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Givaudan SA (GVDBF) Q4 2020 Earnings Conference Call January 29, 2021, 09:00 AM ET Company Participants Gilles Andrier - CEO Tom Hallam - CFO Conference Call Participants Celine Pannuti - JP Morgan Matthew Yates - Bank of America Jean-Philippe Bertschy - Vontobel James Targett - Berenberg Cha...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...
As a consequence of the accounting scandal of Wirecard ( WRCDF ), the company will be kicked out of the DAX-30, in which the 30 biggest public companies in Germany are listed. Obviously, Delivery Hero ( DHERO ) will replace Wirecard as one of the 30 companies listed in the DAX, but Symrise ( S...
Investment Thesis It is quite exciting to find a niche market with several secular tailwinds and top players' rational behavior. In my opinion, Flavors & Fragrances (F&F) is such a type of niche industry. Top 4 players consist of more than half of the market share with trends of co...
Givaudan SA (GVDBF) Q2 2020 Earnings Conference Call July 21, 2020, 09:00 AM ET Company Participants Gilles Andrier - Chief Executive Officer Tom Hallam - Chief Financial Officer Conference Call Participants Celine Pannuti - JPM Heidi Vesterinen - Exane Paribas Patrick Ra...
The following slide deck was published by Givaudan SA in conjunction with their 2020 Q2 earnings Read more ...
Source : ClearBridge Investments Editor's Note : The summary bullets for this article were chosen by Read more ...
Thesis summary I believe that Lonza (LZAGF) is a great business that is underappreciated by the market due to its high business complexity, but strong growth should continue on the back of synergies, several global megatrends, and focus on the company's healthcare continuum. Also, the comp...
This article first appeared on Advisor Perspectives . When people say that an entrant is disruptive in an industry, what they really mean is that customers are adopting that new way. At Amazon, we've had a lot of inventions that we were very excited about, and customers didn't care at all....
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