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18 November 2020
COVID-19 vaccine: how will the supply & logistics will look like?
It immediately appeared that the BioNTech(licensed by Pfizer) vaccine news of last week would trigg...
10 November 2020
URW: No recap, what impact?
In a late press release, URW announced that management’s Reset Plan didn’t reach the two-thirds r...
09 November 2020
BCP's Polish stigma
BCP has been one the worst performers among our banks’ universe year-to-date. At -60%, the stoc...
05 November 2020
When the CCP bangs on the table
While eyes are looking west at the unfolding US presidential elections, the real action for markets m...
02 November 2020
On chinese opioids
LVMH's and Daimler's Q3 figures confirmed nearly on the same day that the Europ...
30 October 2020
Fresh lockdowns, old earnings downgrades
‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a sta...
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