RESEARCH


551 European Large Caps

39 Senior Analysts

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Is AI a threat or opportunity for the publishing sector?

14/09/23
Pharmas protecting their defensive virtues

25/07/23
Borealis/Borouge merge: A catalyst or a headache for OMV?

12/07/23
Looking into H2-2023 No major wobbles as yet

03/07/23
Mining investors torn between green and red

15/06/23
Defensive attributes shining through?

14/06/23
Is there a wrecking ball?

08/06/23
A hardening environment, further enhancing the differences between NextGen and incumbents

02/06/23
The Rebound Of European Grocers : Fluke Or Fundamentally Driven?

24/05/23
One sole question: Can three years of excess profits last?

17/05/23
The Tesla and China factors

11/05/23
A bit too early?

04/05/23
Our thoughts ahead of the quarterly results’ release

20/04/23
Drilling in the Jungle: Uganda excursion

19/04/23
Our thoughts on an operation with very limited short-term impact

13/04/23
Miners’ animal spirits making a return(?)

31/03/23
Chinese cars driving along the silk road

27/03/23
A trendsetter in the European OFS ?

20/03/23
The end of the crisis or the beginning of the end?

01/03/23
Multiple denials but, admittedly, Excess returns for longer