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Chart of the day : This time is different ....
Jean-Francois Bouilly • May 16, 2022
Performance and growth....
This time is different? or not! The sharp correction of the Nasdaq market, or growth stocks in general, is not a new phenomenon. Overreactions are always possible, but our research show that fundamentals are still supportive. Our "Sales Index" is indicating that the story is still intact and continues to be attractive:
Share buyback in Europe: false start or real inflexion point?
A few remarks regarding the takeout of TOD’S by Catterton
Microsoft, Google and Visa: tidbits from the Earnings Call
Hard Luxury & key messages from the earnings call of easy jet, SAP, ASML
Japan pivoting on Growth- Kering last acquisition
New priorities at PERNOD RICARD.
W HO IS THE BOSS IN THE CASUAL LUXURY SEGMENT?
Dassault Systeme Growth Strategy
J apan: “For everything to change, ever ything need to remain the same”