In the stakeholders’ battle for supremacy, shareholders lose out when it comes to the airline industry. Will 2023 be a great year for the industry then?
Wise is a strong performer in our fintech equity research universe. Wise wants to drive the cost of remittances and cross-border transactions to zero, granting a strong pricing advantage vs. competitors plus, a strong barrier to entry. But how can Wise do so, profitably, when most of its peers can not?
Given the sudden surge in the popularity of green hydrogen Alphavalue has initiated research on ITM Power and now, Nel.
The current boom cycle in oil and gas has unbelievably benefited the companies in AlphaValue’s Oils equity research coverage. Integrated Oils have particularly been the…
Let’s look at Teleperformance, a french company providing companies and administrations with expert solutions in customer care (requests for information, subscriptions and signing-up,…), technical support…
What gives Aalberts such good upside potential and why doesn’t it get wider recognition?
Did you ever expect a nursing home company to be plagued by a scandal? Operating in the field of healthcare and care homes for the elderly, ORPEA is no stranger to scandals. But, is there hope after the latest scandal?
When we initiated coverage of En+ in early 2022, there were legacy risks associated with Russia’s political differences vs. the West. Still, the potential of its aluminium (via Rusal) and energy assets seemed to overshadow the underlying risk factors. But, what is the situation now?
Imerys is a world-leading speciality minerals supplier company with large exposure to the construction (30%), consumer goods (21%), iron & steel (16%), auto (13%), and…
Stocks with positive share price momentum are few and far between and this proportion has been slipping as the year has unfolded. So, who are these ‘winners to date’?