EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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GCL Technology Holdings (3800 HK)

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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