EuroStoxx Reports

EuroStoxx Reports, Markets, Relevant News Item 23rd June 2022

Downward revisions to profits remain

A&G | The Q1 results season was solid on both sides of the Atlantic. And up to now EPS for 2022 has been revised 3% upwards by S&P500 and 11% by the STOXX 600. The weighting of the raw material sectors, particularly in Europe, helped to drive EPS estimates (ex EPS estimates for raw materials they rose only 2% YTD in Europe). We are beginnning to see signs of a…

EuroStoxx Reports, World economy

Economy on alert: US yield curve inverts

EuroStoxx Reports, In Europe

What Lies Behind The Entry Of Hudson Into The Capital Of Deutsche Bank?

Carrefour aims to change model to digitalisation

Equity Reports, EuroStoxx Reports

Carrefour Aims To Change Business Model In 5 Years After The Sector Slow Response To Digitalisation

Equity Reports, EuroStoxx Reports

Ryanair: Uncertainty Over The UK And Bad Management Is Undermining Its Profitable Business

Deutsche Bank's operations in the US are a disastrous situation

EuroStoxx Reports

Deutsche Boerse, A Merger That Need Not Happen

Since the DB /LSE merger was announced (a year ago officially), it has been more beneficial to LSE shareholders than to DB’s, with a valuation gap (29x for LSE vs. 18x for DB) that has never closed. Respective shares have continued to trade in an uncorrelated way suggesting that not only the deal is not consummated but that the GBP/Brexit tango cannot be ignored.

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