Skip to content
AlphaValue Blog

AlphaValue Blog

Menu
  • Home
  • Activists
  • Research
  • ESG
  • Stocks to Watch
  • Under Fire
  • Contact

Author: Manuel Brossard

Posted on28 March 202228 March 2022Under Fire

Generali: a farce

by Manuel Brossard

Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took place in Milan, gathering the so-called “Finance community” to promote to…

Read More
Posted on21 March 202222 March 2022Research

Two instances where independent research makes the difference

by Manuel Brossard

It is a fact that subscription-based research delivers a service where brokers capitulate. Consider 2 examples: VEOLIA: August 2020 Veola launches its bid on Suez.…

Read More
Posted on17 March 202217 March 2022Research

The hidden cost of cross-subsidized equity research

by Manuel Brossard

The MifidII directive, which came into force at the beginning of 2018, aims to reduce conflicts of interest between investors and research providers through greater…

Read More
Posted on9 March 20229 March 2022Stocks to Watch

A new role for RWE

by Manuel Brossard

Among utilities, RWE is the winner of the radical changes in the energy markets implied by the war in Ukraine. While we do not estimate…

Read More
Posted on8 March 20228 March 2022Stocks to Watch

War dividends (40 names)

by Manuel Brossard

Valuation wise is worried and has been exploring various avenues to protect what can be when one mad man will not entertain a discussion. That…

Read More
Posted on10 February 202210 February 2022Research

Banks and/or Oils?

by Manuel Brossard

Banks have been very kind to investors with a ytd gain of 13.5% (39 banks covered by AlphaValue) when the Stoxx600 is down 4.6%. The…

Read More
Posted on26 January 202226 January 2022ESG

ESG is a short

by Manuel Brossard

The FT mentions that hedge funds have seen an opportunity in the crowed trades that ESG investment represents. Go short such inflated trades. About time, we would…

Read More
Posted on24 January 202224 January 2022ESG

Wages peak (a lot)

by Manuel Brossard

Looking at the average compensation of the 468 European corporates and their trend does speak a lot about a business model and occasionally raises the…

Read More
Posted on18 January 202218 January 2022ESG

Energy crisis turning systemic?

by Manuel Brossard

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…

Read More
Posted on13 January 2022Research

TSMC announces record Capex

by Manuel Brossard

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…

Read More

Posts navigation

Page 1 Page 2 … Page 26 Next Page

About

Founded in 2007, AlphaValue is the world's leading provider of Independent European Equity and Credit Research. We provide comprehensive, unconflicted research-only: no execution, no corporate finance. Learn more

Receive new posts

Check your inbox or spam folder to confirm your subscription.

Catégories

  • Activists
  • ESG
  • Other
  • Research
  • Stocks to Watch
  • Uncategorized
  • Under Fire
Copyright 2022 – AlphaValue
Amphibious Theme by TemplatePocket ⋅ Powered by WordPress