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Category: Under Fire

Posted on6 April 20216 April 2021Under Fire

Danone still has a long way to go

by Research Team

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 Research Team

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 Research Team

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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Posted on30 October 202030 October 2020Under Fire

Fresh lockdowns, old earnings downgrades

by Research Team

‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a standstill and the UK not far from capitulating…

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Posted on15 October 202015 October 2020Under Fire

Unibail: the battle begins

by Research Team

Leon BRESSLER and Xavier NIEL (Iliad’s CEO), with a 4.1% stake (value of €200m at the current share price, the breakdown being unavailable) want to…

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Posted on1 September 20201 September 2020Under Fire

The Veolia/Suez merger, finally?

by Research Team

Veolia has made an offer to acquire 29.9% of the Suez share held by Engie at €15.50/share, or a substantial 26% premium over last Friday…

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Posted on16 June 202016 June 2020Under Fire

The lesson in Hertz: Lost compasses

by Research Team

The Hertz recap while bankrupt thanks to free equity has become the poster child of what has gone nuts in markets, courtesy of central banks. …

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Posted on18 May 202018 May 2020Under Fire

Clipped wings

by Research Team

With a 4% fall over the last five trading days, the Aerospace sector retains the baton for the ytd worst performing sector at –48%. Even Banks…

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Posted on24 April 202024 April 2020Under Fire

Aerospace : Entering a new paradigm

by Research Team

The COVID 19 epidemic is hitting the aviation industry, with an unprecedented violence and speed without comparison with previous crises. Its scale is expected to…

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Posted on24 March 202024 March 2020Under Fire

Nig’s darkening hours

by Research Team

Only three weeks ago we looked at Non-Investment Grade stocks (NIGs) with the obvious view that they would not fare well (FROM NIG TO VIRUSED…

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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) coverage of c. 480 European mid and large cap stocks. We have an average of 46% of negative recommendations at any one time. Learn more at www.alphavalue.com

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Recent Posts

  • Danone still has a long way to go 6 April 2021
  • Brace, brace: China is upset 26 March 2021
  • Alphavalue makes Sustainability & ESG company scores free 23 March 2021
  • Good governance, at your 2021 cost 18 March 2021
  • EU’s herd immunity bottlenecks 2.0 16 March 2021
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