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31 August 2020
Higher than pre-Covid19 performers
The mood music stopped about six months ago on a pre-COVID-19 high (19/02). It pays to group st...
29 July 2020
EV: Which automaker has the more convincing strategy ?
The next fewyears will be decisive for electrified vehicles, as new model roll-outs beginto accelerate ...
09 July 2020
2020 kitchen sinking, think big
The Heidelbergcement write-down of goodwill generated in 2007 on the Hanson acquis...
03 July 2020
3 month Long-Shorts that paid off
With central banks' liquidity guns in action over the last three months, it is worth checking the s...
16 June 2020
The lesson in Hertz: Lost compasses
The Hertz recap while bankrupt thanks to free equity has become the poster child of what has gone ...
08 June 2020
Aerospace goes SpaceX
The Airbus share gained 50% last week. Not bad for a €63bn stock accounting for a solid third...
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