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01 September 2020
Caixabank's welcomed defensive profile
As part of an indiscriminate sell-off, CaixaBank’s share price moved in tandem with the rest of...
31 August 2020
Higher than pre-Covid19 performers
The mood music stopped about six months ago on a pre-COVID-19 high (19/02). It pays to group st...
29 July 2020
EV: Which automaker has the more convincing strategy ?
The next fewyears will be decisive for electrified vehicles, as new model roll-outs beginto accelerate ...
09 July 2020
2020 kitchen sinking, think big
The Heidelbergcement write-down of goodwill generated in 2007 on the Hanson acquis...
03 July 2020
3 month Long-Shorts that paid off
With central banks' liquidity guns in action over the last three months, it is worth checking the s...
16 June 2020
The lesson in Hertz: Lost compasses
The Hertz recap while bankrupt thanks to free equity has become the poster child of what has gone ...
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