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bullish
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Macroeconomics
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22 Nov 2024 16:57
Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
Steno Research
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90 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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141 Views
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bullish
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Vietnam Holding
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22 Nov 2024 01:10
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Issuer-paid
VietNam Holding - First redemption tender a success
VietNam Holding (VNH) delivered a 27.3% net asset value (NAV) per share total return over the last 12 months (ending 31 October) in sterling terms....
Edison Investment Research
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142 Views
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bullish
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Shield Therapeutics
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21 Nov 2024 20:00
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Issuer-paid
Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Proactive cash management to cashflow-breakeven
Shield is a commercial-stage pharma company delivering specialty products that address the needs of patients with iron deficiency (ID). Since its...
Hardman & Co
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130 Views
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bullish
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Murray Income Trust PLC
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21 Nov 2024 01:10
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Issuer-paid
Murray Income Trust - Income focus keeps paying dividends
Murray Income Trust (MUT) invests in high-quality, mainly UK-listed stocks. MUT’s manager, Charles Luke, believes quality stocks are best placed to...
Edison Investment Research
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143 Views
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