Opinioni

Carrefour delivered today weak results and 2017 guidance. Whereas organic growth during Q22017 and H12017 is satisfactory, profitability was strongly hit by French Hypermarkets, by Dia, by Argentina and by the digital commerce...
U-Block delivered today strong results with unchanged 2017 guidance. This should support the share price as market was pessimistic on U-Block’s ability to return to strong profitable growth and to meet its 2017 guidance...
...Dans notre dernière lettre nous vous disions que bien que pas certains que LE TOP majeur soit déjà en place, ce qui reste vrai à ce jour, le risque de rester investis sur les marches d'actions dépasse largement le rendement attendu sur un horizon de trois ans...