Diageo converts premiumisation into cash
Around four years have passed since our last teasing story on Diageo, when we were broadly negati...
Alcon valuation: $45 per share
Alcon will be listed on the SIX Swiss Exchange and the NYSE on 9 April 2019. All Novartis sharehol...
IAG unbeatable were it not for Brexit
Although the best-in-class airline group has beaten cost inflation (both fuel and non-fuel costs) and t...
High gearing in negative rate context
More than two years ago when the 10y Bund had plunged below zero signalling deflation fears, we l...
Offshore propelled Gamesa
Siemens Gamesa (SGRE) outlook appears brighter and presumably at sea as the industry is now off...
Firms with too-old-in-the-job board members
There are governance principles that make good sense: relying on independent board members and...