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雷达卡
Table of Contents
What Can You Find in This Report? .......................................3
The State of SMid-Caps (PM Summary) .................................6
Still believing in higher highs this yr. ....................................................... 14
At the Sector Level: Focus on “Not Liked” .............................................. 24
At the Country Level: Remain UW Spain.................................................. 25
At the Stock Level: Opportunity Exists..................................................... 26
Country Screens.....................................................................27
Pan-Europe .................................................................................................. 30
Nordics ......................................................................................................... 50
United Kingdom........................................................................................... 68
Ireland........................................................................................................... 86
Germany+Austria ...................................................................................... 100
Benelux ...................................................................................................... 118
Switzerland ................................................................................................ 136
France......................................................................................................... 154
Greece ........................................................................................................ 172
Italy ............................................................................................................. 190
Iberia........................................................................................................... 208
The SMid Frontier .................................................................232
The Golden Geese..................................................................................... 233
The Halibut Stocks.................................................................................... 237
Sequoia Stocks.......................................................................................... 242
The Minters ................................................................................................ 246
The Roadsters ........................................................................................... 249
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