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Holcim (HOLN SW)
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24
Analysis
Materials
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United States
Holcim Ltd. provides building materials. The Company produces ready-mixed concrete, cement, clinker, aggregates, green mobility, and building solutions. Holcim serves clients worldwide.
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bullish
•
iShares MSCI Brazil Capped ETF
•
02 Dec 2023 04:55
Bullish Outlook Intact; Upgrading Brazil to Overweight; Buying Global Gold/Silver Miners + More Buys
Our bullish outlook on global equities $ACWI remains intact. We are also upgrading Brazil $EWZ to overweight. We continue to expect a rally into...
Vermilion Research
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430 Views
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bullish
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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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525 Views
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bullish
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UKX Index
•
22 Jan 2023 01:58
UK's FTSE 100, STOXX Europe 50 Breaking Out; Non-U.S. Outperformance to Continue, Buys in Cyclicals
Recent major breakouts for the FTSE 100, STOXX Europe 50, and Germany's DAX (among others) continue to support our belief that non-U.S. equities...
Vermilion Research
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386 Views
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bullish
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Eagle Cement Corp
•
06 Oct 2022 15:32
San Miguel Turns Its Sights To Eagle Cement
This looks done. It should make no difference from an anti-trust point of view whether SMC buys out Ang's stake in ECC or not. Hedge out your...
David Blennerhassett
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302 Views
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bullish
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Pargesa Holding Sa
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16 Apr 2020 00:48
Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
Arun George
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390 Views
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