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31 July 2023
Air Liquide: H2 Hype Priced In
Air Liquide - Slow but steady industrial gases player. Recent internationalization & focus on hyd...
18 July 2023
Borealis-Borouge Merger: The Next Big Chemicals Giant?
The talks between OMV and ADNOC concerning the merger of Borealis and Borouge could create a...
12 July 2023
Luxury Nervousness Matched to EV/SALES
Over the week to 7-07, the Luxury sector lost close to 5%. The sector has recovered a bit since but t...
10 July 2023
Coloplast: Valuations Finally 'Grounded'
Coloplast, the only perfect 10/10 score among our MedTech coverage on the AV fundamental rating,...
05 July 2023
European Steel's Remarkable Resilience
Since January 2020, the Steel & Steel products sector stopped destroying value in relation to t...
27 June 2023
Thyssenkrupp Nucera IPO: Our Analysis
Nucera will enter the public market like its European peers such as Nel, ITM Power, Siemens Energ...
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