P/Book subliminal messages
On the mathematically correct view that P/Books are a function of ROEs, the 30 sectors tracked by ...
Is current production output really meeting demand?
At a time of global strong traffic growth, the aerospace industry is about to reach the end of a painfu...
Parmalat, a waiting game
Hopes that led Parmalat shares to jump by late 2016, presumably because Lactalis, its 89% shareho...
No attraction in weaker balance sheets
Every now and then we check whether “trash” as defined by a non-investment grade rating is a good...
Rusal gets a lifeline?
[dropcap]Y[/dropcap]esterday evening, in a surprise development, the US Treasury Department ann...
Dear(er) Vifor Pharma
[dropcap]O[/dropcap]ur endorsement in August 2017 proved to be an ideal entry point for Vifor Phar...