We believe that research is an integral component of a functioning equity market. We believe that research should be thorough and sometimes even provocative. Have a look at the graphs below.
As part of its monthly strategy review of European equities, AlphaValue produced the simple chart below, merely tracking the increase in sales of European corporates…
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.