Grab Holdings (GRAB US) - Risks and Rewards in 2024
Grab Holdings looks set to move toward cashflow breakeven in 2H2024 having hit adjusted EBITDA breakeven in 3Q2023 as it successfully struck a...
1k Views
Deliveroo - Key takeaways
Deliveroo’s (ROO’s) November capital markets day (CMD) saw its leadership team present initiatives aimed at progressing the customer value...
389 Views
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
471 Views
Quiddity Leaderboard SE600 Dec 23: 6 ADDs/DELs and Two Intra-Review Changes Possible
The one-way for the 6 ADDs/DELs expected for December is around US$80mn. On average, there could be around 1.6 days to buy for the 6 ADDs and 1.2...
301 Views
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
441 Views