Back to the main directory
ModelPortfolio / Equity
- MSCI August Rebalancing Preview - Little to Say for August, Looking Ahead to November by Sberbank
- Espresso | Falck Renewables | Reduce | Downgrade to Reduce after brilliant performance by Kepler Cheuvreux
- Espresso | Orkla | Hold | Disappearing discount, down to Hold by Kepler Cheuvreux
- Espresso | United Internet | Hold | Taking a breather by Kepler Cheuvreux
- Espresso | Avantium | Reduce | Pilot phase extended! by Kepler Cheuvreux
- Espresso | Com Hem Holdings | Hold | Downgraded following Tele2’s bid by Kepler Cheuvreux
- Espresso | Barry Callebaut | Hold | Time for a (sweet) break, downgrade to Hold by Kepler Cheuvreux
- Espresso | Aryzta | Hold | Downgrade, may be long-term value, but delayed, new team image hit by Kepler Cheuvreux
- Espresso | Scatec Solar ASA | Hold | Thin layer of sunscreen by Kepler Cheuvreux
- Espresso | FinecoBank | Hold | Everything is great, only upside is limited by Kepler Cheuvreux
- Espresso | NP3 | Hold | Time for a breather by Kepler Cheuvreux
- Espresso | SKF | Hold | At the peak – downgrade to Hold by Kepler Cheuvreux
- Espresso | KBC | Reduce | Another look at excess capital by Kepler Cheuvreux
- Espresso | Deutsche Lufthansa | Reduce | Cost control to remain challenging by Kepler Cheuvreux
- Espresso | Kesko | Hold | Downgrade to Hold by Kepler Cheuvreux
- Espresso | Lundin Gold | Hold | USD400m private placement by Kepler Cheuvreux
- Espresso | IAG | Reduce | Downgrade from Hold to Reduce by Kepler Cheuvreux
- Espresso | UFF | Hold | Getting more prudent for 2018E by Kepler Cheuvreux
- Espresso | u-blox | Hold | TP reached, downgrade from Buy to Hold by Kepler Cheuvreux
- Espresso | Masmovil | Hold | Lowering the checkered flag by Kepler Cheuvreux
- Espresso | Bilia | Hold | Some diesel headwinds by Kepler Cheuvreux
- Espresso | Kuehne + Nagel | Hold | No big deal is a big deal by Kepler Cheuvreux
- Espresso | Datalogic | Hold | Downgrade to Hold on limited upside and FY2017 results below estimates by Kepler Cheuvreux
- Espresso | Schoeller-Bleckmann | Reduce | Downhole Technology deal structure still widely misunderstood by Kepler Cheuvreux
- Espresso | Valneva | Hold | Higher opex, lower growth, 2018 outlook not as bright - downgrade by Kepler Cheuvreux