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Market Analysis

  • Fresh wave of Greek negotiations keep investors waiting

    Fresh wave of Greek negotiations keep investors waiting

    With the outcome of the weekend referendum known and markets grappling with the result and possible implication in the short-to-medium term, Greece’s government scrambles for a fresh wave of negotiations with its creditors, with a new finance...

  • SX5E: Top equity performers in H115

    The Euro Stoxx 50 (SX5E) is a widely used benchmark for European equities. The index returned 11.73% to investors in the first six months of the year. This is lower than that 17.93% returned to shareholders in the first quarter of the year. The...

  • A name with chemistry

    A name with chemistry

    Ineos is one of the top petrochemical companies worldwide, with operations in Europe and North America. It was founded in 1998 by chemical engineer Jim Ratcliffe who continues to own 71 per cent of its shares. Other two individuals, Andrew Currie...

  • Equity investing under crisis conditions

    A side effect of market turmoil is the creation of opportunity in equity markets as the price of even the strongest companies get dragged down with the weakest. Looking back with the comfort provided by hindsight we can now declare the great...

  • Shipping movements

    The following ships are expected in Malta: The Stjerneborg from Tripoli to Tripoli, the HH North (ex-Connorth) from Al Khums to Al Khums, the CMA CGM Opal from Damietta to Genoa, the CMA CGM Titus from Port Kelang to Valencia, the Nicola from...

  • Looking back at credit markets in H1-2015

    In our H1-2015 Credit Outlook report issued six months ago, we had clearly portrayed our concerns about slowflation in the Eurozone on the back of a sliding price of oil and low growth expectations. Back then, we had mentioned the following...

  • Loxam – A French name for the high yield investors

    Loxam – A French name for the high yield investors

    Loxam is the leading European equipment rental group, boasting a sizable market share (18 per cent) in its core market, France. It is now present in 13 countries after having first entered the international market in 1996. The business model is...

  • Greece… a few more thoughts

    Greece… a few more thoughts

    Creditors are lending Greece to repay themselves This fact goes largely unsaid; most of the funds that Greece will get from an agreement will go straight back to the creditors. Greece has a debt to GDP ratio of 180 percent or €320 billion (all...

  • Valeo – A share that will drive you places

    Valeo – A share that will drive you places

    Audi, BMW and Volkswagen are all well-known companies in the auto industry. However, if I had to mention Valeo most people would not know what this company is all about.   Valeo is an automotive supplier, partner to most automakers worldwide. As a...

  • Risk-Off, Risk-On

    Risk-Off, Risk-On

    Until last Friday, risk aversion was clearly on the rise as the markets were grappling for yet another Greek stalemate, with markets continuing to take cue from the lack of positivity coming out of the Greek debacle. Risk-on/Risk-off has been the...

  • High dividend-paying stocks in Europe

    It is a known fact that Maltese investors like receiving some form of distribution on their investment irrespective of the fact that in reality it does not make a difference to their total return. This is because theoretically once the shares go...

  • Toys “R” Us – A company worth investors’ interest

    Toys “R” Us – A company worth investors’ interest

    Toys R is the leading global retailer of toys in terms of net sales, operating more than 1,500 stores in 36 countries worldwide. In addition to these, it runs hundreds of smaller format shops on a seasonal basis to take advantage of the increasing...

  • Investing at a time of crisis

    Responsible investing is about balance, diversification, liquidity and the long-term. But let us be honest, with Greece on the verge of default, the UK wanting to leave the EU, the Fed juggling with the idea of rate increases and BRICS in disarray...

  • Labco - European lab testing market opportunity

    Labco is one of the leading groups in the European clinical laboratory services market and is a market leader in Spain and Portugal based on 2013 revenues. The company is one of the top two leaders in France and in Italy, where Labco has a strong...

  • Balanced Funds – a long term approach to investing

    Investors closely monitoring the markets would not be at fault for stating that volatility seems to have increased over the past few weeks, because, let’s face it – it really has. And ECB’s Mario Draghi, in his most recent Monetary Policy Meeting...

  • What’s going on in the equity markets?

    Equities started off the year on an excellent note in Europe. From January till mid-April, the equity markets in Europe were gaining positive momentum with the DAX Index up 27% in the first three and a half months of the year. Then earning season...

  • The European yields and the EUR exchange rate

    Besides the bond market selloff that made the headlines over the past few weeks, another important development is the appreciation of the EUR by some 6.5% from its lows against the USD on the 13th of March. Prima face this could be attributed to...

  • What’s next for Apple

    What’s next for Apple

    During its annual conference for developers who build apps for Apple products, Apple introduced no new products but offered a series of new services and software updates. The highlight of the evening was the announcement of Apple Music. A list of...

  • Event risk continues to drive market sentiment

    Event risk continues to drive market sentiment

    Over the weekend, Turkey’s governing party lost its majority in parliament. The AK Party, which has been the ruling party in government since 2002, is set to win 258 seats in parliament but that is still 18 short of the number needed to win a vote...

  • Maltese investors and interest payments

    It is often bewildering how often investors refuse to accept good advice, and a particularly persistent stumbling block is investor’s reluctance to invest in anything that does not pay interest. I cannot pretend to have researched the subject, but...

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