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Silvia Cuneo

Silvia Cuneo

Research Analyst at Deutsche Bank Ag\

Milan, IT

Silvia Cuneo is an Equity Research Analyst at Deutsche Bank specializing in European communication services and publishing sectors, with coverage including companies such as Pearson, Just Eat Takeaway.com, Delivery Hero, and Schibsted. Across platforms like TipRanks and StockAnalysis, she has issued several recommendations, achieving a success rate of around 53% and an average return per transaction of approximately 11.2%, although some sources cite a lower return, indicating mixed performance metrics. Cuneo has been active in equity research at Deutsche Bank since at least 2021 and participates in earnings calls for major sector companies; prior work before Deutsche Bank is not widely documented. Professional credentials and securities licenses are not explicitly detailed in available public sources.

Silvia Cuneo's questions to WOLTERS KLUWER N V /FI (WTKWY) leadership

Question · Q2 2023

Silvia Cunio from Deutsche Bank inquired about the future growth and margin potential for the new Corporate Performance & ESG segment and asked for more color on subscription renewal trends, particularly in the U.S.

Answer

CFO Kevin Entricken stated that the CP & ESG division is currently in an investment mode but is expected to see margin improvement this year and achieve above-group-average margins long-term as its software businesses scale. CEO Nancy McKinstry added that subscription retention remains very high globally, with rates rising into the 90s as customers transition to Expert Solutions, which bodes well for the future.

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Silvia Cuneo's questions to Just Eat Takeaway.com (TKAYF) leadership

Question · FY 2022

Silvia Cuneo from Deutsche Bank inquired about the contribution of the grocery business to the overall mix in 2022 and its expected ramp-up in 2023.

Answer

CCO Andrew Kenny characterized 2022 as a foundational year for grocery, focused on building partnerships and enhancing the user experience. While consumer metrics are encouraging, he noted it will take time for the category to become a meaningful part of the business, and therefore specific contribution figures are not yet being disclosed.

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Question · Q4 2021

Silvia Cuneo from Deutsche Bank AG asked for an update on the grocery and convenience business, including potential order contribution and investment levels for 2022, following recent partnership announcements.

Answer

CEO Jitse Groen stated the goal is to run the grocery business profitably as an extension of the existing delivery network. COO Jörg Gerbig provided details on major partnerships like 7-Eleven in the U.S. and Asda/Tesco in the U.K., as well as a dark store rollout in Canada. He noted the preferred model in Europe is partnerships, but they may selectively open their own stores.

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