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Alphavalue Morning Market Tip
07 May 2026
ARM
Alphavalue Morning Market Tip
Strong set of revenues in Q1 but the stock is overvalued.
06 May 2026
Novo Nordisk
Alphavalue Morning Market Tip
Guidance upgrade thanks to weight loss pill.
05 May 2026
Rheinmetall
Alphavalue Morning Market Tip
Prelim Q1 numbers c 15% below expectations.
04 May 2026
ThyssenKrupp
Alphavalue Morning Market Tip
End of talks with Jindal is only slightly negative.
30 April 2026
ENGIE
Alphavalue Morning Market Tip
Potential game changer with the disposal of nuclear fleet.
29 April 2026
Kone
Alphavalue Morning Market Tip
Q1 in Line but TK elevator deal announced - We like Schindler better.
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