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 we close our long trades in Carlsberg and Sika September 3, 2018 we take profit on 1109 HK & stop 960 HK October 11, 2018 Buy world cup names (adidas, ABinbev, Carlsberg, Yandex …) June 10, 2018
