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24 July 2018
Enel rather than Iberdrola
We like Iberdrola but currently prefer Enel as the drivers behind the latter’s recent unde...
23 July 2018
Beyond Trump (2/11) : ABB
We identified 11 companies able to go beyond Trump's tweets and respect the following criter...
18 July 2018
Beyond Trump (1/11) : GVC Holdings
We identified 11 companies able to go beyond Trump's tweets and respect the following criter...
16 July 2018
HHLA, Donald tweeted or wilhemshavened?
[dropcap]B[/dropcap]eing owned by a city-state, Hamburg, with preoccupations that go well beyond t...
05 July 2018
Pharmas in June 2018
[dropcap]A[/dropcap]lphavalue’s pharma coverage outperformed the Stoxx 600 last month, returning...
04 July 2018
Allied Irish Bank: Back to the future
[dropcap]W[/dropcap]e are initiating coverage of AIB with a Sell recommendation. All the valuation a...
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