Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but the army of believers has not…
The amazing Q2/H1 earnings delivery is confirmed as a top-line epiphany owing to strong pricing here and there, powerful FX positives and presumably a degree of hysteresis in client behaviour as not all have walked away from surging prices.
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…
The week to 17-06 was another one of blood-letting (c. -5% for European & US equities) as markets moved on from the actual implementation of…
HSBC has been in damage-control mode since its head of responsible investing stated that the climate change related threat has been exaggerated and its largest…
The long-lasting battle for control over Generali has finally come to an end. The current CEO Philippe Donnet has been re-elected by Generali’s shareholders, along…
Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took place in Milan, gathering the so-called “Finance community” to promote to…
It is a fact that subscription-based research delivers a service where brokers capitulate. Consider 2 examples: VEOLIA: August 2020 Veola launches its bid on Suez.…
The MifidII directive, which came into force at the beginning of 2018, aims to reduce conflicts of interest between investors and research providers through greater…
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…