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12 December 2018
EDF is more than a commodity call option
EDF is a complex story one could resume as a commodity call option in a sea of regulatory, technica...
11 December 2018
Euronext, desperately looking for growth
Last time we wrote a teaser on Euronext was nearly four years ago in March 2015. At that tim...
06 December 2018
Natixis : Time to offload the banking licence
Recent events lead us to bet that Natixis is considering a move to become a financial services suppli...
05 December 2018
Vestas : The best Green Chip stock
Very good perspectives delivered by Vestas at its Capital Market Day. The group is still the best-in-cl...
30 November 2018
Exor : the cash collector
We initiate coverage of Exor with a Buy recommendation (30.6% upside potential).Exor is a leading i...
30 November 2018
Willian Demant's dream run over
As we always say, a hearing aids stock is as good as the next product and William Demant H...
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