Letters by company

ITM Power

1 letter discussing ITM. Everything written about it on this site is on its ticker page.

ACATIS Investment Investment Report October 2026 ACATIS bought Allianz, Booking Holdings, Infineon, Kokusai Electric and Aixtron on valuation-led weakness, while taking profits in ASML and selling takeover candidates Allfunds and Shoper. The firm warns that AI-led capital-market excesses could culminate in a crisis, while favouring quality companies, selective corporate bonds and sustainable value investments. September 2026 LSRCF $3.2TTSM $2.1T