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22 August 2025
A Fettered Hikma Needs Biosimilar Wings
With much of Sandoz’s upside already captured, betting on Hikma’s (albeit still nascent) growth in its...
13 August 2025
Food Retail Better Dispositions
AlphaValue maintains its cautious stance when it comes to tariff friction costs on both sides of the po...
08 August 2025
Can The Telcos Epiphany Last?
All of a sudden Telcos are as expensive as the broader market. This is news.
01 August 2025
Flabbergasting Autos
AlphaValue keeps on expressing its doubts about the direction of travel of the European car industry...
11 July 2025
Reinsurers
Still, it will take only a big-ish nat cat event to remind everyone of why reinsurers exist in the first place.
04 July 2025
L’Oréal, Struck by K-Wave
L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
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