[dropcap]R[/dropcap]upert Murdoch is still a fixture of financial markets at 87. He no longer shows up in AlphaValue’s long list of chairmen of listed corporates…
[dropcap]T[/dropcap]hink of Kering, Hermes, l’Oreal and LVMH (khôl) as the French version of GAFAs. This is when one sector tips the market balance. Their 33% combined jump from…
[dropcap]A[/dropcap]fter JinJiang internationals, Accor’s largest shareholder with 12.32%, HuaZhu Hotels Group (China Lodging Group Ltd, NASDAQ: HTHT) announced its strategic investment in AccorHotels during its…
[dropcap]A[/dropcap]fter years of outperformance, the F&B industry seems to be somewhat lost in an environment of accelerated changes and value chain fragmentation. The sector has…
On the mathematically correct view that P/Books are a function of ROEs, the 30 sectors tracked by AlphaValue do a nice job of sitting on…
At a time of global strong traffic growth, the aerospace industry is about to reach the end of a painful and costly ramp-up phase that…
Hopes that led Parmalat shares to jump by late 2016, presumably because Lactalis, its 89% shareholder, would pay a good price for a squeeze-out have…
Every now and then we check whether “trash” as defined by a non-investment grade rating is a good investment theme. Not currently, it would seem.…
[dropcap]Y[/dropcap]esterday evening, in a surprise development, the US Treasury Department announced it was to extend the time limit (for the US and non-US citizens) to…
[dropcap]O[/dropcap]ur endorsement in August 2017 proved to be an ideal entry point for Vifor Pharma – the small-cap play has been the ace performer in…