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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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Insider sentiment is extremely bullish in China

Smart Insider

Last month saw 565 insider buys and just 46 sells (Sell/Buy Ratio 0.08). Smart Insider had previously reported how Jan’s data was “off the charts” bullish and the improvement seen in Feb takes it to a new level. Buying more than doubled MoM, while selling declined -26%. One note of caution - they only upgraded 10 stocks in Feb (including Chengdu Corpro Technology, Lianhe Chemical Technology and Blue Sail Medical) as in many cases the buying was in extremely weak stocks from insiders with mixed or poor records - but if buying continues at this level, they would expect to upgrade more stocks in the month ahead.

Edition: 181

- 08 March, 2024