JP Mustier (Unicredit) held a short conference about “the future of banking in Europe” organised by the Centre of Financial Professions. He did not draw a rosy portrait of this…

EDF is a complex story one could resume as a commodity call option in a sea of regulatory, technical and political uncertainties. The share price spent last year outperforming the…

Governance matters, more than ever and it has long been an issue at Renault. When a company, or in this instance a group of companies, is dominated by one individual,…

At 47p, a 54% retreat over the last 3 months, Thomas Cook sits firmly in call option territories. The trigger is a summer heat-wave that struck its business at the wrong…

Fully-regulated players have been left in the dust as integrated peers benefited from rising carbon and electricity prices, yet we like National Grid’s model as it offers a compelling mix of…

2018 has been a nightmare for Casino. Investors have dumped the stock en masse (its price touched 22-year lows just a few days ago) due to apprehensions about the health of the French…

This article is meant for investors with an inclination towards calculated but higher-risk investments, for a period beyond 3-6 months. Today, we present a ‘must-buy’ case for Groupe Casino Guichard,…

Becoming a possible target in a rich industry contemplating consolidations is good news for shareholders and seemingly less so for Scor’s management. The insurer has a healthy in-force portfolio and…

Monsanto has been ordered to pay USD289m to Dewayne Johnson, a caretaker, who used a glyphosate-containing product (i.e. RoundUp) from Monsanto. Times are changing for Monsanto After the highest court…

We like Iberdrola but currently prefer Enel as the drivers behind the latter’s recent underperformance should progressively peter out. Stormy Italian politics combined with Eletropaulo’s pricey acquisition kept Enel’s share price under…