Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital
Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...
270 Views
Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
262 Views
Sea (SE US) - Into the Looking Glass
Sea Ltd's 1Q2023 results showed its ability to sustain profitable growth with a vibrant performance from e-commerce and fintech, offset by slower...
338 Views
Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
350 Views
ECM Weekly (14th May 2023) - Mankind, Nexus REIT, SCG Chemicals, Guoquan, Shiyue, Medanta, Bikaji
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
345 Views