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Europe
Insights on Europe (EU)

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05 Nov 2024 15:05

NXP, Renesas, STMicro: Only Bad News. Auto & Industrial Semi Firms Give Poor Signals on End-Demand.

​Cautious outlook for Auto and Industrial Semiconductor due to high inventories and slowing end-demand. NXP, Renesas and STMicro stocks look cheap...

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05 Nov 2024 11:30

Thematic Report: Slowdown in India's Credit Sector

​RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...

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bullishNorthern Ocean
05 Nov 2024 11:09Syndicated

Northern Ocean (NOL.OL) - Monday, Aug 5, 2024

Potential investment opportunity in NOL for investors interested in exposure to deepwater drilling, with high-quality rigs and the potential for...

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05 Nov 2024 01:10Issuer-paid

Braemar - Robust trading, but UK budget adds to costs

Government changes to National Insurance (NI) arrangements have added to Braemar’s costs, implying lower profitability. However, underlying...

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bullishMacroeconomics
04 Nov 2024 18:28

Macro Portfolio Update #1 – The Steno Research Macro Portfolio Is Live!

We are thrilled to announce that our macro trading portfolio is now live on the website, giving you access to our approach to allocation. The full...

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