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17 September 2025
TotalEnergies
Alphavalue Morning Market Tip
Questions surfacing after winning a contract in French offshore wind.
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12 September 2025
European Holdcos Also Benefit From The 'Risk On' Mood
While average numbers are not always useful, it is worth mentioning that out of the 20 HoldCos und...
05 September 2025
Bleak Medtech Future
Medtechs are going nowhere. The post Covid darlings are no longer much in demand.
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29 August 2025
Peak Banks?
Will be wise for a degree of profit-taking?
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...
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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...
08 August 2025
Can The Telcos Epiphany Last?
All of a sudden Telcos are as expensive as the broader market. This is news.
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