FreedomHolding

FreedomHolding

Key arguments in support of the idea ▪ Initial clinical data for CLN-619 are pending. Investment thesis Cullinan Therapeutics is a clinical-stage biopharmaceutical company developing drugs for the treatment of cancer. On 1 June, Cullinan Therapeutics will present data from a Phase I clinical trial of its CLN-619 drug. The results of early-phase...

FreedomHolding

Key arguments in support of the idea. • The Company's supplies may recover in the second half of the year. • STLA's valuation relative to its peers looks very cheap. • Completion of the 2024 share buyback program may support the stock. Investment Thesis Stellantis N.V. (STLA) is one of the largest automakers in North America and Europe, engaged in a full...

FreedomHolding

Key arguments supporting the idea - Investment banking activity resurgence powers big banks. - A wave of surprisingly good earnings reports may take the shareholders on a ride. - Technical support highlights positive risk balance. Investment thesis Houlihan Lokey, Inc. (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions,...

FreedomHolding

Key arguments in support of the idea. • Declining used car prices in the U.S. could weigh on the Company's sales. • Carvana's high debt burden remains a significant risk. Investment Thesis Carvana Co. (CVNA) is one of the largest online-only used-car retailers in the U.S. The Company performs almost all the functions a physical dealer would offer, including...

FreedomHolding

Key arguments in support of the idea. ▪ UNH stock has come under pressure from a series of adverse events, though Q1 earnings may improve investor sentiment regarding further UNH business growth potential. ▪ A good moment for buying, both fundamentally and technically. Investment Thesis UnitedHealth Group (UNH) engages in the provision of health...