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05 April 2019
High gearing in negative rate context
More than two years ago when the 10y Bund had plunged below zero signalling deflation fears, we l...
26 March 2019
Offshore propelled Gamesa
Siemens Gamesa (SGRE) outlook appears brighter and presumably at sea as the industry is now off...
20 March 2019
Firms with too-old-in-the-job board members
There are governance principles that make good sense: relying on independent board members and...
19 March 2019
Amundi can pay the high price...
In the frame of formal talks between Commerzbank and Deutsche Bank, DWS might potentially be s...
14 March 2019
Governance risks
[dropcap]T[/dropcap]he French side of the EssilorLuxottica management seems to have discovered ...
12 March 2019
Vallourec: Walking dead or Phoenix
After three disastrous years (FY15-17) and a rather disappointing FY18, shoots of life seem to be vis...
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