Alexis Dwek

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bullish•adidas •27 Sep 2023 03:30

Adidas: All The Ingredients To Win

The Company has all the ingredients to win: “a great brand, credibility, authenticity, innovation, collaborations, talented people, and a global...

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bullish•Infineon Technologies •20 Sep 2023 04:15

Infineon: The Potential Of Silicon Carbide

Infineon is in an excellent position to capture growth in silicon carbide, its Phase II in Kullin will help generated an estimated €7bn in revenues...

SAP: Cloud + AI = Recipe for Success

The equity story lies with SAP’s dominant market position within software management solutions, a market set to keep growing rapidly for the years...

Alexis Dwek

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bullish•Swatch Group•07 Sep 2023 03:30

Swatch Group: Revival Of The Swiss Brands

There is a lot of value in Swatch Group, which trades on a significant discount to luxury peers. Recent pullback provides entry point.

Alexis Dwek

239 Views

bullish•Siemens Energy AG•24 Aug 2023 04:15

Siemens Energy: Feedback From Call With Head Of IR

Short call with Head of IR of Siemens Energy provides more confidence in the equity story, but it will take time. For long-term investors, this...

Starling Advisors Limited, founded during the summer of 2022, provides bottom-up fundamental analysis of pan-European companies. Their analysis is unbiased, as it reflects their own opinion of a company’s share price based on the company’s most recent earnings calls, investor calls, presentations, or via direct contact with IR or management. They are therefore unaffected by sell-side recommendations. Their aim is to provide their clients with the best investment ideas, as they take a mid- to long-term view. Starling Advisors Limited is an appointed representative of Schmidt Research Partners Limited which is Authorised and regulated by the Financial Conduct Authority. Starling Advisors’ research process combines financial analysis with publicly available industry data, presentations, and...