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

Prysmian (PRY IM) Italy

Industrials

Cerundolo Investment Research

Guy Cerundolo highlights 10 European long ideas scored and ranked using his multi-factor technical model. These stocks have good absolute and relative structure and either emerged or are starting to emerge from consolidation patterns from which he sees further upside. In addition to PRY (see chart), other companies highlighted include Inditex, MTU Aero Engines, Pandora, Rolls-Royce and Schneider Electric.

Edition: 195

- 20 September, 2024