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Category: Activists

Posted on19 January 202119 January 2021Activists

Stakeholding vs Shareholding means 71% of France out of reach

by Research Team

Since last March, AlphaValue has made the case that the pandemic was opening the door to a rebalancing of stakeholders’ say in corporate life at…

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Posted on10 November 202010 November 2020Activists

URW: No recap, what impact?

by Research Team

In a late press release, URW announced that management’s Reset Plan didn’t reach the two-thirds required majority. The recap failed. The three dissident candidates jumped…

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Posted on23 April 202023 April 2020Activists

French governance farce

by Research Team

We thought that French ‘capitalisme de copains’ would be part of an exotic past. The farce that a last-minute support to Arnaud Lagardère, a failed…

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Posted on7 April 20207 April 2020Activists

Amber Capital in electoral campaign against Lagardère

by Research Team

Joseph Oughourlian, founder of Amber Capital and Olivier Fortesa, Managing Partner, held a meeting this morning in order to explain a number of major requests…

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Posted on1 April 20201 April 2020Activists

Scor is still a long, long call

by Research Team

As expected, CIAM, an active investor, has renewed pressure on Scor via a new letter published last Friday. The activist fund criticised the remuneration policy…

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Posted on23 October 201923 October 2019Activists

Shareholding staff, an oxymoron

by Research Team

Every now and then we like to twist the neck of that most fashionable idea that shareholding staff is the future, as the romantic result…

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Posted on14 October 201914 October 2019Activists

Generali, Mediobanca, Bolloré, now del Vecchio

by Research Team

After the recent €580m investment made by the Italian veteran entrepreneur Leonardo Del Vecchio in Mediobanca, speculation about the capital of Generali has re-surfaced. As…

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Posted on30 September 201930 September 2019Activists

Scor vs. CIAM, no signs of pressures letting up

by Research Team

Yet again, CIAM has hit out against the governance quality of Scor and urged the Board members to protect the interest of its shareholders from…

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Posted on6 September 20196 September 2019Activists

Cevian’s rough patch continues….

by Research Team

In May, we had a look at Cevian’s exposure to European equities and the dismal performance of its key holdings, at least those which are…

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Posted on29 May 201929 May 2019Activists

Exor: the best way to play the FCA Renault merger?

by Research Team

FCA has unveiled a proposal for an all-share merger with Groupe Renault. The ‘transformative’ deal, which would see both FCA and Renault owning 50% of…

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About us

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) coverage of c. 480 European mid and large cap stocks. We have an average of 46% of negative recommendations at any one time. Learn more at www.alphavalue.com

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Recent Posts

  • Danone still has a long way to go 6 April 2021
  • Brace, brace: China is upset 26 March 2021
  • Alphavalue makes Sustainability & ESG company scores free 23 March 2021
  • Good governance, at your 2021 cost 18 March 2021
  • EU’s herd immunity bottlenecks 2.0 16 March 2021
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