ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26      
Materials / Semiconductors

Conflict Minerals in the Semiconductor supply chain. Which companies in the upstream, foundry and downstream are most exposed to the issue of conflict materials? Upstream: Mediatek, Silergy, ASML, ASM International, Shin-Etsu, Hoya, Applied Materials, Tokyo Electron. Foundry: Infineon, TSMC, SMIC, Intel, Micron, GlobalFoundries, Samsung Electronics, Texas Instruments, Hynix. Downstream: Apple, Oppo, Xiaomi, Huawei, Pegatron, Hon Hai, Microsoft, Vestas.

Healthcare

Custom report on Mesoblast and their mesenchymal lineage cells platform for the treatment of various disorders

Media / Gaming

Insight on video gaming market, particularly in relation to Activision

Materials / Technology

Study on NMC Battery Materials in relation to capability of Umicore; and their Chinese Competitors

Financials / Banks

Assessing Bank Fee Income across 25 Emerging and Frontier Market Banks

Generalist

Forensic Accounting projects on ANT Group Co (IPO pulled), Anta Sports Products Ltd, Capita plc (CPI-LN), Grifols SA (GRF-MCE), JDE Peet’s NV (JDEP-AMS), Sartorius Stedim Biotech SA (DIMPAR)