Quiddity Leaderboard SE600 Dec 23: Novartis-Sandoz, Dechra, CHR, and Others
I currently see six regular ADDs/DELs for the SE600 index in December 2023. Apart from that the Dechra and CHR deals could trigger two more intra...
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Quiddity Leaderboard SE600 Dec 23: 7 Changes Possible Including Two Intra-Review Changes
If the Dechra Pharma and Chr Hansen deals close prior to the Dec 23 review, there will be intra-review replacements. Synthomer and Adevinta are...
511 Views
MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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Boost Research
Italian Banks M&A - The Complex Italian Job
The Italian bank system’s lack of concentration makes it, on paper at least, ripe for M&A consolidation, and open to cross-border M&A The...
820 Views