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SARRIA - European HY and Special Situations
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ASDA - comment

ASDA is slowly clawing back the price support that has hurt margins (for all supermarkets), but there is still a lot of sensitivity to higher prices. If ASDA can make these price rises stick and halt the volume declines of the last two quarters, this would represent progress.

 

https://uk.news.yahoo.com/anotherer-price-hike-most-expensive-081435977.html?er-price-hike-most-expensive-081435977.html?

Aengus McMahon18 November 2024ASDA
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OHLA - comment

Aengus McMahon18 November 2024OHLA
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Intrum - Update to our thoughts on the valuation

Wolfgang Felix18 November 2024INTRUM
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