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 /…
Monies invested in Green stories have been out of wind in 2021. The ugly guys of a carbonated economy are doing just fine by contrast.…
AlphaValue is against the idea that the stock market will find in the green growth a new fuel to its rise. The optimism of a…
Inflation ‘Transitionists’, of whom we are one as far as the raging debate about inflation goes, are stumbling under the repeated blows from price hikes…
Bolloré could be looking to exit its long-standing logistics activities in Africa according to French media. Although the company has not commented on the matter…
In February 2019, we teased about Veolia’s need for fresh impetus. They delivered. The deal with Suez, initiated in August 2020 and finalised in April 2021, is a game-changer…
H2 stands for Hydrogen Hyped. So we think with an eye on the hard law of thermodynamics, which means that turning power into H2 and…
Generali and Italy’s most powerful business empires are throwing themselves into a bloody battle over Italy’s biggest insurer CEO’s head. Considering the timing, there is…
Jay Powell’s talk of an earlier than planned rate tightening pleased European banks. While they were not in a great shape the week before, they…