Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
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Quiddity Leaderboard SE600 Jun 24: Potential ADDs Could Continue to Outperform Potential DELs
The Top 10 potential ADDs have strongly outperformed the Top 7 potential DELs in the last 1-month, 3-month, and 1-year periods. I expect this trend...
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Galaxy Surfactants IPO Preview: Selling Shareholders Cleaning Up
Galaxy Surfactants is one of India’s leading speciality chemicals firms. Galaxy will IPO through a secondary share sale of 6.3m shares, which is...
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Vinythai / Asahi Glass - Solvay Sells Out at THB 15, Mandatory Offer to Follow
This afternoon, it was reported that Asahi Glass would be buying a 59% percent stake in Vinythai from Belgium's Solvay SA (SOLB BB)The Japanese...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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