Archive May 2017

Current accounts: Issue 78 – 26 May 2017

Posted on May 26, 2017 in Aerospace & Defense, Beverages, Chemicals, Consumer Non-Durables, Current Accounts, Equity Ideas, Europe, Health Care, Industrials, Leisure and transport, Materials, Support Services

Europe – 25 May 2017

Posted on May 25, 2017 in Equity Ideas, Europe

WWIPlash: Huntsman, Clariant – 24 May 2017

Posted on May 22, 2017 in Chemicals, Equity Ideas, Materials, WWIPlash

Change in how we model working capital

Posted on May 22, 2017 in Equity Ideas, Global

Current accounts: Issue 77 – 19 May 2017

Posted on May 19, 2017 in Construction Materials, Consumer Services, Equity Ideas, General Retail, Industrials, Software & Services, Technology, Telecommunications

Cognizant – 18 May 2017

Posted on May 18, 2017 in Equity Ideas, Software & Services, Technology

WWIPlash: Ibstock and Frorterra

Posted on May 16, 2017 in Construction Materials, Equity Ideas, Industrials, WWIPlash

Global Technology – 10 May 2017

Posted on May 10, 2017 in Computer Hardware, Equity Ideas, Internet, Semiconductors & Equipment, Software & Services, Technology, Telco Equipment

Capital Goods – 9 May 2017

Posted on May 9, 2017 in Aerospace & Defense, Auto Parts and Aftermarket, Capital Goods, Construction Materials, Electrical Products, Equity Ideas, Industrial Machinery, Industrials, Industrials Conglomerates, Trucks/Construction/Farm Machinery

Current accounts: Issue 75 – 5 May 2017

Posted on May 5, 2017 in Autos & Parts, Biotechnology, Computer Hardware, Consumer Non-Durables, Consumer Services, Current Accounts, Equity Ideas, Food Retail, Health Care, Industrials, Medical Technology, Support Services, Technology

Support Services – 4 May 2017

Posted on May 4, 2017 in Equity Ideas, Industrials, Support Services