Sisecam - Recovery and Restructuring with Risks to the Upside

Sisecam - Recovery and Restructuring with Risks to the Upside

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

GEM Strategy - symbols undermining equity values all across Balkans

GEM Strategy - symbols undermining equity values all across Balkans

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.

Read More