Change in how we model working capital

Posted on May 22, 2017 in Equity Ideas, Global

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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

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Cognizant – 18 May 2017

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

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WWIPlash: Ibstock and Frorterra

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

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Current accounts: Issue76 – 12 May 2017

Posted on May 12, 2017 in Aerospace & Defense, Apparel and Footwear, Auto Parts and Aftermarket, Capital Goods, Computer Hardware, Construction Materials, Consumer Non-Durables, Consumer Services, Electrical Products, Equity Ideas, Industrial Machinery, Industrials, Industrials Conglomerates, Internet, Leisure and transport, Semiconductors & Equipment, Software & Services, Sporting Goods Manufacturers, Support Services, Technology, Telco Equipment, Trucks/Construction/Farm Machinery

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Global Technology – 10 May 2017

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

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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

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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

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Support Services – 4 May 2017

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

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Current Accounts – Issue 74- 28 April 2017

Posted on Apr 28, 2017 in Apparel and Footwear, Chemicals, Consumer Non-Durables, Current Accounts, Equity Ideas, Europe, Europe ex UK, Food Manufacturing, Materials, UK and Ireland

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Pan-European SMID – 28 April 2017

Posted on Apr 27, 2017 in Equity Ideas, Europe, Europe ex UK, SMID, UK and Ireland

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WWIPlash: BIC – 27 April 2017

Posted on Apr 27, 2017 in Apparel and Footwear, Consumer Non-Durables, Equity Ideas, WWIPlash

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WWIPlash: Danone – 26 April 2017

Posted on Apr 26, 2017 in Consumer Non-Durables, Equity Ideas, Food Manufacturing, WWIPlash

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UK Report – 25 April 2017

Posted on Apr 25, 2017 in Consumer Non-Durables, Consumer Services, Equity Ideas, Food Retail, General Retail, Household & Construction, Industrials, Support Services, UK and Ireland

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WWIPlash: PPG and Akzo

Posted on Apr 25, 2017 in Chemicals, Equity Ideas, Materials, WWIPlash

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