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28 April 2021
Where has the ESG money gone?
Inflows into ESG-stamped European ETFs trebled last year and overtook those of ‘ordinary’ ETFs ov...
26 April 2021
Too big
Back in 2006,LVMH was the 70th largest contributor in earnings terms (€1.8bn) to the AlphaValue c...
20 April 2021
Getinge reported strong Q1 21
Getinge reported strong Q1 21 numbers, beating estimates. Sales were up 12.6% on an organic bas...
19 April 2021
Boskalis, a natural global warming hedge
Boskalis is a leading dredging company part of a de facto oligopoly as the four European players, ...
16 April 2021
Luxury fears
Our repeated concerns about excessive dependence of the European luxury industry vi...
06 April 2021
Danone still has a long way to go
So much has happened in such a short space of time. CEO Faber's departure, which seemed ...
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