Quiddity Leaderboard for DAX Mar 23: Linde DEL Triggers US$2.7bn Reverse Funding Flows
The largest DAX member Linde AG (LIN GR) is expected to get deleted in February 2023 triggering extraordinary index changes and US$2.7bn in reverse...
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Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Take or pay contracts, inflation based price adjustments, and excellent industry consolidation, makes industrial gases sector a great way to play...
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Bear Market Rally With Potential for More; Buy Ideas in Shipping, Land Drilling, Refining, Chemicals
With the $SPX reversing topside the 1-month downtrend (at 4030), the bear market rally is underway with the potential for more. Resistance levels:...
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Airpower Technologies Pre-IPO - Steady Topline Growth but Lacks Pricing Power
AirPower Technologies (1679085D HK) is looking to raise US$1bn in its upcoming Hong Kong IPO. In this note, we look at the company's past performance.
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Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
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