At your convenience!
Applegreen’s convenience retail proposition is a unique differentiator versus peers. It has facilitated rapid site growth in a consolidating forecourt market, delivering 15% EBIT CAGR in...
Consolidator for the players
Outsourcing within the US$100bn-plus video game industry is growing. Developers are increasingly turning to outsourcing partners to achieve faster content delivery, driven by the pace...
A unique life sciences opportunity
Since its IPO in 2015, Malin has made significant progress in executing its strategy. It has allocated €372.5m across 18 portfolio companies, offering investors diversification of...
US field trip: North American growth platform bearing fruit
The emergence of a North American growth platform provides a compelling opportunity for Total Produce and a unique point of difference to its equity story. With high quality anchor...
Compelling valuation and cash returns story; upgrade to ‘Outperform’
We are upgrading Kingfisher to ‘Outperform’. The recent slide in the share price reflects the operational challenges facing the business and a lack of belief in the ONE Kingfisher...
Progress remains unfairly overlooked
Over the past few years, Bank of Ireland (BOI) has transformed its solvency position, building CET1 capital while reducing non-performing loans. It is now transforming its operating...
The Amazon(s) of travel?
In this report we examine how Europe’s main low-cost carriers (LCCs) are utilising digital technologies to leverage and enhance customer relationships. We have held extensive discussions...
The only way is up! Global markets climb for 11th consecutive month
The rise of global equities continued with the MSCI AC world index enjoying its 11th consecutive monthly gain. It has risen 16.5% over that time frame. The global benchmark added a...
Modest giveaway Budget ahead of Brexit uncertainty
Today’s Budget was broadly as expected. The government unveiled €1.2bn of spending rises and tax cuts, albeit financed by additional revenue-raising measures – notably a higher 6%...
Gauging Ireland’s housing demand/supply imbalance
Our new analysis of housing demand and supply in Ireland reveals an even larger imbalance than we first thought. Government policy seems focused on boosting supply by helping...