Skip to content
AlphaValue Blog

AlphaValue Blog

Menu
  • Home
  • Activists
  • Research
  • ESG
  • Stocks to Watch
  • Under Fire
  • Contact

Category: Under Fire

Posted on28 November 2022Under Fire

Who are the Losers of the Oil and Gas Boom?

by Geetanjali Sharma

The current boom cycle in oil and gas has unbelievably benefited the companies in AlphaValue’s Oils equity research coverage. Integrated Oils have particularly been the…

Read More
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?

Read More
Posted on7 October 2022Other

REVENUE GALORE EXPLORED

by Chloé Sellier

As part of its monthly strategy review of European equities, AlphaValue produced the simple chart below, merely tracking the increase in sales of European corporates…

Read More
Posted on16 September 2022Stocks to Watch

PORSCHE AG OR SE? THE IPO TOOLKIT

by Chloé Sellier

Porsche’s customers are used to choosing the finish of their 911s. With an IPO of Porsche AG profiling for the coming weeks/months, investors will have…

Read More
Posted on30 May 202230 May 2022Under Fire

HSBC’s overdone fears

by Chloé Sellier

HSBC has been in damage-control mode since its head of responsible investing stated that the climate change related threat has been exaggerated and its largest…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More

Posts navigation

Page 1 Page 2 … Page 6 Next Page

About

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

Receive new posts

Check your inbox or spam folder to confirm your subscription.

Catégories

  • Activists
  • ESG
  • Other
  • Research
  • Stocks to Watch
  • Uncategorized
  • Under Fire
Copyright 2022 – AlphaValue
Amphibious Theme by TemplatePocket ⋅ Powered by WordPress