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Category: Stocks to Watch

Posted on24 January 202324 January 2023Stocks to Watch

Nornickel: Business as Unusual for the Russian Stock

by Geetanjali Sharma

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…

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Posted on19 January 202325 January 2023Stocks to Watch

The Storm at Capricorn Energy Explained (UPDATED)

by Geetanjali Sharma

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

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Posted on6 January 20236 January 2023Stocks to Watch

Coverage Initiation: D’Ieteren Group

by Geetanjali Sharma

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.

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Posted on20 December 202220 December 2022Stocks to Watch

CHARGEURS: A Luxury Company?

by Geetanjali Sharma

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.

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Posted on6 December 20226 December 2022Stocks to Watch

A WISE No Brainer: Hidden Value in Wise’s Infrastructure

by Geetanjali Sharma

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?  

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Posted on21 November 2022ESG

AALBERTS DESERVES WIDER RECOGNITION

by Geetanjali Sharma

What gives Aalberts such good upside potential and why doesn’t it get wider recognition?

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Posted on4 November 20224 November 2022Stocks to Watch

Ever Thought of Imerys as a Lithium Mining Stock?  

by Geetanjali Sharma

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…

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Posted on31 October 2022Stocks to Watch

FIRMS THAT HAVE UNEXPECTEDLY DEFIED GRAVITY (SO FAR)

by Geetanjali Sharma

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’?

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Posted on21 October 2022Stocks to Watch

PHOENIX-LIKE OUTOKUMPU

by Chloé Sellier

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…

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Posted on17 October 202217 October 2022Stocks to Watch

CD PROJEKT STILL WAY TOO DEAR

by Chloé Sellier

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…

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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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