Esco Technologies Inc: 1 director

A director at Esco Technologies Inc sold/sold after exercising options 2,498 shares at 225.650USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...

Julius Baer Group Ltd: 1 director

A director at Julius Baer Group Ltd bought 500 shares at 55.273CHF and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

Moody's Ratings affirms Cogeco's B1 CFR; outlook changed to stable

Moody's Ratings (Moody's) affirmed Cogeco Communications (USA) Inc.'s (Cogeco or the Company) B1 Corporate Family Rating (CFR) and B1-PD Probability of Default Rating (PDR). We also affirmed the B1 senior secured bank credit facilities ratings at Cogeco Communications Finance (USA), LP, Cogeco US Fi...

Bekaert : No reason to become positive

Chin Hin Group Berhad: 1 director

A director at Chin Hin Group Berhad bought 6,402,900 shares at 2.000MYR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...

ASML/Back on its long-term trend/BUY

ASML's 3Q25 update signals a more optimistic outlook for 2026 than previously anticipated. Recent announcements of major AI investments reinforce the robust long-term prospects for semiconductor capital expenditures. We expect ongoing increases in lithography intensity, positioning ASML for growth that outpaces the broader industry. Reflecting these positive trends, we reiterate our BUY rating and raise our target price to €1,050 (up from €800).

Model Portfolio Update - Removing Aygaz from our Model Portfolio

Following a very strong run and the partial normalization of the core valuation anomaly that underpinned our initial call, we have downgraded Aygaz to Hold from Buy and simultaneously remove it from our model portfolio, while retaining a constructive fundamental stance. Since the inclusion in our model portfolio, the shares are up 23% in USD, outperforming the BIST-100 by 22%. At the time of our rating upgrade, Aygaz’s participation portfolio (Tupras, Opet Aygaz REIC, United LPG, Sendeo) more t...

TPW AGM Update: Meaningful Deceleration in Rev Growth

What’s new: Temple & Webster held its annual general meeting (AGM) today. The company provided a trading update where rev growth decelerated meaningfully compared to the first few weeks of half as consumers remain cautious about their spending. Margins could remain stable despite incremental investments in New Zealand. We lower our PT from A$32 to A$20 on lowered outlook. Our updated PT of A$20 implies 2.6x FY27E EV/Revs. We maintain our BUY rating. Analysts: Jin Yoon

Norway: Best ideas Q4'25

Aygaz - Relative upside compression following strong run. Downgrade to...

Downgraded to Hold on risk/reward normalization: Since our upgrade to Buy on 30 July 2025, Aygaz has delivered a 31% return in USD, outperforming the BIST-100 by 32% and Tupras by 12%. This has substantially eroded the relative valuation cushion. Our 12M TP of TL272/share is unchanged, but implied upside has compressed to 30%, versus 43% for our coverage universe and 40% for our ex-banks coverage. On a 12M rating basis, this moves Aygaz into Hold territory: we continue to like the name fundament...

2030 EBIT uplift shrinks with MTM prices

Alumis Inc: 1 director

A director at Alumis Inc bought 72,212 shares at 7.380USD and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...

Upwork Inc: 2 directors

Two Directors at Upwork Inc sold/sold after exercising options 72,500 shares at between 17.508USD and 18.202USD. The significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the comp...

Nordic banks: Cash yields still 'too high'