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21 March 2025
Bombed Out Fashion
Trading at more than 20x 2025 earnings that now look set be trimmed, the sector is too expensive and this observation is not limited to Inditex.
21 March 2025
Capgemini
Alphavalue Morning Market Tip
Warning of Accenture on DOGE impact.
14 March 2025
Long Oils After All?
The markets have sorted out the conundrum by pushing prices lower: the consumer wins, for now.
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07 March 2025
Suicidal Swatch
The luxury watch industry faced strong headwinds in 2024, with weakening consumer appetite, a ch...
28 February 2025
Novo Nordisk Down, Not Out
Weight-loss drugs – just like artificial intelligence, electric vehicles and decarbonisation – have been...
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21 February 2025
Peace Dividends, Sort Of
This is a most extraordinary development. The Ukraine war may be reaching an end (dixit Donald) b...
07 February 2025
Tecnicas Réunidas Waltzes With Sinopec To Great Effect
With a €1.1bn market cap, Técnicas Reunidas (Add; Spain) ranks as the second smallest play...
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