"Casino remains on track to continue selling non-core assets such as Green Yellow and Assai to reduce its debt burden. With the proceeds, Casino will continue to buy back bonds as it did a month a go by doing a tender at par on the 2023 bonds," said Ion-Marc Valahu, fund manager at Geneva-based firm [...]
CLAIRINVEST COSMOPOLITAN GLOBAL MARKET UPDATE AUGUST 31th, 2022 Macroeconomics standpoint: Corporate insiders: are selling at a multiple of 2.3 (selling relative to buying). That is the most since January and a pretty good indicator to be cautious on equities. Inflation: the world is experiencing the worst inflation in 40 years [...]
ClairInvest fund manager Ion-Marc Valahu, who sold his TotalEnergies' shares in June after a rally in the stock, said the second quarter figures were not enough to encourage him to buy back into the stock. "Blowout numbers on all segments as expected given the energy situation. I have sold my position in June given the [...]
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Les messages de la Fed pointent tous sur l’inflation 17.02.2022 En ce début d’année 2022, la FED est venue confirmer que la fête est définitivement terminée: les tombereaux de liquidités déversés depuis des années et dont les marchés se sont gavés, vont irrémédiablement se tarir, et même plus vite que prévu. Car l’inflation est là [...]
Sanofi ditches mRNA COVID-19 vaccine after rivals' success "The decision to end RNA looks to be interpreted as positive since they will save development costs and concentrate on other products and ventures," said Ion-Marc Valahu, a fund manager at Geneva-based investment firm Clairinvest. Sept. 28 (National Post) -- PARIS - Sanofi is dropping plans [...]
