Casino survives the Bear trap, yet again!
Casino’s parent Rallye has announced the commencement of a debt re-profiling process under the protection of French courts. Casino is not included in this process (there is no cross default…
Vodafone: Is the dividend cut a buy signal?
Vodafone has released its annual results. Although there was not much new on the operational side, the dividend was cut to €0.09, as was unfortunately expected (but it was probably…
Amundi can pay the high price…
In the frame of formal talks between Commerzbank and Deutsche Bank, DWS might potentially be sold. DWS’s share price was up 10% yesterday on rumours that Allianz is interested in…
Vallourec: Walking dead or Phoenix
After three disastrous years (FY15-17) and a rather disappointing FY18, shoots of life seem to be visible at last. Before jumping in, there are quite a few ifs: restored management…
Shorts reviewed
We looked at the largest short positions on stocks currently covered by AlphaValue and wondered to what extent we would agree. Here is the list as captured from European exchanges,…
Partner Re should tie the knot with Scor anyway
Scor needs scale. Internal discussions led to the obvious conclusion that Partner Re (100% owned by Exor) would be an ideal short-cut to size. This information was made public after…
Oslo Børs: Euronext still in a position of strength
Nasdaq AB (indirect subsidiary of Nasdaq Inc.) announced this morning it will make a public offer to acquire all of the issued shares of Oslo Bors VPS (OBV). The price…
CIB is dead, longlive commercial banking
JP Mustier (Unicredit) held a short conference about “the future of banking in Europe” organised by the Centre of Financial Professions. He did not draw a rosy portrait of this…
EDF is more than a commodity call option
EDF is a complex story one could resume as a commodity call option in a sea of regulatory, technical and political uncertainties. The share price spent last year outperforming the…
Time for Nissan to bid for Renault ?
Governance matters, more than ever and it has long been an issue at Renault. When a company, or in this instance a group of companies, is dominated by one individual,…
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