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Category: Activists

Posted on3 August 20183 August 2018Activists

Bolloré hidden behind the Vivendi cloak

by Research Team

Bolloré SA is probably the most complicated company we track, accounting-wise. Under family control through a chain of holding companies (see Worth Knowing section in…

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Posted on28 March 2018Activists

Saint-Gobain / Sika : The case for a Pac-Man style offensive

by Felix Brunotte

It is clear that Sika is a better firm than Saint-Gobain (SGO). The invisible hand has been saying so ever since SGO tried in December…

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Posted on26 March 2018Activists

The conflict with Iberdrola has just started!

by Research Team

The AGM of Siemens Gamesa on Friday lasted only two hours. The major shareholder Iberdrola with a stake of 8% tried to strengthen the minority…

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Posted on25 January 201826 January 2018Activists

Decoding Anil Agarwal’s mission ‘Anglo American’

by Varun Sikka

In 2017, Anil Agarwal (Vedanta Resources’ Chairman) via his family trust, Volcan Investments (Vedanta’s largest shareholder – c.69% stake), acquired a 19.4% stake in Anglo…

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Founded in 2007, AlphaValue is the world’s leading provider of Independent European Equity and Credit Research. We provide comprehensive, unconflicted research-only (no execution, no corporate finance) coverage of c. 480 European mid and large cap stocks. We have an average of 46% of negative recommendations at any one time. Learn more at www.alphavalue.com

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