In light of ongoing macro developments, we will be hosting a discussion on how we plan to rotate our book and position ourselves from here on out.
You are warmly invited to join us tomorrow, 8th April at 2:30 pm UK time | 10:00 am EST.
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Opening retail stores to capture more of the margin on shoes is logical. Nevertheless, virtually all of Birkenstock’s production is in
Read MoreAs tariffs continue to influence market dynamics, we've taken a comprehensive look across our coverage to highlight the names most likely to be affected. For full transparency, we've also included those that remain unaffected—it's just as important to understand where the impact isn't being felt.
The idea here is
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S&P view the reasonably generous offer to the SUNs as a distressed exchange and have lowered their rating to CCC-. We do not foresee
Read MoreThere are press reports that the company has hired Barclay’s to sell its Nordic business. The valuation of €730m that is circulating is
Read MoreThe deal is done. The New Bonds, amounting to only £280m and soon to be paid down to £275m, are to receive 9.874% coupon and will
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Graanul released its FY24 annual report yesterday but most of the numbers were already in its non-deal roadshow presentation in February. Despite
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OHLA has denied having a cash crisis. This makes more sense to us, given the liquidity available to the company at the time o
Read MoreThe price drops at ASDA are impacting the top line, but volumes will take time to rise. The figures are likely to be similar over the next
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Cerba Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Cerba page.
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Antolin Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Antolin page.
Read MorePress reports indicate that Brookfield is seeking to reinitiate discussions with the Grifols family about taking the Company private. As a reminder, Grifols board turned
Read MoreIf OHLA is out of cash, then how has this happened? The December restructuring left the company with nearly €100m in cash, so something is very
Read MoreThe auditors will want clarity on the future before agreeing to the Going Concern wording. With progress on the restructuring,
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