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Category: Uncategorized

Posted on17 January 202317 January 2023Uncategorized

What are the Secrets to Inditex’s Success?

by Geetanjali Sharma

The Ukraine war led to a very difficult 2022 for fashion retailers. The loss of the Russian market, where European retailers enjoyed VAT benefits and…

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Posted on12 January 202312 January 2023Uncategorized

Keeping Up With Capricorn: A Coup in the Making?

by Geetanjali Sharma

Capricorn’s shareholders, led by activist investor Palliser, refused to support a tie-up with the UK-based and Africa-focused independent oil and gas producer Tullow Oil, leading…

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Posted on30 December 202230 December 2022Uncategorized

A Year in Review: 2022 at AlphaValue 

by Geetanjali Sharma

Year in review 2022 at AlphaValue – what were we up to?

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Posted on18 November 2022Uncategorized

Hope in Orpea ? Massive dilution first

by Geetanjali Sharma

Did you ever expect a nursing home company to be plagued by a scandal? Operating in the field of healthcare and care homes for the elderly, ORPEA is no stranger to scandals. But, is there hope after the latest scandal?

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Posted on16 August 202220 October 2022Other

BITCOIN MARKET MESSAGES, CONT’D

by Dev AlphaValue1 Comment on BITCOIN MARKET MESSAGES, CONT’D

Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but the army of believers has not…

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Posted on4 October 20214 October 2021Uncategorized

Generali/Mediobanca: A bloody game of thrones

by Manuel Brossard

Generali and Italy’s most powerful business empires are throwing themselves into a bloody battle over Italy’s biggest insurer CEO’s head. Considering the timing, there is…

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Posted on29 May 2018Uncategorized

French KHOL

by Manuel Brossard

[dropcap]T[/dropcap]hink of Kering, Hermes, l’Oreal and LVMH (khôl) as the French version of GAFAs. This is when one sector tips the market balance. Their 33% combined jump from…

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Posted on12 February 201816 May 2018Uncategorized

Stock Picking in European Power Utilities

by Manuel Brossard

[dropcap]T[/dropcap]he sector has been under pressure recently with the end of the QE program getting closer and a tightening of the credit market expected.  …

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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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