Total-Retour aux actionnaires et bas coûts justifieraient un rebond - Reuters News 04-Apr-2018 18:00 "Le secteur ne suit pas du tout l'évolution des prix du pétrole, c'est à croire que tout le monde pense que ça ne peut pas durer et que les cours ne peuvent pas tenir à des niveaux aussi hauts", estime Ion-Marc [...]
What's Behind The Energy Stock Selloff? “The numbers were good. In Total’s case, they’ve got enough cash to increase capex and do a share buyback, so it all looks reasonably positive,” said Clairinvest fund manager Ion-Marc Valahu Energy stocks have sold off over the past week, pulled down by both the broader financial turmoil [...]
Swatch, Defensives Help Swiss Stocks Rise Amid Global Selloff 2018-01-30 10:37:15.836 GMT By Blaise Robinson (Bloomberg) -- Swiss benchmark SMI gains as much as 0.5%, outperforming a 0.5% drop in Stoxx Europe 600 and amid global equity pullback, as Swatch gains 3% following strong results while peer Richemont gains 1.8% * “Swatch results show a [...]
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Ion-Marc Valahu responds to Banco magazine as part of a special report Hedge Funds : "What positioning for the future". Access the full article by clicking on the photo below.
Mustier’s Run at UniCredit Hits Bump in ECB Review of Loan Sale 2017-11-01 13:14:21.372 GMT "He tied his name to the deal and he’s the CEO and obviously liable," said Ion-Marc Valahu, the co-founder and a money manager at Clairinvest in Geneva, which holds UniCredit shares. "But the ECB is nitpicking here. The loans [...]
