A week ago, we published a special report on a speciality building materials player Imerys – about how it can surf on the lithium-ion battery explosion.…
Porsche’s customers are used to choosing the finish of their 911s. With an IPO of Porsche AG profiling for the coming weeks/months, investors will have…
2022 has (so far) been brutal for MedTechs – down c.27% in market value terms vs. c.10% correction for the AV universe stocks. This is a stark underperformance for…
With a market capitalisation of €1.5bn, Indra is definitively a minnow within the European IT services sector. In comparison, the behemoth Capgemini has a market cap of €32.0bn. Indra…
Kindred, a Swedish, Malta-headquartered name within our gaming-gambling coverage has been a case of unfulfilled potential, ever since we initiated the stock about eight months…
Last time we teased about Eutelsat in late 2020, it was a satellite company with a structural decline in Video which represented over 60% of its…
Continental AG is an insurance company. Its Automotive segment ensures that every carmaker can out-source their lack of costly car software know-how. But, as a…
Among utilities, RWE is the winner of the radical changes in the energy markets implied by the war in Ukraine. While we do not estimate…
Valuation wise is worried and has been exploring various avenues to protect what can be when one mad man will not entertain a discussion. That…
What has been learnt from COVID-19 waves 1 to 5 has been replicated last Friday with Telcos hardly avoiding a negative performance while transport /…