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Heidelberg Materials (HEI GR)
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34
Analysis
Materials
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Germany
Heidelberg Materials AG produces and markets building materials and solutions. The Company offers cement, aggregates, and ready-mixed concrete. Heidelberg Materials serves customers worldwide.
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bullish
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Samsung Electronics
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23 Dec 2023 01:16
Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
Upgrading Mexico $EWW to Overweight; Bullish Outlook Intact on $ACWI; Technology Remains Global Leadership. 44 individual buys highlighted in Tech,...
Vermilion Research
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656 Views
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bullish
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Adbri
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18 Dec 2023 16:19
Adbri (ABC AU): CRH and Barro’s Non-Binding A$3.20 Offer
The Board intends to recommend a binding proposal. The offer requires FIRB approval (ACCC approval is not mentioned). The offer is attractive vs....
Arun George
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450 Views
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bullish
•
Ferrari N.V.
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03 Sep 2023 21:38
Quiddity ES50 Sep 23 Rebal: Ferrari/Vonovia Change Confirmed + Another US$2bn+ Flow Surprise!
I would look to go SHORT Saint-Gobain vs peers during the Inclusion event especially if Saint-Gobain sharply outperforms peers between now and the...
Janaghan Jeyakumar, CFA
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516 Views
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bullish
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Samsung Electronics
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24 Jun 2023 00:25
MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece
MSCI EM Improving; Buys in Value & Large-Cap EM $TSM #Samsung $BABA; Remain Overweight Japan, India, Taiwan, and Greece. $ACWI break above $93 and...
Vermilion Research
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476 Views
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bullish
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Cross Asset Strategy
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23 Jan 2023 17:54
The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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361 Views
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