Alphavalue Morning Market Tip
Deliveries in H1 will make the 2025 target tough to achieve.
L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
In short, Utilities are at the epicentre of multiple conflicts between stakeholders.
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Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that th...
This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
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Which sector? Upside potential next to sentiment
Japan is not alone. The $10y is up 60bp over the same period, the French 10y gained 70bp and the ...