EVENTS:   Outlook For 2026: It All Goes Wrong? Financial Crisis and Rising Inflation - Michael Howell/GL Indexes - 11 Dec 25     ROADSHOWS: Senior Semiconductor Analyst - Kevin Cassidy /Rosenblatt Securities   •   London   09 - 10 Dec 25      
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Company Research

FirstAlert: 10Q/10K analysis module

280First

280First's flagship product rapidly extracts actionable insights from financial filings through quantitative and qualitative inputs. Recent alerts include: 1) Casella Waste Systems - targeting larger, more strategic acquisitions which would require additional financing either in the form of debt or equity. 2) Halliburton - no longer focusing on increasing cash returns to shareholders. 3) Monolithic Power Systems - loss of customers and less bullish on margins. 4) Prestige Consumer Healthcare - worries around demand elasticity and market share. 5) Seagate Technology - large hyperscale DC customer concerns.

Edition: 160

- 12 May, 2023