Persimmon is a potential turnaround investment, trading near its 5-year low, with a focus on affordable housing and first-time buyers. The investment thesis hinges on expected BOE rate cuts in 2025, ...
We are bullish on Lynas despite recent underperformance, citing upcoming production increases and potential price benefits. Read more on LYSDY stock here.
Cullen/Frost Bankers (CFR) stands out among regional banks with low funding costs, strong deposit growth, and asset sensitivity to higher rates. See more here.