ACE Thurs 29 Oct 26 ACQ IMI SEPL SHEL RNS Scan ACG ASAI BNZL BVA ENSI GELN GLEN HCM HLN HPOW IMI KR1 LLOY MICC MVI PPH REC RNK RSG SAFE SBSI SEPL SHEL SMSD TXP VANQ WPP WTB

I ran  the budget statement through Gemini Argon cross correlated it to the sectors and names and it’s come up with a few themes from what is a fairly sparse sparse budget #We’re already seeing some of these play out not : in Aerospace and Defence names $BA. $CHRT  we’ve also seen some of the beneficiaries in hospitality with the … Read More

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