We are initiating coverage of Bankinter which is the Spain’s sixth-largest bank. It was founded in 1965 as an industrial bank through a joint venture…
We initiate coverage of Hellofresh, the global leader in the growing meal-kit market, with a Buy recommendation and 24% upside. Not everyone was negatively affected…
Crude oil prices are at a two-year high thanks to an improving demand outlook and a disciplined OPEC+. Furthermore, Iran’s long-awaited return is being delayed,…
The unprecedented pandemic definitely turned majors into stronger firms and mid-weights into weaker ones. L’Oréal jointly with French luxury stocks (encapsulated under the Khôl* moniker by AlphaValue) have become…
We have fully revamped our investment case on Electricité de France (EDF) in the light of recent improvements on the regulatory front. After a long…
Tracking sector rotations has been a tiring exercise so far this year with sentiment changing fast about growth, central banks’ next stop, the pandemic capitulating…
Unlike most Big Pharmas – which had a tough time post the COVID-19 outbreak, AstraZeneca witnessed a phenomenal run, with its share price hitting an…
Getinge reported strong Q1 21 numbers, beating estimates. Sales were up 12.6% on an organic basis, driven by the strength in acute care (+12.9%) and…
Boskalis is a leading dredging company part of a de facto oligopoly as the four European players, namely Boskalis, Van Oord, De Nul and DEME,…
Concerns surrounding the EU’s COVID-19 vaccination campaign refuse to die down. With AstraZeneca now reporting a safety scare – after already acknowledging supply constraints, export…