5 Write-ups Worth Your Time






Kerrisdale´s Bull Case for Aixtron: "We think demand and revenue will begin to surge within 18 months, the company will ultimately surpass $1 billion of annual revenue in the coming years, and the stock will fly at some point in advance of that". Sees 90% upside  (click)







Value and Opportunity likes Wise Plc. "Wise is one of the best Financial Services business models that I have seen so far. It is a platform business with a clear moat, a large addressable market and very little of typical Financial services risks"(click).







Jess at Sector Stories does a Deep Dive on the Flavours & Fragrance sector in general (click) and Givaudan in particular (click)







Bristlemoon in their recent letter review the investment cases for ASML, Google and Synopsis (click)

For information only. Prepared by KochBank – a brand of mwb fairtrade Wertpapierhandelsbank AG. This information is for marketing purposes according § 31 section 2 German securities trading law. The information is not an offer to purchase or sell any securities. Quotations, assumptions are indicative only and subject to change without notice.

This message is confidential and intended for the recipient and for the exchange of information only. Legally binding declarations are not accepted by this means of communication. If you are not the intended recipient, please contact the sender and delete the message and any attachment from your system. In this case you must not copy this message or attachment or disclose the message to any other person. The company cannot accept any liability for the accuracy or completeness of this message. This is not investment advice. Do your own research !


KochBank - a brand of mwb fairtrade
Koch Wertpapierhandels GmbH
Pestalozzistr. 15a
80469 München
Deutschland

0049 89 540485220
office@kochbank.de
www.kochbank.de
Register: HRB 260516
If you no longer wish to receive this email, you can unsubscribe free of charge here.