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16 August 2018
Oerlikon: Gaining traction
We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : ...
14 August 2018
Will Monsanto axe Bayer?
[dropcap]M[/dropcap]onsanto has been ordered to pay USD289m to Dewayne Johnson, a caretaker,...
03 August 2018
Bolloré hidden behind the Vivendi cloak
[dropcap]B[/dropcap]olloré SA is probably the most complicated company we track, accountin...
01 August 2018
Beyond Trump (3/11) : TELEPERFORMANCE
We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : ...
26 July 2018
Eramet: Long-term prospects remain promising despite short-term headwinds
[dropcap]T[/dropcap]he H1 18 results are OK, despite the fact cash costs have gone up mainly on e...
24 July 2018
Enel rather than Iberdrola
We like Iberdrola but currently prefer Enel as the drivers behind the latter’s recent unde...
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