Varex Imaging Corp (VREX US): No Near-Term Respite Visible From China Headwinds
Varex Imaging reports 10% YoY revenue drop in Q3FY24 due to China market softness, which is expected to continue in near-term. Q4FY24 guidance...
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Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
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Varian-Siemens Deal: DAX Promotion on the Cards for the Acquirer
This is the largest healthcare sector M&A Deal announced so far in 2020. Earlier this year, in March, Thermo Fisher Scientific Inc (TMO US)...
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Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
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