A week ago, we published a special report on a speciality building materials player Imerys – about how it can surf on the lithium-ion battery explosion.…
Porsche’s customers are used to choosing the finish of their 911s. With an IPO of Porsche AG profiling for the coming weeks/months, investors will have…
2022 has (so far) been brutal for MedTechs – down c.27% in market value terms vs. c.10% correction for the AV universe stocks. This is a stark underperformance for…
With a market capitalisation of €1.5bn, Indra is definitively a minnow within the European IT services sector. In comparison, the behemoth Capgemini has a market cap of €32.0bn. Indra…
Since we last teased on SGS, it seems to have lost the plot against the Stoxx 600 and AlphaValue’s TIC (Testing, Inspection, Certification) sub-sector. A portion…
Kindred, a Swedish, Malta-headquartered name within our gaming-gambling coverage has been a case of unfulfilled potential, ever since we initiated the stock about eight months…
Last time we teased about Eutelsat in late 2020, it was a satellite company with a structural decline in Video which represented over 60% of its…
Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but the army of believers has not…
The amazing Q2/H1 earnings delivery is confirmed as a top-line epiphany owing to strong pricing here and there, powerful FX positives and presumably a degree of hysteresis in client behaviour as not all have walked away from surging prices.
Continental AG is an insurance company. Its Automotive segment ensures that every carmaker can out-source their lack of costly car software know-how. But, as a…