Coca Cola European Partners

  • TickerCCEP
  • ISINGB00BDCPN049
  • ExchangeLondon Stock Exchange
  • SectorBeverages
  • CountryUnited Kingdom

Analysts

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

Expert Corporate Governance Service (ECGS)

Coca-Cola European Partners - AGM 29 May 2019

Board structure There are concerns over the composition of the Board.  There is insufficient independent representation, an insufficient number of women on the Board, and directors appointed by shareholder agreement who do not stand for annual re-election. Cobega SA (through Olive Partners) owns 35.03% of the share capital and has nominated six directors to the Board, pursuant to the shareholder agreement.  Of particular concern is the Chairman Sol Daurella Comadrán, who was not considered independent on appointment to the Board as she is a representative of Olive Partners.  She is not stand...

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

Coca-Cola European Partners Plc

With a more favourable environment, COCA COLA EUR.PTNS.PLC. improves to Positive

COCA COLA EUR.PTNS.PLC. (US), a company active in the Soft Drinks industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date March 22, 2019, the closing price was USD 49.42 and its potential was estimated at USD 51.89.

Expert Corporate Governance Service (ECGS)

Coca-Cola European Partners - AGM 29 May 2019

Board structure There are concerns over the composition of the Board.  There is insufficient independent representation, an insufficient number of women on the Board, and directors appointed by shareholder agreement who do not stand for annual re-election. Cobega SA (through Olive Partners) owns 35.03% of the share capital and has nominated six directors to the Board, pursuant to the shareholder agreement.  Of particular concern is the Chairman Sol Daurella Comadrán, who was not considered independent on appointment to the Board as she is a representative of Olive Partners.  She is not stand...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

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