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05 April 2018
William Hill's suspended fate
Moving from underdog to favourite, William Hill spent the last month catching up with peers, h...
28 March 2018
Saint-Gobain / Sika : The case for a Pac-Man style offensive
It is clear that Sika is a better firm than Saint-Gobain (SGO). The invisible hand has been saying so ...
26 March 2018
The conflict with Iberdrola has just started!
[dropcap]T[/dropcap]he AGM of Siemens Gamesa on Friday lasted only two hours.The major shareh...
23 March 2018
Reflation Trade and Other Myths
[dropcap]B[/dropcap]anks have over-performed the market over the past two years, recovering a por...
20 March 2018
Holding companies profiled
[dropcap]H[/dropcap]olding companies tracked by AlphaValue trade at an average 8% discount to N...
15 March 2018
Bigger fund managers eventually suicidal?
[dropcap]T[/dropcap]he asset management (and asset gathering as a whole including the Life insura...
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