Please find below links to in-depth analyses that I’ve done on listed equities.
Abrdn (ABDN LN) – Disemvowelled? (15 October 2022)
Aviva (AV/ LN) – The insurance policy (24 October 2021)
Bank of Cyprus (BOCH LN) – Blue skies ahead? (25 August 2021)
BHP (BHP LN) – Material repositioning (8 January 2022)
BT (BT/A LN) – A value stock transitioning into a growth stock (8 August 2021)
CRH (CRH ID) – The building blocks of value (26 June 2022)
Daniel Thwaites (THW PZ) – A most hospitable investment (12 July 2021)
Eastern European Property Fund (EEP LN) – Turkish delight? (13 August 2022)
Greencoat Renewables (GRP ID) – Turning green into gold (6 November 2022)
GSK (GSK LN) – A prescription for growth? (8 January 2023)
Haleon (HLN LN) – A Haleon Cure (7 July 2022)
Hammerson (HMSO LN) – After the hammer blow (17 October 2021)
Harbour Energy (HBR LN) – A safe harbour? (10 October 2021)
IAG (IAG LN) – Ready for take-off? (31 October 2021)
ICG (IR5B ID) – Plain Sailing (13 November 2021)
Lloyds Banking Group (LLOY LN) – The Compounder (16 September 2021)
Marks & Spencer (MKS LN) – This is not just… (14 May 2021)
Origin Enterprises (OGN ID) – Green Shoots (14 August 2021)
Palace Capital (PCA LN) – An investment fit for a king? (11 June 2021)
Peel Hotels (PHO LN) – Check in before they check out? (8 December 2021)
Piraeus Port Authority (PPA GA) – The Gateway (22 November 2021)
Prosus (PRX NA) – Buy one, get lots for free (14 April 2024)
PRS REIT (PRSR) – Safe as houses? (1 January 2022)
Reckitt (RKT LN) – The power of brands (13 May 2023)
Rheinmetall (RHM GY) – Defence, not defensive (19 December 2022)
Royal Mail Group (RMG LN) – Delivering returns (22 January 2022)
Ryanair (RYA ID) – The Gamechanger (20 March 2022)
SPDI (SPDI LN) – Bull, base or bear? (13 August 2022)
Smith + Nephew (SN/) – It’s hip to be square (1 January 2022)
STV (STVG LN) – You’ve got to see this (19 April 2022)
Theodosian Capital 