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Category: Under Fire

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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Posted on30 October 202030 October 2020Under Fire

Fresh lockdowns, old earnings downgrades

by Manuel Brossard

‘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 Manuel Brossard

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 Manuel Brossard

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 Manuel Brossard

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 Manuel Brossard

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 Manuel Brossard1 Comment on Aerospace : Entering a new paradigm

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 Manuel Brossard

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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Posted on11 March 202011 March 2020Under Fire

From NIG to virused zombies

by Manuel Brossard1 Comment on From NIG to virused zombies

We count 77 stocks which are non-investment grades in the AlphaVaue coverage, excluding financials, property companies and holding companies. We seem to agree with the…

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Posted on27 February 202027 February 2020Under Fire

An ugly storm gathers steam

by Manuel Brossard

In our quick & dirty strategy review dated 06/02/2020, the title read that the Coronavirus had “Minsky moment” potential as the disruption of supply chains…

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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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