Latest ideas and analyses related to Europe

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Europe

+10 pts



European Cross Asset Strategy: Low Energy Level

By Thomasidea on Sept. 27, 2022, 9:28 a.m.
Tagged topics: Europe

Views: 2, Votes: 1, Responses: 0, Attachments: 1
Europe

+12 pts



Something to chew on: The news, the invites, the reminders: UK mini budget announced; latest data reveals shoppers switching from Lidl to Aldi; call with Similarweb on 29 Sep

By RayHold on Sept. 26, 2022, 9:50 a.m.
Tagged topics: Europe , food retail

Views: 6, Votes: 3, Responses: 0, Attachments: 1
GBF

+13 pts



With COO leaving, management change complete

By P on Sept. 26, 2022, 9:34 a.m.
Tagged topics: Europe

Views: 6, Votes: 4, Responses: 0, Attachments: 1
6RL

+34 pts



Key takeaways from management meeting at InnoTrans are a net positive

By Thomasidea on Sept. 26, 2022, 9:24 a.m.
Tagged topics: Europe

Views: 9, Votes: 5, Responses: 0, Attachments: 1
WIZZ , Hungary

+33 pts



Key takes from analyst trip

By Thomasidea on Sept. 26, 2022, 9:22 a.m.
Tagged topics: Europe

Views: 7, Votes: 4, Responses: 0, Attachments: 1
GLE

+1 pts



Thanks for the answer! Unfortunately, that one is just on UK banks....

By nickelcopper3 on Sept. 22, 2022, 3:21 p.m.
Tagged topics: Europe , European equities , Banks

Views: 2, Votes: 1, Responses: 0, Attachments: 0
GLE

+6 pts



Is this it? https://street-guru.com/opinion/more-headlines-on-potential-change-in-reserve-requirements_20220922_869/...

By mooreideas on Sept. 22, 2022, 12:14 p.m.
Tagged topics: Europe , European equities , Banks

Views: 5, Votes: 2, Responses: 1, Attachments: 0
GLE

+5 pts



Morgan Stanley's today report on EU banks

By nickelcopper3 on Sept. 22, 2022, 6:04 a.m.
Tagged topics: Europe , European equities , Banks

Views: 17, Votes: 2, Responses: 2, Attachments: 0
NVS

+35 pts



Downgrade to Underperform, cut TP to SFr78

By P on Sept. 17, 2022, 10:06 a.m.
Tagged topics: Europe

Views: 12, Votes: 6, Responses: 0, Attachments: 1
Luxury Goods

+54 pts



European Luxury Goods Luxury Goods Q2 preview out

By P on July 22, 2022, 10:49 a.m.
Tagged topics: Europe

Views: 10, Votes: 5, Responses: 0, Attachments: 1
Utilities

+53 pts



Reuters reports the French government is looking at paying a premium €8bn price for EDF nationalisation

By Thomasidea on July 21, 2022, 10:59 a.m.
Tagged topics: Europe

Views: 28, Votes: 4, Responses: 0, Attachments: 1
eCommerce

+33 pts



Daily Retail and E-Commerce News (12 July 2022)

By Bearorbull on July 20, 2022, 11 p.m.
Tagged topics: retail , Europe

Views: 12, Votes: 4, Responses: 0, Attachments: 1
Medical Technology

+31 pts



Weekly US generic IV market tracker (ending July 1)

By Bearorbull on July 20, 2022, 10:48 p.m.
Tagged topics: Europe , Medical

Views: 16, Votes: 2, Responses: 0, Attachments: 1
BNZL

+31 pts



Trading firm into 1H

By RayHold on July 20, 2022, 11:54 a.m.
Tagged topics: Europe

Views: 7, Votes: 2, Responses: 0, Attachments: 1
Luxury Goods

+73 pts



Luxury Goods Q2-22 preview

By Thomasidea on July 20, 2022, 11:34 a.m.
Tagged topics: Europe

Views: 27, Votes: 4, Responses: 0, Attachments: 1
UQ2B

+32 pts



Allianz SE (ALVG.DE) Settlement reached - Putting the Structured Alpha Fund issue in the past with limited further financial impact

By Thomasidea on May 19, 2022, 3:10 a.m.
Tagged topics: Europe

Views: 15, Votes: 3, Responses: 0, Attachments: 1
Business Services

+12 pts



Business Services Weekly - 13/05/2022

By Thomasidea on May 18, 2022, 5:57 a.m.
Tagged topics: Europe

Views: 18, Votes: 3, Responses: 0, Attachments: 0
STRATEGY

+33 pts



Pan-European Capital Goods Friday Nuts'n'Bolts – Schaeffler bearings outlook / Bulk Metals price forecasts / China COVID call / Siemens in HOLT / Spectris

By Thomasidea on May 18, 2022, 5:47 a.m.
Tagged topics: Europe

Views: 21, Votes: 4, Responses: 0, Attachments: 1
STRATEGY

+31 pts



Strategy, Accounting and Sustainability Hardly any Invincibles left

By Thomasidea on May 18, 2022, 4:21 a.m.
Tagged topics: Europe , UK , recession fears

Views: 11, Votes: 2, Responses: 0, Attachments: 1
Natural Gas

+35 pts



Natural Gas LNG Latest - In Charts

By ethonomics on May 4, 2022, 11:11 a.m.
Tagged topics: Europe , supply constrained

Views: 16, Votes: 4, Responses: 0, Attachments: 1