Aston Martin: A Closer Look at the New Consortium of Investors Coming In
Aston Martin (AML LN) has been a trainwreck since its IPO in 2018. The Italian and Middle-Eastern private-equity owners cashed out some of their...
395 Views
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
591 Views
Sector Capsule: Fine Wines/Champagne and Spirits in France
Fine wines/champagne and spirits posts current value growth of 5% to reach EUR2.2 billion in 2017 Category benefits from the “drink less but...
119 Views
Sector Capsule: Spirits in South Korea
Headlines Total volume sales of spirits rise by 3% in 2016, to reach 1,425 million litres The new anti-bribery law strongly affects on-trade sales...
414 Views