On January 14th, another shutdown of one of EDF’s nuke power plants combined with chilling threats from Russia as Ukraine talks with the US and…
TSMC has published strong Q4-21 results, with growth in all reported endmarkets and especially in High Power Computing and Automotive. Both segments are expected to…
Carrefour has become flavour of the season as M&A news is recurring for this French grocer. News reports state that Auchan is preparing a fresh…
At AlphaValue, we are proud to promote a traditional equity analysts-based review of sustainability factors which is inclusive of all the 465 stocks currently under coverage. There…
Every analyst worth his salt will claim to her/his independence of opinion. The issue is that 95% of sell-side research is supplied by … conflicted…
Carbon Capture & Storage (CCS) technologies divert CO2 and store it underground, avoiding its release into the atmosphere. It is a key tool in reaching…
Oils gained nearly 5% last week in a context of weaker Brent prices. So much for the correlation between the oily stuff and oil groups. More…
In an IT services sector up +15% ytd, Atos managed to lose 50% ytd where Capgemini gained +61% ytd. The Atos share price is currently trading under €40/share which…
In our latest sector study on the banking sector entitled “Navigating the energy transition period”, we elaborate on the sector and stocks’ likely behaviour should…
What has been learnt from COVID-19 waves 1 to 5 has been replicated last Friday with Telcos hardly avoiding a negative performance while transport /…