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21 January 2025
Deutsche Wohnen: (non)sincerity or (non)consistency?
Vonovia acquired Deutsche Wohnen shares at €53 each in 2021. In its 9M 24 consolidated accounts...
17 January 2025
OTE (Hellenic Telecom) Goes FTTH Faster At A Short Term Cost To Pay-outs.
So, do we have to wait for a drop in interest rates to see the stock possibly rise again to above €16.5...
10 January 2025
After The War, Eastern European Growth?
We come up with a list of need-to-know items (economic, military, political). This has to be a live pie...
03 January 2025
Pharmas Crushed By The Novo Spell
The skin sensitivity of investors about weight-loss drugs indicates that there is a long learning curve ...
20 December 2024
Of (in)elegance and (un)fairness
There remains a very simple possibility: that Elliott has simply prepared its full exit. We will know ver...
13 December 2024
Quantum Leap Works Wonder in Insurance
The Insurance PE is going up steadily, i.e. confidence is on the rise. Better not disappoint.
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