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Category: Other

Posted on3 January 20234 January 2023Other

AlphaValue/BAADER STOXX600 2022: Importance of Independent Equity Research

by Geetanjali Sharma

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.

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Posted on7 October 2022Other

REVENUE GALORE EXPLORED

by Chloé Sellier

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…

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Posted on26 August 2022Other

DE-RATED SGS WARRANTS A SECOND LOOK

by Dev AlphaValue

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…

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Posted on18 August 2022Other

EUTELSAT’S PHOENIX MOMENT?

by Dev AlphaValue

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…

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Posted on16 August 202220 October 2022Other

BITCOIN MARKET MESSAGES, CONT’D

by Dev AlphaValue1 Comment on BITCOIN MARKET MESSAGES, CONT’D

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…

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Posted on12 August 2022Other

Top line magic, bad tax blood ?

by Dev AlphaValue

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.

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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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