ThyssenKrupp (aviate Buy): activist joins the register
This was the type of thing we warned of earlier this year, that such is the longer term opportunity in this (bottom of cycle + restructuring + look-through value), and the demand we ourselves could...
View ArticleBanks and stock picking
As you know we are tactically Neutral this Sector as we approach earnings season. At the stock level we are taking profits in BNP as despite being long-term fans, we fear earnings upgrades may be...
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Riccardo’s charts
Riccardo recently reiterated a sell on STMicroelectronics which is looking rather precarious on the charts. Indeed, the On Balance Volume (OBV) is breaking down, indicating more weakness ahead. Today...
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