RESEARCH


472 European Large Caps

28 Senior Analysts

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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?

26/06/17
European Equities: Accelerations

29/05/17
Shaking off the dust

16/05/17
Ehh, WACC’s up doc ?