[dropcap]D[/dropcap]eutsche 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…
[dropcap]S[/dropcap]aras 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…
[dropcap]W[/dropcap]e 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…
[dropcap]T[/dropcap]he taste for dividends is largely a reflection on the (shifting) taste for risk but their quality as a safety-net cannot be challenged. Consider the…
[dropcap]T[/dropcap]he sector has been under pressure recently with the end of the QE program getting closer and a tightening of the credit market expected. …
[dropcap]A[/dropcap]s 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…
The primarily domestic Swiss telco has been a remarkable performer whatever investors sentiment about the CHF, about Swiss growth, about Telcos at large and about…
[dropcap]U[/dropcap]tilities have lost their shine since October 2017. This can easily be associated with firmer rates and a dash for cyclical/value stocks now that Europe…