Since we last teased on SGS, it seems to have lost the plot against the Stoxx 600 and AlphaValue’s TIC (Testing, Inspection, Certification) sub-sector. A portion…
Last time we teased about Eutelsat in late 2020, it was a satellite company with a structural decline in Video which represented over 60% of its…
Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but the army of believers has not…
The amazing Q2/H1 earnings delivery is confirmed as a top-line epiphany owing to strong pricing here and there, powerful FX positives and presumably a degree of hysteresis in client behaviour as not all have walked away from surging prices.