Supply constraints along the intricate energy system have caused a surge in European electricity and gas prices. Several energy-intensive companies have started to respond to…
Iron ore markets have (again) come under immense pressure over the past few days. As a result, the highly-rewarding diversified miners have witnessed a sell-off.…
We looked back at our many and hitherto futile warning flags about the extended exposure of European Luxury stocks to China as they are facing the diktats…
Beijing has started to put pressure on entertainment and public media industries to eliminate the negative impact of “unpatriotic”, “unethical” and ostentatious wealthy public personalities…
The luxury industry, including LVMH, experienced its biggest decline since the pandemic in the third week of August. The Chinese market accounts for more than a third…
We are initiating coverage of Bankinter which is the Spain’s sixth-largest bank. It was founded in 1965 as an industrial bank through a joint venture…
We initiate coverage of Hellofresh, the global leader in the growing meal-kit market, with a Buy recommendation and 24% upside. Not everyone was negatively affected…
The Chinese Communist Party’s celebration of its first century in power was a perfectly oiled and impressive affair. While there was no fresh agenda released…
Crude oil prices are at a two-year high thanks to an improving demand outlook and a disciplined OPEC+. Furthermore, Iran’s long-awaited return is being delayed,…
The unprecedented pandemic definitely turned majors into stronger firms and mid-weights into weaker ones. L’Oréal jointly with French luxury stocks (encapsulated under the Khôl* moniker by AlphaValue) have become…