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Category: Stocks to Watch

Posted on21 August 201821 August 2018Stocks to Watch

Euronext: Going into another dimension?

by Manuel Brossard

[dropcap]A[/dropcap]ccording to Bloomberg, Euronext is the leading bidder for the acquisition of MarkitServe, which is IHS Markit’s derivatives processing unit. The price would be above…

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Posted on16 August 2018Stocks to Watch

Oerlikon: Gaining traction

by Manuel Brossard

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and…

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Posted on1 August 2018Stocks to Watch

Beyond Trump (3/11) : TELEPERFORMANCE

by Manuel Brossard

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and…

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Posted on26 July 201826 July 2018Stocks to Watch

Eramet: Long-term prospects remain promising despite short-term headwinds

by Manuel Brossard

[dropcap]T[/dropcap]he H1 18 results are OK, despite the fact cash costs have gone up mainly on energy costs. Aubert & Duval experienced a difficult H1…

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Posted on23 July 2018Stocks to Watch

Beyond Trump (2/11) : ABB

by Manuel Brossard

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : – Good «Fundamental Strength » – Market cap between…

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Posted on18 July 201818 July 2018Stocks to Watch

Beyond Trump (1/11) : GVC Holdings

by Manuel Brossard

We identified 11 companies able to go beyond Trump’s tweets and respect the following criteria : Good «Fundamental Strength » Market cap between €1.5bn and €20bn…

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Posted on16 July 2018Stocks to Watch

HHLA, Donald tweeted or wilhemshavened?

by Manuel Brossard

[dropcap]B[/dropcap]eing owned by a city-state, Hamburg, with preoccupations that go well beyond the profitable management of an essential German port, was never bound to be…

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Posted on26 June 2018Stocks to Watch

NHH’s HNA minor swap

by Manuel Brossard

NH Hôtels has been all too long under the HNA fruitless spell with the stretched Chinese conglomerate unable to help its Spanish holding define a…

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Posted on22 June 2018Stocks to Watch

MedTech surge

by Manuel Brossard

While the c. €1tn Pharma sector has been going essentially nowhere between failed phase III drugs and Trump-driven uncertainty, the €133bn MedTech sector has been flying over the last…

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Posted on13 June 2018Stocks to Watch

4 pair trades

by Manuel Brossard

We briefly comment on four pair trades with a strong momentum of their own. Long ArcelorMittal – Short Salzgitter The steel industry is on a…

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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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