Paris-listed SBM owns swathes of Monaco. With capital flowing back to Old Europe, both the Principality and its largest company are thriving.
SBM – capital flight triggers another all-time high
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Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
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SBM – capital flight triggers another all-time high
Paris-listed SBM owns swathes of Monaco. With capital flowing back to Old Europe, both the Principality and its largest company are thriving.
OHB – how the “secret” German SpaceX made 15x
Germany’s OHB SE is a space economy success story. Investors have benefited handsomely, too. The upcoming SpaceX IPO has propelled OHB stock into orbit.
Swissquote – the online bank worth knowing
Zurich-listed Swissquote Group provides services that many internationally minded investors may find useful. Its stock is also worth watching.
Solidcore – good for yet another 3x?
Solidcore, the Kazakh rump of former Russian miner Polymetal, is already up 3x. A re-listing in London or Hong Kong could provide further upside.
Andersen Group – a beneficiary of bureaucracy and box-ticking culture
Taxes, compliance and regulations only ever increase. Andersen Group is making a mint from helping wealthy clients navigate this growing burden.
Raiffeisen Bank International – the Ukraine proxy still on sale
Austria’s Raiffeisen Bank International is up 200%. It remains one of the smartest (and cheapest) proxies for investing in the CEE region, including Ukraine.
Camellia – modernising a “secret” agriculture company
London-listed Camellia PLC long seemed like a relic from bygone times, but it has recently updated its capital allocation strategy. Does a short-term catalyst beckon?
Switzerland – Europe’s overlooked activist opportunity
Japan is currently being hyped as a target-rich destination for activist investors – but Switzerland may deserve just as much attention.
Ukraine – invest now rather than later
Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?
Ukrainian agriculture stocks – the world’s ultimate land bargain?
Ukraine is famed for its “black soil” and long known as the breadbasket of Europe. But does its agriculture sector still hide overlooked investment opportunities?
GPW – the changing fortunes of the Warsaw Stock Exchange
Poland has become an economic powerhouse, and the Warsaw Stock Exchange – a listed company itself – is finally taking off.
Uzbekistan is gathering pace – what to look at now
Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?
