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Posted on8 March 20228 March 2022Stocks to Watch

War dividends (40 names)

by Manuel Brossard

Valuation wise is worried and has been exploring various avenues to protect what can be when one mad man will not entertain a discussion. That…

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Posted on10 February 202210 February 2022Research

Banks and/or Oils?

by Manuel Brossard

Banks have been very kind to investors with a ytd gain of 13.5% (39 banks covered by AlphaValue) when the Stoxx600 is down 4.6%. The…

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Posted on26 January 202226 January 2022ESG

ESG is a short

by Manuel Brossard

The FT mentions that hedge funds have seen an opportunity in the crowed trades that ESG investment represents. Go short such inflated trades. About time, we would…

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Posted on24 January 202224 January 2022ESG

Wages peak (a lot)

by Manuel Brossard

Looking at the average compensation of the 468 European corporates and their trend does speak a lot about a business model and occasionally raises the…

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Posted on18 January 202218 January 2022ESG

Energy crisis turning systemic?

by Manuel Brossard

On January 14th, another shutdown of one of EDF’s nuke power plants combined with chilling threats from Russia as Ukraine talks with the US and…

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Posted on13 January 2022Research

TSMC announces record Capex

by Manuel Brossard

TSMC has published strong Q4-21 results, with growth in all reported endmarkets and especially in High Power Computing and Automotive. Both segments are expected 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 on4 January 20224 January 2022ESG

Sustainability with a difference

by Manuel Brossard

At AlphaValue, we are proud to promote a traditional equity analysts-based review of sustainability factors which is inclusive of all the 465 stocks currently under coverage. There…

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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 on14 December 202114 December 2021Research

Reaching Net Zero emissions using CCS technologies

by Manuel Brossard

Carbon Capture & Storage (CCS) technologies divert CO2 and store it underground, avoiding its release into the atmosphere. It is a key tool in reaching…

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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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