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Category: Activists

Posted on29 May 201929 May 2019Activists

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

by Manuel Brossard

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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Posted on27 May 201927 May 2019Activists

Cevian’s rough patch

by Manuel Brossard

As a long-term investor with the right credentials, Cevian is big and increasingly visible in the AlphaValue European equities coverage … due to its exposure…

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Posted on14 March 2019Activists

Governance risks

by Manuel Brossard

[dropcap]T[/dropcap]he French side of the EssilorLuxottica management seems to have discovered that there is a dominant shareholder, Mr del Vecchio, who wants to exercise his…

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Posted on28 February 2019Activists

State intervention is not limited to AF-KLM

by Manuel Brossard1 Comment on State intervention is not limited to AF-KLM

The French government attempting to explain to the Dutch administration why the latter acted unfairly in daring to buy 14% of Air France-KLM is a…

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Posted on7 February 20197 February 2019Activists

Barclays: An open letter to Mr Bramson

by

We do not know each other but I am taking the liberty of writing to you to wish you all the best in your attempt…

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Posted on1 February 2019Activists

Exor with Scor?

by Manuel Brossard

Exor is one of those large family-type holding companies that does not hesitate to poke its nose in the management of its key assets. Minorities…

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Posted on6 December 2018Activists

Natixis : Time to offload the banking licence

by Manuel Brossard

Recent events lead us to bet that Natixis is considering a move to become a financial services supplier rather than a bank and go for…

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Posted on13 November 2018Activists

Can Covéa afford Scor ?

by Manuel Brossard

[dropcap]S[/dropcap]ince the announcement by Covéa ( a mutual insurer/”mutualist”) of its proposition to the board of Scor to acquire the reinsurer for €43/share, the latter…

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Posted on31 October 2018Activists

From Bolloré to Generali

by Manuel Brossard

[dropcap]T[/dropcap]he moving parts to a change of control of Generali seem about to fall in place. The trigger may well be Bolloré exiting Mediobanca. Generali…

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Posted on5 September 2018Activists

Casino: Debt pressure is surmounting

by Manuel Brossard

[dropcap]C[/dropcap]asino’s share price collapsed c.10% on Friday evening after the US short seller Muddy Waters said on Twitter that one of Casino’s subsidiaries (the finance…

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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

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