460 European Large Caps
31 Senior Analysts
COVERAGE
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31/03/20
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26/03/20
CoVid excruciating pain
West down? China up?
23/03/20
Checking our joint coverage universe to identify investment opportunities by quality brackets
06/02/20
nCoV 2019
Minsky moment potential?
02/02/20
Happier New Year
14/11/19
Cyclicals’ spring or a liquidity tragedy?
11/10/19
5G: players overview
15/09/19
ECB’s Last Shot?
08/01/19
DOWNGRADES
06/12/18
Time to offload the banking licence
04/10/18
Remove it or amend it!
29/06/18
A consolidation game
21/06/18
Near term: Rosy & Trumped
Stock Selections: 11 Intriguing businesses & business models
18/05/18
Has Food & Beverages lost its shine?
02/05/18
Is current production output really meeting demand ?
28/03/18
Letter to the board of directors of Sika and to Saint-Gobain’s shareholders
22/03/18
Reflation Trade and Other Myths
08/02/18
Stock Picking in European Power Utilities
12/12/17
Death of the Ltd company?
From Ownership to Smart Contract
12/12/17
A correction is imminent
29/11/17
Ahead of the OPEC meeting