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Posted on4 June 2018Research

Forever green

by Manuel Brossard

[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…

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Posted on29 May 2018Uncategorized

French KHOL

by Manuel Brossard

[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…

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Posted on23 May 2018Stocks to Watch

Accor’s delicate shareholder relations

by Manuel Brossard

[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…

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Posted on18 May 2018Research

Has Food & Beverages lost its shine?

by

[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…

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Posted on14 May 2018Research

P/Book subliminal messages

by Manuel Brossard

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…

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Posted on3 May 201816 May 2018Research

Is current production output really meeting demand?

by Manuel Brossard

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…

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Posted on26 April 2018Stocks to Watch

Parmalat, a waiting game

by

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…

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Posted on25 April 2018Research

No attraction in weaker balance sheets

by Manuel Brossard

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.…

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Posted on24 April 2018Stocks to Watch

Rusal gets a lifeline?

by Dev AlphaValue

[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…

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Posted on10 April 2018Research

Dear(er) Vifor Pharma

by Manuel Brossard

[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…

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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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