Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

Asset allocation and country/region investment strategy

Cross Asset Strategy

Environment, Social and Governance research

Analysis of bonds and other fixed income instruments

Credit

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Debt Capital Markets

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Thematic (Sector/Industry)

Macroeconomics

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Technical Analysis

France

Malaysia

United States

Myanmar

Thailand

Vietnam

Italy

Laos

Canada

Bermuda

Mexico

Brunei

Philippines

Denmark

Cayman Islands

Cambodia

Panama

Indonesia

Singapore

Australia

Switzerland

Finland

Macau

Spain

Norway

Mongolia

Iran

Austria

Cameroon

Chile

Gabon

Greece

Iceland

Ireland

Israel

Luxembourg

Monaco

Portugal

Sweden

United Arab Emirates

Zambia

Qatar

Sri Lanka

Poland

Oman

Nigeria

Ghana

Estonia

Romania

Argentina

Colombia

Czech Republic

Kenya

Morocco

Peru

Tunisia

Iraq

Bahrain

Jordan

Venezuela

Zimbabwe

Kuwait

Palestine

Croatia

Lithuania

Serbia

Slovenia

Mauritius

Benin

Burkina Faso

Ivory Coast

Mali

Niger

Senegal

Togo

Botswana

Lebanon

Hungary

Malta

Ukraine

Ecuador

Liechtenstein

Bulgaria

Paraguay

Cyprus

Puerto Rico

China

Hong Kong

India

Japan

New Zealand

South Korea

Taiwan

Pakistan

Bangladesh

Brazil

Russia

Germany

United Kingdom

Egypt

Yinson Holdings Berhad is an investment holding company. The Company, through its subsidiaries, provides offshore support services such as trading and logistics to the upstream oil and gas sector. Yinson Holdings' business also includes commodity trading.

A2A S.p.A. is an Italian utility company.  The Company is active in electricity (production, distribution, trading and sales), gas (supply, distribution, trading and sales), district heating, waste (collection, treatment and disposal), integrated water cycle, public lighting and other activities. A2A S.p.A  has a strong presence in the North of Italy.

Enel SpA is a multinational power company and an integrated operator in the electricity and gas sectors, with a special focus on  Europe and Latin America. The company is active in the generation and distribution of energy from conventional and renewable sources. It also offers integrated solutions for electricity and gas products.

Accor SA operates hotel chains and offers human resources, marketing, and expense management services.  The Company operates hotels ranging from budget to upscale worldwide.

Air France-KLM provides air transportation services. The Company operates airlines and offers travel booking, catering, freight transportation, aircraft maintenance, and pilot training services. Air France-KLM serves customers worldwide.

Eramet is a mining and metallurgical group.  The Company refines and produces nickel, manganese, and special steels. Products are used in the iron, steel, aerospace, energy, transport, and engineering industries.  The Company operates plants in New Caledonia, France, Sweden, the United Kingdom, the United States, and Gabon.

Europcar Mobility Group provides passenger mobility vehicles rental services. The Company offers light commercial vehicles rental and sharing, ride hailing, and other mobility solutions. Europcar Mobility Group serves customers globally.

Legrand S.A. specializes in products and systems for electrical installations and information networks.  The company's products are offered for residential, commercial, and industrial use.

Vestas Wind Systems A/S develops, manufactures, and markets wind turbines that generate electricity. The Company installs and maintenance turbines. Vestas Wind Systems serves customers worldwide.

Ampol Limited provides petroleum products. The Company offers petrol and convenience network as well as refining, importing, and marketing fuels and lubricants. Ampol serves defence, mining, transport, marine, agriculture, aviation, and other commercial sectors in Australia.

Energy

Industrials

Materials

Consumer Discretionary

Real Estate

Leaf & Ledger Limited

Formed in 2024, Leaf & Ledger is a European advisory and research firm serving institutional investors and managers. We focus on real assets and private markets, with public-market read-throughs where material. Our work emphasises valuation signals, market structure, and execution topics that translate technical assessment into underwriting and strategy.

Insight That Moves Capital

MD, Leaf & Ledger Limited

EC
MD
• Leaf & Ledger Limited

Areas of Expertise

Links