AlphaValue
You are :
professional investor
retail investor
ABOUT
OFFER
ESG
COVERAGE
BLOG
CONTACT
SPONSORED
FREE
LOGIN
TRIAL
LOGIN
TRIAL
09 July 2025
Airbus
Alphavalue Morning Market Tip
Deliveries in H1 will make the 2025 target tough to achieve.
View More
04 July 2025
L’Oréal, Struck by K-Wave
L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
27 June 2025
Utilities' Paradoxical Run
In short, Utilities are at the epicentre of multiple conflicts between stakeholders.
Let’s talk
Interested in our research and want to learn more?
Contact us
20 June 2025
Trends Ahead Of The H1 2025 Reporting Season
Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that th...
13 June 2025
Seb Goes Nowhere
This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
Subscribe to our blog
Subscribe !
06 June 2025
What To Buy? (Sector Wise)
Which sector? Upside potential next to sentiment
30 May 2025
Dearer Funding Will Hurt
Japan is not alone. The $10y is up 60bp over the same period, the French 10y gained 70bp and the ...
1
2
3
4
5
6
7
8
9
10
…
>