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Category: Research

Posted on14 December 202114 December 2021Research

Reaching Net Zero emissions using CCS technologies

by Manuel Brossard

Carbon Capture & Storage (CCS) technologies divert CO2 and store it underground, avoiding its release into the atmosphere. It is a key tool in reaching…

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Posted on8 December 20218 December 2021Research

Atos: new CEO, revival in 2022?

by Manuel Brossard

In an IT services sector up +15% ytd, Atos managed to lose 50% ytd where Capgemini gained +61% ytd. The Atos share price is currently trading under €40/share which…

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Posted on27 October 202127 October 2021Research

Inflation unchained

by Manuel Brossard

Inflation ‘Transitionists’, of whom we are one as far as the raging debate about inflation goes, are stumbling under the repeated blows from price hikes…

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Posted on1 October 20211 October 2021Research

Banks like Jay

by

Jay Powell’s talk of an earlier than planned rate tightening pleased European banks. While they were not in a great shape the week before, they…

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Posted on22 September 2021Research

Energy markets in panic mode before winter starts

by Manuel Brossard

Supply constraints along the intricate energy system have caused a surge in European electricity and gas prices. Several energy-intensive companies have started to respond to…

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Posted on20 September 2021Research

Metals & Mining: Pricing correction (again) underway

by Dev AlphaValue

Iron ore markets have (again) come under immense pressure over the past few days. As a result, the highly-rewarding diversified miners have witnessed a sell-off.…

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Posted on31 August 202131 August 2021Research

LVMH does not fit with ‘common prosperity’

by Manuel Brossard

The luxury industry, including LVMH, experienced its biggest decline since the pandemic in the third week of August. The Chinese market accounts for more than a third…

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Posted on22 June 202122 June 2021Research

The ECB’s forced march towards a digital €

by

Europe has discovered, hopefully not too late, that sovereignty still matters. The vast majority of central banks is contemplating the issue of a digital version…

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Posted on21 June 202121 June 2021Research

Midstream Engie

by Manuel Brossard

Engie has changed a lot over the last 2-3 years, but the French utilities company is only in the middle of its long and thorough…

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Posted on2 June 202111 June 2021Research

Time to reconsider independent research

by

The FCA appears set to further the legitimacy of European Independent Research Providers (IRPs) by going for a clear cut definition of what independence means:…

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