EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Insider sentiment is extremely bullish in China

Smart Insider

Last month saw 565 insider buys and just 46 sells (Sell/Buy Ratio 0.08). Smart Insider had previously reported how Jan’s data was “off the charts” bullish and the improvement seen in Feb takes it to a new level. Buying more than doubled MoM, while selling declined -26%. One note of caution - they only upgraded 10 stocks in Feb (including Chengdu Corpro Technology, Lianhe Chemical Technology and Blue Sail Medical) as in many cases the buying was in extremely weak stocks from insiders with mixed or poor records - but if buying continues at this level, they would expect to upgrade more stocks in the month ahead.

Edition: 181

- 08 March, 2024