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Category: Stocks to Watch

Posted on17 June 202117 June 2021Stocks to Watch

Big caps will do the rotating job

by Manuel Brossard

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…

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Posted on29 April 202112 May 2022Stocks to Watch

Distracted Astrazeneca, only for now though

by Manuel Brossard

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…

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Posted on20 April 202126 August 2021Stocks to Watch

Getinge reported strong Q1 21

by Manuel Brossard

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…

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Posted on19 April 202126 August 2021Stocks to Watch

Boskalis, a natural global warming hedge

by Manuel Brossard

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,…

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Posted on16 March 202112 May 2022Stocks to Watch

EU’s herd immunity bottlenecks 2.0

by Manuel Brossard

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…

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Posted on27 January 202127 January 2021Stocks to Watch

Sanofi’s mastermind at work

by Manuel Brossard

Since our last Teaser in November 2019, it has been a roller-coaster ride for Sanofi. While an impressive mid-term growth strategy and robust Q4-19 results…

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Posted on12 January 202112 January 2021Stocks to Watch

Last week’s winners: Oil, Metal and Green Wind

by Manuel Brossard

We looked at stocks that stood in the best decile of performers both last week to 08/01/2021 inclusive and last month. This could be called…

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Posted on25 November 202025 November 2020Stocks to Watch

Oils or Tesla?

by Manuel Brossard

Tesla makes the news with its all-time high and rising, up to its inclusion in the S&P500 by mid-December. But, over the last month, its…

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Posted on18 November 202018 November 2020Stocks to Watch

COVID-19 vaccine: how will the supply & logistics will look like?

by Manuel Brossard

It immediately appeared that the BioNTech(licensed by Pfizer) vaccine news of last week would trigger a logistics challenge of gargantuan proportions. As a reminder, usual…

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Posted on9 November 20209 November 2020Stocks to Watch

BCP’s Polish stigma

by

BCP has been one the worst performers among our banks’ universe year-to-date. At -60%, the stock has managed to double the sector’s correction. This could…

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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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