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Category: Research

Posted on23 March 2018Research

Reflation Trade and Other Myths

by Manuel Brossard

[dropcap]B[/dropcap]anks have over-performed the market over the past two years, recovering a portion of the ground lost during the first half of 2016 on overdone…

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Posted on15 March 2018Research

Bigger fund managers eventually suicidal?

by Manuel Brossard

[dropcap]T[/dropcap]he asset management (and asset gathering as a whole including the Life insurance business) has been reshuffling at an exponential speed over the last few…

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Posted on9 March 2018Research

Lloyds : Digital investments and dividend distribution

by Manuel Brossard

[dropcap]W[/dropcap]e believe concerns about the potential impacts of accelerated digital investments on dividends are misplaced. In our view, they are based on a misconception of…

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Posted on6 March 2018Research

AXA is on the move and uniquely cheap

by Manuel Brossard

When AXA presented two years ago its “Ambition 2020” plan, it was considered as rather ambitious indeed, and, when a refreshed management team took the helm,…

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Posted on14 February 2018Research

Looking for new dividends ? Go for Banks

by Manuel Brossard

[dropcap]T[/dropcap]he taste for dividends is largely a reflection on the (shifting) taste for risk but their quality as a safety-net cannot be challenged. Consider the…

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Posted on30 January 201830 January 2018Research

Position closed on Swisscom

by Manuel Brossard

The primarily domestic Swiss telco has been a remarkable performer whatever investors sentiment about the CHF, about Swiss growth, about Telcos at large and about…

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Posted on29 January 2018Research

Novartis : Strong results, Entresto & Lutathera

by

Novartis reported yet another strong quarter, reflecting strong performance by Cosentyx, Entresto and Alcon, although Sandoz remains a worry. The guidance reiterates the same mood…

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Posted on26 January 201816 May 2018Research

Utilities get more attractive, slowly

by Manuel Brossard

[dropcap]U[/dropcap]tilities have lost their shine since October 2017. This can easily be associated with firmer rates and a dash for cyclical/value stocks now that Europe…

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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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