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09 September 2025
Deutsche Telekom
Alphavalue Morning Market Tip
Worries are mounting over T Mobile (US) after Echostar deal.
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05 September 2025
Bleak Medtech Future
Medtechs are going nowhere. The post Covid darlings are no longer much in demand.
29 August 2025
Peak Banks?
Will be wise for a degree of profit-taking?
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22 August 2025
A Fettered Hikma Needs Biosimilar Wings
With much of Sandoz’s upside already captured, betting on Hikma’s (albeit still nascent) growth in its...
13 August 2025
Food Retail Better Dispositions
AlphaValue maintains its cautious stance when it comes to tariff friction costs on both sides of the po...
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08 August 2025
Can The Telcos Epiphany Last?
All of a sudden Telcos are as expensive as the broader market. This is news.
01 August 2025
Flabbergasting Autos
AlphaValue keeps on expressing its doubts about the direction of travel of the European car industry...
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