Societe Generale‘s CEO Frederic Oudea did not impress the markets with his 2020 strategic plan. Shares only gained 0.3% on Nov 28. Continuer la lecture de « Societe Generale: Market Not Impressed By Strategic Plan »
Company Name : Experian Plc
Nb of shares : 924.2m
Last close : GBP15.52
Market Cap : GBP14.3 bn
Sector : Business Services (information services) Continuer la lecture de « Focus/Stock: Experian Plc »
2 useful tables from Deutsche Bank that give a view on fundamental trends and valuation ratios for several market places + a deep dive into European markets (geographies/sectors/size).
From Neal McLeod and team at UBS:
« Our base case: a benign growth and policy backdrop…
We’re forecasting global growth to stabilise at 3.8% (China to slow from 6.8% to 6.4%), the export rebound to slow somewhat, inflation to pick up modestly, the Fed to hike rates three times by end 2018 (from now), US Treasury yields to grind higher to 2.7%, Asia ex Japan currencies to be flat (in equity market cap terms) versus the USD and the Yen to weaken to 122.
Continuer la lecture de « UBS Sees MSCI Asia ex-Japan and TOPIX at 790 and 2,100 Respectively End-2018 »