New targets for French power mix
The French parliament adopted last week new energy commitments for the next decade. France is ...
Scor vs. CIAM, no signs of pressures letting up
Yet again, CIAM has hit out against the governance quality of Scor and urged the Board members t...
Upsides commented upon
Last month's powerful rotation away from defensives into risk/ value/ cyclicals has shaken up s...
ECB’s last shot ?
In our view, the ECB has fired its last shot. This shouldremove any obstacle to the continuation of th...
SSAB, high strength stock
SSAB, the leading Nordic steel manufacturer, has long decided to focus on specific areas (high stre...
Ferrari’s surge pushes NAV into high gear
After a stellar run over H1 19, Ferrari has now become Exor’s second largest holding. This, coupled ...