Broekhoven
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359 Views
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bearish
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Macroeconomics
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18 Dec 2024 13:25
The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing
Happy Tuesday, and welcome back to our weekly commodity editorial, where we keep you updated each and every week on what’s going on in the world...
Steno Research
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305 Views
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bullish
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Macromill, Inc
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17 Dec 2024 22:37
Activist Buys 7+% of Takeover Target Macromill (3978 JP)
Activist Oasis has added themselves to the mix. The language in the new 7.1% filing is interesting. Noteworthy: none of the large fundamental long...
Travis Lundy
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