Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary
The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...
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STOXX Europe 600 Dec 22 Rebal: Final Changes and Historical Performance Analysis
Historically, the ADDs have failed to outperform the index from the Announcement Date to the Inclusion Event. However, the DELs have clearly...
421 Views
PropertyGuru IPO Valuation: Guru at Frothy Valuations
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
731 Views
Elliott Goes Activist On Scout24
When the FT carried an article in mid-December 2018 that Scout24 AG (G24 GR) - Germany's leading property classifieds firm (also known for auto...
610 Views
Scout24 Offer Final: Time To Unwind
On March 28, 2019, Pulver BidCo GmbH (“Pulver BidCo” or the “Bidder”), a holding company jointly controlled by funds advised by Hellman &...
599 Views