Alphavalue Morning Market Tip
Strong beat in Q1.
The reality of more competition has finally sunk in.
They may claim that they cannot compute the impact as things are moving too fast. This is not accep...
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We therefore fear that most countries will retaliate, escalating a trade war that makes no sense for a...
Not to forget patience, for which shareholders have been well rewarded as each £1 invested in...
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Trading at more than 20x 2025 earnings that now look set be trimmed, the sector is too expensive a...
The markets have sorted out the conundrum by pushing prices lower: the consumer wins, for now.