Trading update broadly in line

18 Nov 2019

Stocks mentioned: MVF | Recommendation: Add

MVF has provided a trading update, further clarifying the impact of the exit of five referring...… Read more

CEO transition

18 Nov 2019

Stocks mentioned: SIQ | Recommendation: Hold

SIQ has announced the retirement of long-serving CEO Deven Billimoria. Tim Looi (current CFO) has...… Read more

Heading in the right direction

18 Nov 2019

Stocks mentioned: CCL | Recommendation: Hold

We attended the CCL Investor Day. Management had a sense of optimism about the future and we...… Read more

Checking in with Ferguson

18 Nov 2019

Stocks mentioned: RWC | Recommendation: Hold

In this note we aim to get a better understanding of the impact of Ferguson's move away from...… Read more
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