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24 August 2023
What's Happening in the Payments Sector?
What caused the demise of the payments sector (-37%)?
21 August 2023
L'Oréal: Beauty Meets Powerful Competitors
Can L'Oréal defend its leadership in the beauty market and face luxury players’ financial...
03 August 2023
Turbulent times for Altice – good news for telcos?
A fraud scandal at Altice (which is no longer listed) may weaken the group with positive implications ...
31 July 2023
Air Liquide: H2 Hype Priced In
Air Liquide - Slow but steady industrial gases player. Recent internationalization & focus on hyd...
18 July 2023
Borealis-Borouge Merger: The Next Big Chemicals Giant?
The talks between OMV and ADNOC concerning the merger of Borealis and Borouge could create a...
12 July 2023
Luxury Nervousness Matched to EV/SALES
Over the week to 7-07, the Luxury sector lost close to 5%. The sector has recovered a bit since but t...
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