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SARRIA - European HY and Special Situations
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ASDA - comment

The job cuts are mainly contractors hired for the IT project that is now ending. This is more natural waste than cost cuts. Separating ASDA from Walmart’s systems has had snags, but for a project of this scale, there were always going to be glitches.

https://www.retailgazette.co.uk/blog/2025/03/asda-job-cuts-it-upgrade/

Buy Side, Sell SideAengus McMahon13 March 2025ASDA
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OHLA - comment

Buy Side, Sell SideAengus McMahon13 March 2025OHLA
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Maxeda - Of Fundamentals, Valuations, Recaps, A&E/LMEs and Dividends

Buy SideWolfgang Felix12 March 2025MAXEDA
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