Daily ideas

Contact Energy, Mercury NZ and Alfen told August 2026 calls that build and installation capacity, not permits or demand, now sets power delivery.

VGP, WDP and Tritax Big Box told H1 2026 calls that permits and buildable land cap new European logistics supply; VGP's reletting uplift fell to 6% from 14%.

Argentina dropped the export-revenue test on bank dollar loans and capped each bank at 15% of its FX deposits, about $5.2bn, and Banco Macro now guides only its dollar book to grow.

Novonesis and Green Plains say ethanol demand growth now comes from blend mandates in Brazil, India and Indonesia, lifting per-liter enzyme volume.

Sisram, AbbVie and Evolus told investors injectable aesthetics is now priced by how long an effect lasts: Juvederm fell 6.6% while DAXXIFY holds RMB6,800.

Vext, Verano, Jushi and Green Thumb say rising yields have put cultivation expansions on hold as wholesale flower falls below fully absorbed cost.

US importers collected IEEPA tariff refunds in June 2026, but Home Depot, Lowe's and Reliance Worldwide say fuel, freight and copper costs consumed the cash.

PZU and UNIQA said on August 20, 2026 that Europe's motor own-damage premium base is shrinking with used-car values while repair severity climbs.

Deere, AGCO, CNH and Ridley told July-August 2026 calls that fertiliser and diesel costs froze crop-grower equipment budgets while beef-funded livestock customers kept spending.

HKEX says a Southbound-eligible ETF needs just 60% of its index in Hong Kong stocks, leaving 40% for Korean and US shares - and it now builds those indices.

Allison, BWX Technologies and Rocket Lab each disclosed that defense buyers now fix multi-year volume up front; Allison's 2027 order board is already full.

Coty scores how often its brands appear in unbranded AI answers; Rimmel UK hit 13.8 and rose from No. 7 to No. 4. Vendors selling the fix have demand, not price.

US life carriers now underwrite from prescription and medical-claims data: Aegon says a decision takes under 12 minutes and new life sales rose 54% in H1 2026.

Santacruz Silver and Andean Precious Metals say Bolivia's currency float cuts dollar mining costs; about 85% of Santacruz's Bolivian costs are in bolivianos.

Dexus and Swiss Prime Site told August 2026 calls that market rents in their best-located offices now exceed passing rents, so lease expiries add income.