551 European Large Caps
39 Senior Analysts
COVERAGE
29/09/23
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21/09/23
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