Katherine Borel
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$63.42
-2.1%
Big banks, stock exchanges, and wealth management are attractive due to strong loan growth (highest in four years), a steep yield curve (steepest in four years), and the coming capital market supercycle, which will benefit these financial sectors.
Fintech
Long
Apr 15
$17.25
-0.4%
Korean shipping companies, particularly those dominating the floating LNG sector, benefit from both the energy theme and the security defense theme, as they provide critical infrastructure for energy transport.
Other
Long
Apr 15
$52.14
-2.4%
Big banks, stock exchanges, and wealth management are attractive due to strong loan growth (highest in four years), a steep yield curve (steepest in four years), and the coming capital market supercycle, which will benefit these financial sectors.
Fintech
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