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Category: Under Fire

Posted on28 March 202228 March 2022Under Fire

Generali: a farce

by Manuel Brossard

Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took place in Milan, gathering the so-called “Finance community” to promote to…

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Posted on6 January 20226 January 2022Under Fire

Carrefour: Up for grabs, again?

by Manuel Brossard

Carrefour has become flavour of the season as M&A news is recurring for this French grocer. News reports state that Auchan is preparing a fresh…

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Posted on15 December 202115 December 2021Under Fire

Introducing Conflicted Research

by

Every analyst worth his salt will claim to her/his independence of opinion. The issue is that 95% of sell-side research is supplied by … conflicted…

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Posted on28 September 202128 September 2021Under Fire

Energy storm rising

by Manuel Brossard

Markets and AlphaValue have been wrong-footed by the sudden twists of energy markets, for the worse. It has the potential to be an accident in progress as…

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Posted on15 September 2021Under Fire

The luxury exit door is still wide open

by Manuel Brossard

We looked back at our many and hitherto futile warning flags about the extended exposure of European Luxury stocks to China as they are facing the diktats…

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Posted on3 September 20213 September 2021Under Fire

Beijing’s pressure on the entertainment industry could pressure luxury demand

by Manuel Brossard

Beijing has started to put pressure on entertainment and public media industries to eliminate the negative impact of “unpatriotic”, “unethical” and ostentatious wealthy public personalities…

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Posted on5 July 20215 July 2021Under Fire

China phase II

by

The Chinese Communist Party’s celebration of its first century in power was a perfectly oiled and impressive affair. While there was no fresh agenda released…

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Posted on6 April 202126 August 2021Under Fire

Danone still has a long way to go

by Manuel Brossard

So much has happened in such a short space of time. CEO Faber’s departure, which seemed highly unlikely a few months ago, has now been…

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Posted on2 March 20212 March 2021Under Fire

Rec Silicon, the PV Phoenix?

by Manuel Brossard

Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs of complex Sino US politics, was in November 2017. We had a…

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Posted on14 January 202114 January 2021Under Fire

Strategic grocer like yoghurt, at a cost

by Manuel Brossard

The French Finance Minister is not afraid of calling Food Retail strategic and being ridiculed for it, as was his predecessor when yoghurt (aka Danone) was promoted to…

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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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