Getinge reported strong Q1 21 numbers, beating estimates. Sales were up 12.6% on an organic basis, driven by the strength in acute care (+12.9%) and…
Boskalis is a leading dredging company part of a de facto oligopoly as the four European players, namely Boskalis, Van Oord, De Nul and DEME,…
Our repeated concerns about excessive dependence of the European luxury industry vis a vis China gained substance last Thursday when Chinese consumer ire has been driven through…
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…
Only a few days ago, in a short piece named ‘Alaskan bears’, we had a suspicion that the Blinken trip to Alaska to meet its…
We believe that ESG analysis cannot be limited to a quant approach. AlphaValue is proud to make its ESG company scores now freely available on esg.alphavalue.com.…
We look again with a cynical eye at the gap between being right on the ESG front and meeting the fiduciary duties which shall remain…
Concerns surrounding the EU’s COVID-19 vaccination campaign refuse to die down. With AstraZeneca now reporting a safety scare – after already acknowledging supply constraints, export…
Looking at countries as a proxy to analyse equities has been out of fashion for a long while. We periodically mention Denmark as a singular…