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18 August 2022
EUTELSAT’S PHOENIX MOMENT?
Last time we teased aboutEutelsat in late 2020, it was a satellite company with a structural decline in...
16 August 2022
BITCOIN MARKET MESSAGES, CONT'D
Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but ...
12 August 2022
Top line magic, bad tax blood ?
The amazing Q2/H1 earnings delivery is confirmed as a top-line epiphany owing to strong pricing he...
04 July 2022
Conti's EV traction goes software, deeply
Continental AG is an insurance company. Its Automotive segment ensures that every carmaker can ...
22 June 2022
Blood-letting, cont'd
The week to 17-06 was another one of blood-letting (c. -5% for European & US equities) a...
30 May 2022
HSBC's overdone fears
HSBC has been in damage-control mode since its head of responsible investing stated that the clim...
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