I've just opened a position using 1.00% of my equity.
Adding a new company to the portfolio - Azelis $AZE.BR (Azelis Group NV) has suffered a lot this year from the weakness in the specialty chemicals sector, and uncertainty around global supply chains and inflation.
These are purely external factors and the performance of the company remains very strong. I reckon a catalyst in the macro environment would restore confidence and send the share price significantly higher.
The uncertainty on when the catalyst will happen remains, but I'd rather be positioned a bit too early than a bit too late :)
This is not financial advice ~
Take care and trade safe!
Nico
$SPX500$NSDQ100... Show More
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Tue Jan 20 2026 04:34:05 GMT+0000 (Coordinated Universal Time)
