EVENTS:   Oil, Markets, Policy, and Geopolitics: Near and Medium Term Outlook - Bob McNally/Rapidan Energy Group - 06 Oct 26   US Equities: Tech Ascendant After Summer Swoon - Noah Weisberger/BCA Research - 07 Oct 26     ROADSHOWS: U.S. Elections, Trade, Data Centers, Energy & Power, Sustainability - James Lucier /Capital Alpha Partners   •   London   05 - 08 Oct 26       L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   New York   07 - 08 Oct 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   13 - 21 Oct 26      
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Fortnightly publication highlighting latest insights from IRF providers

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Technology

Report by Asymmetric Advisors

PER now <20x (next year's forecast) for a company that has grown profits >4x in 4-yrs - this DX consultant is a great example of a strong growth name where fundamentals haven't changed at all, but the share price has retraced ~50% since last Sept as foreigners (52% shareholder ratio) look for profit-taking targets. Other fallen angels in the small-mid cap growth names that the analysts at Asymmetric Advisors are keen to highlight include Descente, Sato Holdings, Shibaura Machine and TRE Holdings.

Edition 138 - 24 Jun 22