A new role for RWE
Among utilities, RWE is the winner of the radical changes in the energy markets implied by the war i...
War dividends (40 names)
Valuation wise is worried and has been exploring various avenues to protect what can be when one ...
Banks and/or Oils?
Banks have been very kind to investors with a ytd gain of 13.5% (39 banks covered by AlphaValue) ...
ESG is a short
TheFTmentions that hedge funds have seen an opportunity in the crowed trades that ESG investme...
Wages peak (a lot)
Looking at the average compensation of the 468 European corporates and their trend does speak a l...
Energy crisis turning systemic?
On January 14th, another shutdown of one of EDF's nuke power plants combined with chilling t...