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SARRIA - European HY and Special Situations
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ASDA -comment

A new CEO would want to implement a strategy shift away from price matching with the discounters. Still, after a poor Christmas performance, the Chairman doesn’t feel he can wait to start implementing the turnaround plan he has promised. We still see a significant equity cushion under the SUNs.

www.theguardian.com/business/2025/jan/28/asda-ditches-aldi-lidl-price-match-scheme

Aengus McMahon29 January 2025ASDA
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