Equity Industrial Engineer | AGM season will deliver another reality check

Mathan Somasundaram

Deep Data Analytics

Macro outlook: The low volatility and crowded nature of investor holdings suggest that we are likely to see high volatility during the AGM season with guidance updates. Stocks on stretched multiples with a disappointing AGM guidance or outlook could suffer the same outcome as the telecommunication sector in the past week. Preferred picks are... (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

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