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…
A bearish contrarian sentiment has just flashed on the S&P500, we go short for a target at 2700 with a stop at 2835. Then, option expiration oftens marks a reversal.
A very strong support has been reached on EEM and Copper. We want to fade trade wars correction as we did by a long CNH.
We initiated the following strangle on 30/05, to cope with more volatile markets July 7050 Call – 6950 Put and this what we got. We doubled the net premium invested while the strategy remained market…
OPEC has agreed to boost oil production, achieving a last- minute compromise that overcame Iran’s threats to veto any supply hike. The accord is a much-needed show of unity from the Organization of Petroleum Exporting…
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…
we recommand buying call on the etf on Brazil. This move is very exagerated and offers a high risk-reward convexity bet on the upside (one of my favourite one) EWZ US 09/21/18 C39 Equity below 0.35…