By way of a very unusual foreword, AlphaValue is unrepentant when it comes to offering a view of Nornickel. Post the outbreak of war, only…
2023 has not started on a rosy note for all the oil and gas equities in the AlphaValue universe. For some, the beginning of the new year has been tainted by a gloomier story. Capricorn, the UK-based independent O&G producer, has been the worst-performing equity in our Oils coverage
We are excited to initiate coverage of D’Ieteren Group, a successful Belgian holding company with six subsidiaries and a total market cap of €10bn.
Chargeurs is a French holding company which is in the midst of a strategic change. Chargeurs was originally a traditional holding company with five business units. Now it has reorganized its operations around two strategic segments – technology and luxury.
Wise is a strong performer in our fintech equity research universe. Wise wants to drive the cost of remittances and cross-border transactions to zero, granting a strong pricing advantage vs. competitors plus, a strong barrier to entry. But how can Wise do so, profitably, when most of its peers can not?
What gives Aalberts such good upside potential and why doesn’t it get wider recognition?
Imerys is a world-leading speciality minerals supplier company with large exposure to the construction (30%), consumer goods (21%), iron & steel (16%), auto (13%), and…
Stocks with positive share price momentum are few and far between and this proportion has been slipping as the year has unfolded. So, who are these ‘winners to date’?
Outokumpu seems to have had a fantastic performance as of late. The share price has in fact increased by almost 60% over the past two years…
After the disastrous release of Cyberpunk 2077 on December 10, 2020, CD Projekt’s share price declined by 83.2% from peak to bottom and the company became…