While Pizza Hut China performance does not translate one for one into Pizza Express International performance, the continued low
Read MoreIt's more a confirmation than any news.
The sale of Matthew Walker Christmas Puddings concluded over the weekend.
As stated before we view this sale for
Read MoreAs per analysis, SGL are seeing their CFM business deteriorate on Textile Fibres and Industrial Applications. Interestingly, the company points out that
Read MoreAs expected, SGL are seeing their CFM business deteriorate on Textile Fibres and Industrial Applications. Interestingly, the company
Read MoreAs previously discussed, the deal remains positive for the short dated bonds, negative for the long dated bonds and broadly
Read MoreProgress in process, but not in substance. Winners / Losers / Pros / Cons / Detail / Motives / Implications on liquidity / Thoughts:
Winners:
Read MoreWe have noticed that Codere is being pushed on the basis of maintenance CapEx being E80m, which the company has been guiding to. This does not
Read MoreCasino last night reported Q3 sales numbers in line with model. The only interesting piece from the call was a throw away comment from the management that majority of
Read MoreWe have exited our position in the 21s at 102. The bonds have traded up significantly (above par) since we bought in and we are looking for
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