Trading Ideas

Top representatives at IG Metall, Germany’s biggest union, will not approve a sale of Thyssenkrupp’s prized elevator division unless potential buyers give far-reaching concessions to employees, they said. The remarks come as Thyssenkrupp’s efforts to list or sell the unit, which some analysts believe could be valued at 17 billion euros ($18.8 billion) or more, with at least 10 bidders shortlisted to submit indicative offers. Labor representatives have always had great influence at the steel-to-submarines conglomerate and hold half of the 20 seats on its supervisory board, with IG Metall members representing the majority of those. …read more […]

China should ease regulations so that foreign financial institutions can obtain licenses and raise deposits more easily in the country, a senior executive from HSBC said on Sunday. Peter Wong, deputy chairman and chief executive of HSBC’s Asia Pacific operations, also told a financial summit in Shanghai that China needs to improve corporate governance and investor protection to mitigate systemic risks. …read more […]

China should ease regulations so that foreign financial institutions can obtain licenses and raise deposits more easily in the country, a senior executive from HSBC said on Sunday. Peter Wong, deputy chairman and chief executive of HSBC’s Asia Pacific operations, also told a financial summit in Shanghai that China needs to improve corporate governance and investor protection to mitigate systemic risks. …read more […]

(Bloomberg Opinion) — It’s just been six months since the biggest crisis for Russian oil distribution in living history, and the leader of the country’s largest oil company is already flinging mud in the direction of the world’s other two giant oil producers, Saudi Arabia and the U.S.On Thursday, speaking at the Verona Forum, Igor Sechin, chief executive officer of state controlled Rosneft PJSC, which produces more than a third of Russia’s crude, said it was time to “reassess Saudi Arabia’s role as the unconditionally reliable oil supplier” in light of last month’s drone attack on Saudi oil infrastructure. Then …read more […]

Q3 2019 Omnicell Inc Earnings Call …read more […]

The big shareholder groups in Heineken N.V. (AMS:HEIA) have power over the company. Institutions will often hold stock… …read more […]

Q3 2019 New Residential Investment Corp Earnings Call …read more […]

Q3 2019 Southern Copper Corp Earnings Call …read more […]

It’s a big week ahead. economic data, monetary policy, geopolitics, and corporate earnings are all in focus throughout the week. …read more […]

Q3 2019 SK Hynix Inc Earnings Call …read more […]

Q3 2019 MaxLinear Inc Earnings Call …read more […]

(Bloomberg) — Federal Reserve Chairman Jerome Powell is expected to deliver the third straight U.S. interest rate cut this week — but the real news will be if he signals the end of the easing cycle or leaves the door open for more.Recent U.S. economic data has been mixed, with weakness among manufacturers contrasting with resilient consumers who contribute the lion’s share to national output.Who’s Who on the Fed’s Dot Plot?There are also central bank decisions in Japan, Canada, Brazil and Colombia, and the first estimate of third-quarter GDP in the euro area. Data watchers: don’t forget the clocks go …read more […]

The first quarter was a breeze as Powell pivoted, and China seemed eager to reach a deal with Trump. Both the S&P 500 and Russell 2000 delivered very strong gains as a result, with the Russell 2000, which is composed of smaller companies, outperforming the large-cap stocks slightly during the first quarter. Unfortunately sentiment shifted […] …read more […]

Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through October 17th. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 45% and 39% respectively. Our research shows that most of the stocks that smart money likes historically generate strong risk-adjusted returns. […] …read more […]

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]