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Category: Research

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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Posted on28 May 202112 May 2022Research

R.I.P pension risks

by

12 years ago, AlphaValue was born in the midst of the Great Financial Crisis and lasting worries about pension risks as the assets supposed to…

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Posted on25 May 202112 May 2022Research

Steel on its way to green

by Manuel Brossard

Looking at prices five years back, the Steel sector has another 20% to go before it reaches its early 2018 peaks. That puts in perspective the 90%…

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Posted on20 May 202112 May 2022Research

European equities are still trading at 18.6x

by Manuel Brossard

Whether a Spac, Bitcoin, Ark’s ETFs or collecting art, all assets are in sync with Central Banks’ signalling. Bitcoin broke rank when banned by China.…

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Posted on4 May 202112 May 2022Research

Big oils deflate, again

by Manuel Brossard

Yet another disconnect between Brent and Oil stocks seems to be in progress. The Brent bulls are recovery bulls and back-to-2019 hopefuls. China is the black box…

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Posted on26 April 202126 April 2021Research

Too big

by Manuel Brossard

Back in 2006, LVMH was the 70th largest contributor in earnings terms (€1.8bn) to the AlphaValue coverage (464 stocks now, 340 then). Its market cap then…

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Posted on16 March 202116 March 2021Research

Norway vs Denmark

by Manuel Brossard

Looking at countries as a proxy to analyse equities has been out of fashion for a long while. We periodically mention Denmark as a singular…

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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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