Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
366 Views
Global Economy Dodges a Bullet - Brexit Could Cause Global Recession
Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political...
255 Views
Eurozone: Seasonally Adjusted Unemployment Rate Continues to Trend Downwards
The Seasonally adjusted unemployment rate in the Eurozone continued its downward trend, coming in at 10.2% in March 2016 compared to 10.4% in...
3k Views
Uni President Enterprises: Positive Catalyst from Additional Stake Purchase of Carrefour Taiwan
We believe the acquisition of the additional 49.5% stake in Carrefour Taiwan is likely to have a positive impact on Uni President Enterprises (1216...
403 Views
Auchan/Carrefour: Ongoing Merger Plans, LBO
The possibility of a new French champion, which would avoid falling in the hands of private equity. The LBO maths add up and synergies could be...
465 Views