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22 December 2023
Last Word for 2023 from AlphaValue
The last word for 2023 from our co-founder and head of strategy, Pierre-Yves GAUTHIER.
19 December 2023
Spirits Sector Overview: A Persistent Hangover?
Although the COVID era was a golden age for spirits companies, the industry has somewhat sobere...
11 December 2023
Coverage Initiation: Sandoz
We initiate the coverage of Sandoz, a Swiss generics/biosimilars giant, with a BUY recommendation.
06 December 2023
STELLANTIS: How Sustainable are These Margins?
Stellantis shares had a formidable run over the past twelve months, unlike most of its peers, and so ...
28 November 2023
Inditex, H&M, Next VS Shein
The emergence of SHEIN has posed a substantial threat to the Western fashion market (Inditex, H&...
23 November 2023
Metals & Mining: Noticable Recovery Ahead?
Against all odds, the Metals & Mining sector is trying for another comeback and we are optimistic
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