Calls
2
Jennifer Zabasajja
Chief Africa Correspondent, Bloomberg
Win Rate
100.0%
return
+15.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 13
$201.69
+28.1%
"B.E. Semiconductor soaring more than 10% on the open after a Reuters report that they were fielding takeover interests including from Lam Research." Cross-border M&A in the semiconductor equipment space is heating up. B.E. Semiconductor is actively working with Morgan Stanley to evaluate approaches, indicating a high probability of a finalized deal or a competitive bidding war among US chipmakers looking to expand their European footprint. LONG BESIY as an M&A arbitrage and acquisition target play. The deal falls through due to regulatory scrutiny or a failure to agree on a valuation.
"B.E. Semiconductor soaring more than 10% on the open after a Reuters report that they were fielding takeover interests including from Lam Research." Cross-border M&A in the semiconductor equipment space is heating up. B.E. Semiconductor is actively working with Morgan Stanley to evaluate approaches, indicating a high probability of a finalized deal or a competitive bidding war among US chipmakers looking to expand their European footprint. LONG BESIY as an M&A arbitrage and acquisition target play. The deal falls through due to regulatory scrutiny or a failure to agree on a valuation.
Foundry Equipment
Long
Mar 12
$27.55
+2.8%
On Wednesday we got US CPI which sent some more traders the conviction that we will only see one Fed rate cut for the year. That is being reflected on the US dollar. Sticky domestic inflation forces the Federal Reserve to keep interest rates higher for longer than previously expected. This widens the yield differential between the US and other nations, attracting global capital to the dollar, which is receiving an additional boost from its safe-haven status during the Middle East conflict. LONG. High interest rates and geopolitical fear create a perfect macroeconomic storm for sustained dollar strength. A sudden, unexpected drop in future US inflation data or a dovish pivot by the Federal Reserve to support domestic growth.
On Wednesday we got US CPI which sent some more traders the conviction that we will only see one Fed rate cut for the year. That is being reflected on the US dollar. Sticky domestic inflation forces the Federal Reserve to keep interest rates higher for longer than previously expected. This widens the yield differential between the US and other nations, attracting global capital to the dollar, which is receiving an additional boost from its safe-haven status during the Middle East conflict. LONG. High interest rates and geopolitical fear create a perfect macroeconomic storm for sustained dollar strength. A sudden, unexpected drop in future US inflation data or a dovish pivot by the Federal Reserve to support domestic growth.
FX & Currencies
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Jennifer Zabasajja has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: DXY, BESIY, ETHIOPIA BOND.
