Trump tweets daily raise the bar of the unknown, of course.
Still so far the European earnings outlook for 2018 and 2019 is very robust with Ebitda margins substantially above the peak of 11 year ago.
In the whirlwind of Trumpian shift, we provide an anchor of 11 corporates with superior business models.
- European sectors: earnings and valuation review
- Our thinking lines: Sector thinking lost in digital translation
- Stock picking: 11 intriguing business models
Our Head of Research, Pierre-Yves GAUTHIER, has published his latest strategy piece entitled “Near term: Rosy & Trumped”.
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Founded in 2007, AlphaValue has become the world’s leading provider of Independent European Equity and Credit Research. We provide comprehensive, unconflicted research-only (no execution) 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