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20 June 2025
Trends Ahead Of The H1 2025 Reporting Season
Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that they will do so as they move into this H2.
20 June 2025
Eutelsat
Alphavalue Morning Market Tip
Capital increase at our target price.
13 June 2025
Seb Goes Nowhere
This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
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06 June 2025
What To Buy? (Sector Wise)
Which sector? Upside potential next to sentiment
30 May 2025
Dearer Funding Will Hurt
Japan is not alone. The $10y is up 60bp over the same period, the French 10y gained 70bp and the ...
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23 May 2025
Telecoms Inch Higher
After the bust and boom related to the on-off tariff posturing of the US administration, Telcos are aim...
16 May 2025
Autos Dance To The Trump Tune While China Matters
By late January 2025, we predicted a storm for car shares. Indeed Trump’s tariffs helped to significa...
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