Are you treating yourself to some days off in a hotel at the turn of the year? Have you looked at your stay from a visitor’s perspective and been annoyed by rising prices? In our latest sector analysis, we look at hotels from an investor’s perspective....
The share prices of telecommunications providers have disappointed around the world for many years. Hefty dividends were able to alleviate some of the pain, but the industry was hardly a source of real joy. In view of more stable interest rates and modest valuations,...
It will be nice when we no longer need it. Now, however, Norwegian oil and gas are helping us to stay warm through the winter. And where it replaces coal, it also saves CO2. Food is also energy, and Norway is strong here, too. Leading fish farm companies, for example,...
German rail is not alone. Large parts of the European infrastructure are in a sorry state. There is a huge need for investment and the energy transition requires further mammoth projects of all kinds. Our latest sector study analyzes the major European heavy...
Utility versus beauty: We all need clothing, but it’s the accessories that really loosen our purse strings. This is reflected unabashedly in the stock market valuation of the companies in the sector, where beauty beats practicality by a long way. Who else is playing...
