Merrion Q3 Investment Strategy and Stock Picks

14 Jul 15
July 7, 2015 Equities continue to offer the best risk-adjusted returns compared to most other asset classes. However, equity market performance remains tied to the continuation of stimulative measures being implemented ...

DCC – Further year of significant growth expected despite short term IT headwinds

14 Jul 15
July 17, 2015 DCC has released a trading update for the company’s fiscal first quarter this morning noting that the group as a whole continues to trade in line with management’s ...

Economics – ECB raised Greed bank funding as Europe backs new loan

14 Jul 15
July 17, 2015 The European Central Bank raised its emergency funding for Greek banks slightly on Thursday in a step to help banks partially reopen after Eurozone governments agreed in principle ...

Research: Merrion morning comment: Total Produce

20 May 15
Total Produce, €1.11 Guidance tweaked to high end of the range following strong trading Total Produce has released a short, but positive trading statement this morning. The company has had a ...

C&C – Acquisition of further stake in Wallaces Express

18 Mar 14
C&C announced this morning that the company is to purchase 50% of the shares in Wallaces express that the company does not already own, having acquired a 50% stake in the ...

Economics – NTMA back with a bang

14 Mar 14
Ireland made a successful return to regular bond auctions on Thursday, selling €1bn of 10-year paper in its first such tender since their suspension three and a half years ago ahead ...

Economics – Irish headline inflation rate turns negative in February

14 Mar 14
Irish consumer prices were up 0.5% in the month in February, giving a headline annual inflation rate of -0.1%, its first negative reading since July 2010. Meanwhile, the HICP rate, the ...

Economics – Ireland posts record current account surplus of almost e11bn in 2013

14 Mar 14
Ireland had a large current account surplus on the Balance of Payments of €3,330m in the fourth quarter of 2013, up from the surplus of €2,895m in the same period of ...

Economics – Irish GDP down 0.3% for 2013 as a whole, but GNP up 3.4%

14 Mar 14
Preliminary estimates from the Central Statistics Office (CSO) published yesterday indicated that Irish GDP decreased by 0.3% in volume terms in 2013. However, for the second successive year, GNP showed an ...

Allied Irish Banks – Phoenix rising from the ashes

13 Mar 14
Allied Irish Banks – Phoenix rising from the ashes Further progress in the bank’s rehabilitation: Post the release of Allied Irish Banks (AIB) results last week, we update our forecast but ...