462 European Large Caps
29 Senior Analysts
COVERAGE
20/08/19
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08/01/19
DOWNGRADES
06/12/18
Time to offload the banking licence
04/10/18
Remove it or amend it!
29/06/18
A consolidation game
21/06/18
Near term: Rosy & Trumped
Stock Selections: 11 Intriguing businesses & business models
18/05/18
Has Food & Beverages lost its shine?
02/05/18
Is current production output really meeting demand ?
28/03/18
Letter to the board of directors of Sika and to Saint-Gobain’s shareholders
22/03/18
Reflation Trade and Other Myths
08/02/18
Stock Picking in European Power Utilities
12/12/17
Death of the Ltd company?
From Ownership to Smart Contract
12/12/17
A correction is imminent
29/11/17
Ahead of the OPEC meeting
23/11/17
Debunked: nickel in batteries
09/11/17
Still opportunities ahead
24/10/17
A preferred vehicle for mavericks
27/09/17
Tough times ahead
07/07/17
Permian working at $45/bbl
05/07/17
Changing Times
27/06/17
What does the opportunity cost of Sika say about Saint-Gobain’s governance?