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12 December 2024
Saipem
Alphavalue Morning Market Tip
Saipem wins contract in carbon capture
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06 December 2024
MedTechs Need Another COVID
Growth through consolidation has been a well-established strategy. It is not clear that it has delivered.
29 November 2024
Paris Teeters On the Brink
Markets never wait to sanction an opportunity cost. This is ongoing with worse to come as the bond ...
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22 November 2024
OPAP's Cash Printing Talent Has No Brake
Any long-term investor looking for exposure to gaming-gambling, but willing to weather some minor ...
15 November 2024
Real Life Debt Is Bound To Cost More
It is fairly likely that the P&Ls of larger European corporates have yet to experience the full cost...
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08 November 2024
Jeronimo Could Have Carrefour For Breakfast
From a financial standpoint, the deal is a no-brainer. From a strategic one it is for the JMT owners to...
31 October 2024
Diwali & All Saints Should Coordinate Diaries More Often
Diwali is all about light overtaking darkness or knowledge overtaking ignorance. The Christian All Sa...
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