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28 August 2019
Concessions pay, again and again
Ever since construction groups have been tackling infrastructure, they have contemplated themselve...
21 August 2019
Nestle's very problematic weight
With a market cap about to overtake the €300bn mark, Nestle has become an issue for European e...
13 August 2019
AMS/OSRAM: Accretive deal, but stretched balance sheet at ST
AMS has reiterated its bid offer on OSRAM at €38.5/share (all cash), now being backed by two ban...
08 August 2019
Pirelli's bigger is better
Pirelli is a simple proposition in terms of both marketing and the equity story: high value tyres with s...
02 August 2019
Spanish regional banks: from reflation to deflation trade
In early 2018, we warned investors (see our presentation “_Reflation trade and other myths_”) that t...
29 July 2019
LSEG/Refinitiv: Into a new dimension?
LSEG would acquire the company for a $27bn enterprise value. We have been very positive on LSE...
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