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Category: ESG

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…

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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…

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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…

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Posted on4 January 20224 January 2022ESG

Sustainability with a difference

by Manuel Brossard

At AlphaValue, we are proud to promote a traditional equity analysts-based review of sustainability factors which is inclusive of all the 465 stocks currently under coverage. There…

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Posted on9 December 20219 December 2021ESG

OILS’ COMEBACK (WITH ESG AND NUKE)

by Manuel Brossard

Oils gained nearly 5% last week in a context of weaker Brent prices. So much for the correlation between the oily stuff and oil groups. More…

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Posted on1 December 20211 December 2021ESG

European banks’ scope 3 estimates

by 9 Comments on European banks’ scope 3 estimates

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…

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Posted on8 November 2021ESG

Green or Black? Black

by Manuel Brossard

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.…

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Posted on29 October 202129 October 2021ESG

The green transition will bring the stock market to its knees [VIDEO]

by Manuel Brossard

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…

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Posted on14 October 202114 October 2021ESG

H2 boosted by nuke

by Manuel Brossard

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…

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Posted on29 June 202129 June 2021ESG

Polluter pays principle reloaded

by Manuel Brossard

The EU increases its commitment to the Paris agreement with a 55% reduction target in CO2 emissions by 2030, the EU Emissions Trading System (EU…

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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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