Category: Portfolio Management

Inditex and its position in the Fast Fashion Industry    Read the Full Article Author: Gustave Lecomte & Diego Andretta

The Critical Need for Cybersecurity Investment    Read the Full Article Author: UMBERTO MILLE

Pro Medicus: A High-Growth Opportunity in Medical Imaging Pro Medicus Limited (ASX: PME) has emerged as one of the most dynamic players in the medical imaging software sector, delivering substantial growth and capturing increasing market share, particularly in the United States. Over the past year, the stock has surged by more than 185%, pushing its market capitalization close to $27 billion. This remarkable performance has drawn significant investor interest, but also raised concerns regarding its valuation.With an expanding presence in a rapidly evolving industry, Pro Medicus offers compelling growth potential. However, as with any high-growth stock, investors must carefully evaluate both its strengths and the risks associated with its current valuation before making an investment decision.Robust Financial Performance and ProfitabilityPro Medicus has consistently demonstrated strong financial performance, reflecting its ability…

MICROSOFT CORPORATION (NASDAQ: MSFT) – INVESTMENT ANALYSIS   Dive into the latest in-depth investment analysis of Microsoft Co., crafted by our Investment Strategy Team of the Portfolio Management division, packed with strategic insights you won’t want to miss!         Read the Full Article   Author: Diego Andretta

PORTFOLIO HOLDING UPDATE: ALPHABET       Read the Full Article   Author: Filippo Ferrero

NextEra Energy (NEE) - Investment Report OVERVIEWNextEra Energy, Inc. (NYSE: NEE) is an American energy company and a global leader in renewable energy production, founded in 1925 as Florida Power & Light (FPL) and headquartered in Juno Beach, Florida. Initially serving as a traditional electric utility for Florida, the company has evolved into the world’s largest producer of wind and solar energy by leveraging advancements in clean energy technologies and strategically responding to the global energy transition. Its operations are divided into two primary subsidiaries: Florida Power & Light (FPL), which serves over 11 million residents in Florida, and NextEra Energy Resources (NEER), focused on developing renewable energy solutions across North America.NextEra Energy has demonstrated robust growth by capitalizing on the increasing demand for clean energy and grid modernization. The…

Analysis of the Global Automotive Industry and Market INTRODUCTION The global automotive industry is undergoing significant transformations driven by technological advancements, shifting consumer preferences, and evolving regulatory landscapes. In 2024, the sector faces both challenges and opportunities as it navigates these changes. INDUSTRY OVERVIEW Global vehicle sales are projected to reach approximately 94.7 million units in 2024, marking a 3.3% growth compared to the previous year. This growth is influenced by factors such as interest rates and economic conditions. The transition towards electric vehicles (EVs) continues to accelerate, with manufacturers investing heavily in electrification and digitalisation to meet consumer demand and regulatory requirements. CURRENT STATE OF THE GLOBAL AUTOMOTIVE INDUSTRY Regional Highlights: China: maintains its position as the world’s largest automotive market, contributing over 30% of global vehicle sales. Europe:…

TRUMP’S RETURN TO PRESIDENCY: impacts on the stock market and economic outlook Donald Trump's return to presidency is a highly debated topic, with the markets reflecting both hope and apprehension. His presidency promises to bring drastic changes in economic policy, with key discussions around tax reforms, deregulation, and trade policy. All these factors are already influencing investor behavior and shaping market trends.After Trump's victory, the stock market had a noticeable rally as investors became relieved with the clarity of the election outcome and the anticipation of market-friendly policies. The S&P 500 reached a record high after the news, while the VIX went down, amidst the exciting expectations of tax cuts and deregulation.The Republican leader has long demonstrated his fascination with cryptocurrencies, and the leading crypto now stands close to the…

ELI LILLY FACES RATING DOWNGRADE DUE TO SALES ISSUES, WHILST MOODY’S STOCK REACHES ITS ALL TIME HIGH Erste Group, one of the main European banking groups based in Austria, recently modified its rating of portfolio holding Eli Lilly (LLY) (0.2 units purchased @582.99). Its recommendation changed from Buy to Hold and the main factors that contributed to this downgrade are two ratios: inventory/sales and receivables/sales. What analysts pointed out is that, despite the positive expectations about Eli Lilly’s earnings trend in the near future, the previously cited ratios increased too much, reaching their highest values in the last 6 years. A high inventory/sales ratio may indicate an overstocking or a worrying decrease in customers’ demand, while a rising value for receivables/sales probably reflects the difficulties faced by Eli Lilly in…

Market Volatility Amid Earnings Season and Policy Shifts: NVIDIA, Oklo, and Eli Lilly in Focus During the last two weeks, the stock market has fluctuated greatly, partly due to the election of the new US president, Donald Trump, and partly because we’re right in the middle of earnings season, when many companies report their earnings and forecasts, leading to changes in stock prices.NVIDIA Our holding, Nvidia (NVDA), has probably been one of the most talked about stocks in recent years due to its amazing returns. As of today, it is also the world’s largest company by market cap. The company reported its Q4 results on Wednesday 20 after the market closed, and despite topping expectations, the stock shares fell, failing to continue to fuel the AI spark. The company reported…