The next few years will be decisive for electrified vehicles, as new model roll-outs begin to accelerate in 2021-onward. In that sense, a proxy question…
The Heidelbergcement write-down of goodwill generated in 2007 on the Hanson acquisition brings about the usual suspicion that the 2020 macro disaster will be a good opportunity…
The Airbus share gained 50% last week. Not bad for a €63bn stock accounting for a solid third of the sector’s market cap. It would need…
AlphaValue tracks the universe of Non-Investment Grade issuers under its coverage. For that purpose, it relies on its proprietary risk metrics which are highly reactive…
MedTech, which has historically been a defensive sector, has once again stood its ground even as broader markets have been rattled by the pandemic. But,…
The Tesco Board is in the middle of a governance crisis for having dropped Ocado from peer performance metrics designed to measure that of Tesco’s…
The COVID-19 was a costly event for investors in the insurance industry. The sector was among the most penalised sectors and many operators were encouraged…
On March 23, we provided a sector review of earnings revisions pinpointing 2020 earnings down 32% on 2019 after a fast-forward 39% correction. The 2020 earnings expectations…
While the surge in ESG investment has pushed the sector to record valuation levels, the health crisis has broken this trend. Due to containment, the…