We came across a bullish thesis on Sasol Limited on Penny on the Dollar’s Substack. In this article, we will summarize the bulls’ thesis on SSL. Sasol Limited's share was trading at $7.68 as of February 12th. SSL’s trailing and forward P/E were 11.64 and 7.81 respectively according to Yahoo Finance. chemical, industry Adam Gregor/Shutterstock.com Sasol Limited operates as a chemical and energy company. SSL is one of the most controversial and overlooked opportunities in global energy, trading at an ente ...

We came across a bullish thesis on APA Corporation on Penny on the Dollar’s Substack. In this article, we will summarize the bulls’ thesis on APA. APA Corporation's share was trading at $26.92 as of February 12th. APA’s trailing and forward P/E were 6.44 and 9.75 respectively according to Yahoo Finance. Shell plc (SHEL) Sees Muted Sentiment From Analysts Copyright: 1971yes / 123RF Stock Photo APA Corporation (APA) is a diversified oil and gas producer operating across the Permian Basin, Egypt, the North ...

We came across a bullish thesis on V2X, Inc. on Monte Independent Investment Research’s Substack by Monte Investments. In this article, we will summarize the bulls’ thesis on VVX. V2X, Inc.'s share was trading at $63.77 as of February 12th. VVX’s trailing and forward P/E were 25.41 and 11.35 respectively according to Yahoo Finance. Truist Raises L3Harris Technologies' (LHX) Price Target to $353, Maintains Buy Rating Photo by Cibi Chakravarthi on Unsplash V2X Corporation (NYSE: VVX) is a diversified defe ...

We came across a bullish thesis on V2X, Inc. on Monte Independent Investment Research’s Substack by Monte Investments. In this article, we will summarize the bulls’ thesis on VVX. V2X, Inc.'s share was trading at $63.77 as of February 12th. VVX’s trailing and forward P/E were 25.41 and 11.35 respectively according to Yahoo Finance. Truist Raises L3Harris Technologies' (LHX) Price Target to $353, Maintains Buy Rating Photo by Cibi Chakravarthi on Unsplash V2X Corporation (NYSE: VVX) is a diversified defe ...

We came across a bullish thesis on Astera Labs, Inc. on Fabian's Substack’s Substack by Phabian. In this article, we will summarize the bulls’ thesis on ALAB. Astera Labs, Inc.'s share was trading at $129.32 as of February 13th. ALAB’s trailing and forward P/E were 106.00 and 54.95 respectively according to Yahoo Finance. Marvell (MRVL) Gains Analyst Support as Stifel Reiterates Buy After XConn Deal Astera Labs (ALAB) has emerged as a key enabler in the AI infrastructure revolution, focusing on high-spee ...

We came across a bullish thesis on Coinbase Global, Inc. on The Reservist’s Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls’ thesis on COIN. Coinbase Global, Inc.'s share was trading at $164.32 as of February 13th. COIN’s trailing and forward P/E were 36.93 and 26.60 respectively according to Yahoo Finance. Photo by Executium on Unsplash Coinbase Global, Inc. operates a platform for crypto assets in the United States and internationally. COIN has experienced a sharp sell-o ...

We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’ Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.'s share was trading at $299.46 as of February 13th. CDNS’s trailing and forward P/E were 77.18 and 37.74 respectively according to Yahoo Finance. BigBear (BBAI) Soars 18% on Swing to Profit, AI Expansion Cadence Design Systems, Inc. provides software, hardware, and other services worldwide. CSD sits at the center ...

Core Viewpoint - The article discusses potential investment opportunities in DRH, indicating a possible beneficial long position in the stock over the next 72 hours [1]. Group 1 - The analyst has no current stock, option, or similar derivative position in any of the companies mentioned [1]. - There is an intention to possibly initiate a long position through stock purchase or call options in DRH [1]. - The article reflects the author's personal opinions and is not influenced by compensation from any company [1]. Group 2 - Seeking Alpha clarifies that past performance does not guarantee future results [2]. - No specific investment recommendations are provided, and opinions may not represent the views of Seeking Alpha as a whole [2]. - The analysts contributing to the article may not be licensed or certified by any regulatory body [2].

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and opinions [1][2] Group 1 - There is no stock, option, or similar derivative position held by the author in any mentioned companies, nor are there plans to initiate such positions in the near future [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - The content does not provide any investment recommendations or advice regarding suitability for particular investors [2]

春节累库落地， PVC交易现实 PVC周报 2026/02/28 0755-233753333 zhangzh@wkqh.cn 从业资格号：F0270766 交易咨询号：Z0003000 张正华（能源化工组） CONTENTS 目录 01 周度评估及策略推荐 04 成本端 02 期现市场 05 供给端 表1：PVC月度平衡表（万吨） | 月 份 | 产 | 量 | PVC进口 | PVC出口 | PVC净出口 | PVC表需 | 表需同比 | 累积表需 | 表需累积同比 | PVC内需 | 内需同比 | 累积内需 | 内需累积同比 | 社 库 | 厂 库 | 总库存 | 供需差 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025年1月 | 209.6 | | 2.31 | 28.0 | 25.72 | 183.9 | -0.73% | 183.9 | -0.73% | 190.8 | 0.22% | 190.8 | 0.22% ...