Saint-Gobain / Sika : The case for a Pac-Man style offensive
It is clear that Sika is a better firm than Saint-Gobain (SGO). The invisible hand has been saying so ...
The conflict with Iberdrola has just started!
[dropcap]T[/dropcap]he AGM of Siemens Gamesa on Friday lasted only two hours.The major shareh...
Reflation Trade and Other Myths
[dropcap]B[/dropcap]anks have over-performed the market over the past two years, recovering a por...
Holding companies profiled
[dropcap]H[/dropcap]olding companies tracked by AlphaValue trade at an average 8% discount to N...
Bigger fund managers eventually suicidal?
[dropcap]T[/dropcap]he asset management (and asset gathering as a whole including the Life insura...
Go for the Siemens' Healthineers placing
The average target price according to our valuation should be around €40 per share. We recommen...