Archive - Sweet Stocks

Sweet Stocks – termination of coverage

(due to analyst departure)

Mar 13 •

December 2024

M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield

(2413.T, $6.8bn market cap, $58m ADVT, 60% free float)

Dec 3, 2024 •

November 2024

October 2024

Robert Half and the recruiters – hired or fired?

(RHI, $6.9bn market cap, $88m ADVT, 97% free float)

Oct 7, 2024 •

September 2024

UPDATE: Web Travel Group and Webjet Group post demerger

(WEB.AX, USD2.0bn market cap, USD8m ADVT and WJL.AX, USD272m market cap, future liquidity unknown)

Sep 30, 2024 •

Borregaard – an economic castle protected by an unbreachable moat

(BRG.OL, $1.8bn market cap, $1.0m ADVT, 100% free float)

Sep 24, 2024 •

Watches of Switzerland – time for the US

(WOSG.LN, $1.2bn market cap, $2.6m ADVT, 96% free float)

Sep 16, 2024 •

DSV – the Wise forwarder

(DSV.CO, $38bn market cap, $50m ADVT, 81% free float)

Sep 9, 2024 •

NCAB – a near-shoring picks and shovels play

(NCAB.ST, $1.4bn market cap, $0.9m ADVT, 94% free float)

Sep 2, 2024 •

August 2024

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