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03 September 2021
Beijing’s pressure on the entertainment industry could pressure luxury demand
Beijing has started to put pressure on entertainment and public media industries to eliminate the neg...
31 August 2021
LVMH does not fit with 'common prosperity'
The luxury industry, including LVMH, experienced its biggest decline since the pandem...
08 July 2021
Coverage initiation: Bankinter
We are initiating coverage of Bankinter which is the Spain’s sixth-largest bank. It was founded in 196...
06 July 2021
Coverage initiation: HelloFresh
We initiate coverage of Hellofresh, the global leader in the growing meal-kit market, with a Buy re...
05 July 2021
China phase II
The Chinese Communist Party's celebration of its first century in power was a perfectly oiled a...
01 July 2021
A buy-back to revive the flame at Shell?
Crude oil prices are at a two-year high thanks to an improving demand outlook and a disciplined O...
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