Market Mechanics
From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
MONY’s 3 September buys: CEO Peter Duffy adds £176
Three MONY Group insiders bought on 4 September at 201.2p. Here is the sector backdrop, the valuation case, and the catch.
Allianz near 447.30 euros, with Munich Re beside it
Allianz trades near 447.30 euros after record first-half results. Munich Re, Barclays, and the latest insider window frame the stock's next test.
Unilever after H1: volume strength, then the insider sales
Unilever has better volume momentum, a McCormick deal to digest, and two senior sales on file. The bull case is real, so are the catches.
Roche at 355 CHF, and Novartis sets the pace
Roche trades near 355 CHF after oncology deal headlines. We compare it with Novartis, the sector backdrop, and the insider record.
Patricia Geibel-Conrad buys EUR 103,114 as DEUTZ rallies
DEUTZ drew a fresh insider-buying cluster in August, with Patricia Geibel-Conrad adding EUR 103,114 after a sharp defense-led rerating.
BNP Paribas at 102 euros after JPMorgan's upgrade
JPMorgan turned bullish on BNP Paribas, but the bank's latest move sits inside a strong sector tape, a fresh rating affirmation and no new insider filing.
Airbus near €195, with no fresh insider bid
Airbus trades near €195 as labor friction, engine bottlenecks and a new space JV frame the stock. The insider record stays quiet.
Sanofi at €77.25, and the missing insider bid
Sanofi sits near recent lows after a strong Q2 and vaccine updates. The stock has no fresh insider buy to lean on, and that matters.
Nordnet’s two co-CTOs sold and bought EUR 105,515 each
Nordnet’s co-CTOs filed matched buys and sells on 31 August as the Nordic broker keeps growing, while Avanza remains the cleaner domestic rival.
Sea Ltd: 4.93% drop, then EUR 5.9m of sales
Sea Ltd fell 4.93% on August 31 as Shopee kept growing and four insiders sold. Here is what the filings add, and what they do not.
Viaplay's 31 August buy cluster and 1.33 SEK floor
Viaplay's late-August insider buying cluster lands as Nordic streaming cools, peers rerate, and the stock holds near 1.33 SEK.
Zee Entertainment's Rs 757.9m warrant buy vs Sun TV
Zee Entertainment's promoter group bought Rs 757.9m of warrants as media stocks sold off. We read the filing against Sun TV and the sector backdrop.