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Market Analysis

  • Shipping movements

    The following ships are expected in Malta: The BFP Galaxy from Skikda to Annaba, the Sirius from Alexandria to Iskenderun, the CMA CGM Racine from Genoa to Port Said, the Xin Chang Shu from Port Klang to Valencia (all Carmelo Caruana Co. Ltd), the...

  • What’s cooking? Thomas Cook

    Thomas Cook (TCGLN) is Europe’s second largest tour operator and travel agent. The group is geographically diversified with around 50% of FY14 revenues (excluding the airline business) from Continental Europe, 35% from the UK and 15% from...

  • Sell in May and go away

    Sell in May and go away is an investment strategy for stocks based on a theory that the period from November to April has significantly stronger growth on average than the other months. Typically an investor would sell at the start of May and...

  • Scientific Games, merger with Bally reaps synergies

    Scientific Games, merger with Bally reaps synergies

    Scientific Games (SGMS) is a leading innovator in the global lottery and regulated gaming industries. Beginning with the breakthrough technology that launched the world’s very first secure instant lottery game in 1974, the company has continued to...

  • Greece, why all the fuss?

    Greece, why all the fuss?

    Governments, like everyone else, are required to pay their bills. Greece has been unable to do so for quite some time and has managed to stay afloat only through financial aid from European institutions and the IMF. How did Greece end up in the...

  • Avaya – a reshaping company and an attractive credit story

    Avaya – a reshaping company and an attractive credit story

    Avaya is a leader in business collaboration and communications, with leading market share in worldwide telephony systems, contact center infrastructure, voice maintenance services and enterprise messaging. Some of the company’s products are: Avaya...

  • What does a negative interbank lending rate tell us

    What does a negative interbank lending rate tell us

    One day a colleague of mine saw a headline which was saying that the three month Euribor dropped below zero and asked somehow puzzled “how does this work? Banks are now getting paid to borrow?” It doesn’t take a lot to acknowledge that this is a...

  • Deutsche Post AG – Delivering in portfolios

    Deutsche Post AG, headquartered in Germany and operating under the trade name Deutsche Post DHL, is the world’s largest courier company. The Group is made up of four divisions being; The Post - eCommerce - Parcel (PeP), Express, Global Forwarding...

  • Why so much talk about the timing of the US rate hike?

    Why so much talk about the timing of the US rate hike?

    Those who routinely follow the markets must have noticed that most of the market commentaries nowadays make reference to market’s expectations around the first interest hike in the US. However, rather than discussing the merits or shortfalls of...

  • The European Equity Investments: Expectations and Strategy

    The European equity market has gained 16.5 percent year-to-date, making this asset class one of the best performers this year. The performance comes at the back of an ECB Quantitative Easing (QE) policy, subsequent currency adjustments, a...

  • Shipping movements

    The following ships are expected in Malta: The Leonie P from Algers, the Sirius from Alexandria to Iskenderun, the Hoheplate from Sfax to Annaba, the CMA CGM Pelleas from Jeddah to Valencia (all Carmelo Caruana Co. Ltd), the MV Eurocargo Venezia...

  • Why Budweiser is the king for shareholders

    The name Anheuser Busch (ABI) might not ring a bell for many beer lovers. However, if I were to say that this Company brews famous brands like Budweiser, Corona, Beck’s and Stella Artois (to mention a few) you’ll appreciate what I have to say even...

  • Meet JBS, the world’s largest meat processing company

    JBS S.A.’s history and tradition spans over 60 years, and is a global leader in the processing of animal protein. Present in more than 20 countries, JBS has more than 300,000 customers in more than 150 countries through a diverse portfolio of...

  • European equities: fighting for every inch

    In the first quarter of 2015, both shareholders and bondholders alike were very happy with the performance of the markets. Yields on the German bund kept on tightening and the European equity markets were on fire. The DAX alone returned 22% to...

  • Interesting products make a nice credit story

    Interesting products make a nice credit story

    APX (operating under the brand name Vivint) is reportedly one of the largest Smart Home companies in North America and the third largest home security company in the US. Vivint services are based on a fully integrated touchscreen SkyControl panel,...

  • Euro outlook and investment strategy

    Euro outlook and investment strategy

    The euro currency on May 13 stood at 1.3715 against the dollar. At the time that this article is being written the EURUSD is trading at 1.1231. Over a one year period the euro fell by over 18 per cent leading to significant gains for US dollar...

  • A quick review of the European airline industry

    A quick review of the European airline industry

    The European airline sector was one of our top picks towards the end of 2014 when declining oil prices and a depreciating Euro provided significant tailwinds. A glimpse of a European recovery and quantitative easing in the first months of 2015...

  • The impact of bond supply net of QE on interest rates

    The impact of bond supply net of QE on interest rates

    The first week of May was pretty much characterised by the sharp sell-off in bonds, particularly bunds and high-rated (Investment Grade) bonds, and despite showing some signs of slowing down over recent trading sessions, the trend has...

  • It’s not game over for US equities!

     The total return year-to-date (YTD) of the S&P500 was 2.78 percent as at close of trading last Friday. At a first glance, it’s not a performance to boast about especially when the European markets such as the DAX is up 19.42 percent for the same...

  • What went wrong with the government bond yields?

    What went wrong with the government bond yields?

    Over the past two weeks the European sovereign yields have been rapidly increasing (prices have been falling) and with them they brought down the prices of most of the Investment Grade corporate bonds. The fall in German Bonds (aka Bunds) seems to...

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