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…

We are initiating coverage of AIB with a Sell recommendation. All the valuation approaches point to a stretched valuation, while the visibility on the group’s operating environment has reduced sharply,…

Undoing world trade is about quick populist wins, subsequent massive pains, probably conficts and impossibly long and costly reconstruction. Once upon a time, apprentice sorcerers were bankers, both too imaginative…