Do not be "freightened" by Red Sea disruption - still an appealing margin improvement story
Whereas we expect solid Q4 numbers that should enable Groupe SEB to deliver its sales and ORfA outlook, investor attention has already shifted towards the company's FY24 ORfA target of "close to 10%", mainly driven by lower input costs, positive operating leverage and the channel-mix (higher share
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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