pbb Deutsche Pfandbriefbank : Dividend pay-out ratio upgrade to at least 75% until FY2019
Deutsche Pfandbriefbank (pbb) has increased its pay-out ratio from 40% to 50% to a regular dividend of 50% plus a special dividend of 25%, up to 2019 inclusive. In addition,…
Saras oversold ?
Saras has slumped almost 20% since the opening of the year. The heavy fuel oil crack spread, a structural loss-making but minor side of the refining business, fell from a…
Bridgewater’s shorts screened, seriously bold
We could not resist screening the Bridgewater Dalio’s $22bn short bet on European equities as trumpeted in the media on 15 February. AlphaValue covers 51 of the 60 stocks or…
A hard life for grocers
As the new (and young) boss of Carrefour is releasing his vision/strategy aimed at the French grocer becoming a tad more digital, it does not hurt to provide a sense of…
Acs adds complexity
Hochtief (72% controlled by ACS) is expected to launch a takeover bid for Abertis. This ACS initiated move would be supported by the “relevant” geographical footprint of the combined company, the strong…
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