Equity Research Monitor
The latest in enterprise and strategic research are at your fingertips below, summarized in Gaussian's research monitor.
Exposure to both enterprises and households makes glass manufacturing all the more attractive for investors looking to position for recovery in demand. With its diversified client base and margin accretive restructuring project underway, Sisecam should top the list of glassmakers set to benefit from the turnaround.
Read More Sisecam, Europe’s largest glass manufacturer, is about to complete the ground work to consolidate its divisions under one umbrella/one brand. The project will delist four subsidiaries whose shares are publicly listed.
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The treatment of intellectual property, corporate identity, brands and other enterprise intangibles is fairly relaxed in the countries which collectively make up the region we call Emerging Europe. The rather careless attitude towards or lack of interest in intangible assets undermines equity values particularly in Greece, Turkey, Russia, and the Balkans.
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