update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like take profit on tencent November 2, 2018 Buy Sika (SIKA SW) below 135 for a target @ S155 June 22, 2018 we take profit in Sinopec (386 hk) and China Res. Cement (1313 hk) September 18, 2018