Holdco Updates: Close Cosco, Hold onto Hochtief
Mean Reversion Complete for Cosco Capital Ever since we wrote on how Cosco Is Cheaper Than Ever, it has reverted back to its mean. We think that...
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Hochtief - Stub Value All-Time High
Over the past 3 months, Cimic Group Ltd (CIM AU) is down 32% while Hochtief AG (HOT GR) is flat. This is a significant dislocation. HOT's current...
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EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES
Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry...
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Eurozone: Industrial Production Revives Across Most Sectors and Countries in April
Industrial Production (IPI) in the Eurozone revived in April 2016 after having recorded negligible growth in March 2016. On a seasonally and...
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Eurozone: March Industrial Production Lower than Expected
Industrial Production growth in the Eurozone came in lower than expected in March 2016. On a seasonally and working day adjusted basis, production...
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