Sector Capsule: Beer in France
Sales of beer registered total volume growth of 3% to reach 2.1 billion litres in 2017. The category widened its consumer base within both non...
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Quiddity Leaderboard SE600 Jun26: TEN ADDs/DELs; Many Intra-Review Changes After Rebal
Based on the latest estimates, we now expect 10 ADDs and 10 DELs. The ADDs collectively have an inflow of around US$200mn to trade. We have one...
227 Views
Bavarian Nordic: Event-Driven Bid with Strategic Block, Bull Case Supports Sweetening
Bavarian Nordic bid at DKK 233 undervalues outbreak optionality and M&A runway; ATP blocks delisting. Market bets on sweetening. High-upside arb...
360 Views
STOXX Europe Quiddity Leaderboard Sep 2022: 11 ADDs/DELs, Sandvik-Alleima, and More
I see 11 ADDs/DELs based on current numbers but there are several other names that are only a small price change away from becoming ADDs/DELs
510 Views
STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More
Qinetiq could replace Ultra Electronics at the end of this week. There could be another 8 ADDs/DELs in September 2022. Bavarian Nordic is also an...
519 Views