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SARRIA - European HY and Special Situations
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Aston Martin - comment

Aston Martin remains vulnerable to further shocks in the US, but we expect the risks to be receding for now. The potential impact on the US economy (37% of sales) is also a possible headwind, but one that is falling.

https://www.fitchratings.com/research/corporate-finance/aston-martin-remains-vulnerable-to-global-risks-even-as-tariffs-ease-02-06-2025

Aengus McMahon3 June 2025ASTON MARTIN
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Ocado - comment

Aengus McMahon4 June 2025OCADO
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Morrisons - comment

Aengus McMahon3 June 2025MORRISONS
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