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