MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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Mytilineos - Well placed to benefit from renewables
Mytilineos is well placed to benefit from a push in the EU to accelerate renewable plans. It has a renewable portfolio of c 7GW and is well funded...
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Mytilineos - Record-high profitability with strong momentum
Mytilineos achieved record-high profitability in FY21, with a 31% increase in EPS, demonstrating its business model is resilient despite global...
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MYTILINEOS S.A: Equity Research Flash Note
MYTILINEOS S.A. Equity Research Flash Note Corporate & Investment Highlights Mytilineos’ revenues for 2020 decreased to €1,899 mn...
Mytilineos - The future is bright
Mytilineos has been investing heavily to benefit from the energy transition (as humanity seeks to limit global warming to c 1.5°C). We estimate...
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