Baidu shares turn negative pre-market, giving up an earlier earnings-driven gain, as Google is reported to be pursuing a censored search engine for the China market. Baidu could lose significant search traffic and sales share if…
We recommend buying Credit Suiss-reg at 16 for a 21 target in the next 6 months. We also add it to our SC European longs. Stopped on November 12th
Further Signals of More Accommodative Fiscal and Monetary Policies in China: After some RRR cuts in 1H18 and allowing more flexibility for financial institutions to handle non-compliant WMPs, the authorities will now use fiscal policy…
Sika is our favourite material in Europe and has recently retraced 50% of its rise since April. Our grades are strong (Eps growth at 70, smart sentiment at 87 and quality at 54). Our target is…
The catalyst for the short is the US-China/Europe trade war: luxury names have not yet reacted to that headwind, like automobiles. Burberry is the worst luxury European company based on our quant lab. Its Eps…
Energy one of favorite sector in US and Halliburton one of our best mix of quant grades, technically making a rounding bottom at 61.8% fibo retracement , our target is 54.5 and we add it on…
What are the companies which should benefit from the World cup ? first, Adidas is best positioned within Sportswear. For this year's World Cup in Russia, Adidas is sponsoring 12 national teams (out of a total…
Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW
Short > 44.3 , target 42.75 , stop 45.65 Today GS is upgrading from Sell to Buy with a €50 12m PT (was €38). Post strong performance from 2009-14, when China construction (KONE's main market, c.25%…
Our preferred sell on rally stock through short call reco. short TSLA US 06/08/18 C305 Equity at (spot ref 307.2) at 5.6