Banco de Investimento Global, S.A. (BiG) is a privately-held, specialized financial institution, with headquarters in Lisbon, and is licensed to operate in all business areas open to the banking sector in Portugal.
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BiG Research - PSI20 Note: Jerónimo Martins Initiation of Coverage Jerónimo Martins is committed to grow the business by continuous store expansion in all the markets, where it is present. The highest growth opportunities are viable in Health & Beauty sector in Poland, where Hebe is present (revenue growth +25% in 2018) and food retail in Colombia, where Ara is operating (revenue growth +48%). However, the two banners are not expected to achieve the scale, which Biedronka or Pingo Doce ...
Altri is a pulp producer based in Portugal. Currently has the capacity to produce around 1.1 mn tonnes of pulp (0.99 mn tonnes of BEKP and 0.1 mn tonnes of dissolving pulp). It also has 97.1 MW of electricity capacity. It also manages 80k ha of forest which satisfies around 20% of its needs. Altri trades in the Portuguese stock exchange with a market capitalization of around EUR 1.15 bn.
Sainsbury is a UK based retail company being the third biggest player in the UK. The company operates only in the UK and in the Ireland Republic in the retail segment with the supermarkets and convenience stores, the financial services segment with the Sainsbury Bank, and property investments segment with the joint ventures with the British Land Company and land Securities Group. Sainsbury has approximately 770 convenience stores and offers over 15,000 own brand products. The Sainsbury bank offe...
Carrefour is a French food retailer established in 1959 and headquartered in Boulogne-Billancourt, France. The company operates in segments of hypermarkets, supermarkets, convenience stores and cash & carry. It is present in Europe (France, Spain, Belgium, Poland, Romania, Italy), South America (Argentina, Brazil) and Asia (China, Taiwan) having total of 12 thousand stores. Africa and Middle East are covered by franchising stores or through partnerships. The biggest revenue generating ma...
BiG Macro Research’s Multi-Asset Report translates our macroeconomic outlook in a concrete positioning in financial markets, covering four major asset classes: stocks, bonds, cash and commodities. The document comprises five sections: Front page summarising vital macro themes and strategic asset class views; Our proposed asset allocation map, outlining different portfolios according to three different risk appetite profiles (defensive, moderate and dynamic). A summary of absolute tot...
