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

GCL Technology Holdings (3800 HK)

Energy

Periscope Analytics

Double index inclusion and huge passive inflows - after being deleted from major global indices last year due to prolonged suspension, Brian Freitas expects GCL will be added to the MSCI China Index and the FTSE All-World Index over the next few months. This will require passive trackers to buy over US$1.1bn of GCL stock. Even after the recent rally, GCL trades cheaper than its peers on EV/EBITDA, forward PE and price to book.

Edition: 139

- 08 July, 2022