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Alphavalue Morning Market Tip
16 December 2025
Auto Sector
Alphavalue Morning Market Tip
Change in regulation from the EU and Ford massive write-off in EVs is food for thought.
08 December 2025
BNP
Alphavalue Morning Market Tip
Simplification of structure - Stake in Ageas increased from 15% to 23%.
04 December 2025
Glencore
Alphavalue Morning Market Tip
Still our favorite play in the sector.
03 December 2025
Inditex
Alphavalue Morning Market Tip
A strong beat in Q3 and a strong start in Q4.
02 December 2025
TotalEnergies
Alphavalue Morning Market Tip
Setback on Mozambique financing means Total share in the project will increase.
01 December 2025
Airbus
Alphavalue Morning Market Tip
Software glitch led to very significant A320 grounding.
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