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

European & UK insider trading trends

Smart Insider

Last month saw 446 insider purchases (individuals) from 346 companies, spending a total of €2.2bn. Smart Insider upgraded 15+ stocks, meaning they currently have 70+ ranked stocks and just 2- ranked stocks. Upgrades were spread out among 10 countries with Germany leading. From a sector and industry perspective, sentiment was bullish in Basic Materials and Energy (Sell/Buy Ratio 0.28) and slightly bearish in Technology (S/B Ratio 1.05). The Consumer Sectors (Discretionary & Staples) led upgrades with a combined 8+. Positive ranked stocks based on Jan insider purchases include Syensqo, Colruyt, Technip Energies, Hugo Boss, Pirelli and Ebro Foods.

Edition: 179

- 09 February, 2024