Distracted Astrazeneca, only for now though
Unlike most Big Pharmas – which had a tough time post the COVID-19 outbreak, AstraZeneca witne...
Where has the ESG money gone?
Inflows into ESG-stamped European ETFs trebled last year and overtook those of ‘ordinary’ ETFs ov...
Too big
Back in 2006,LVMH was the 70th largest contributor in earnings terms (€1.8bn) to the AlphaValue c...
Getinge reported strong Q1 21
Getinge reported strong Q1 21 numbers, beating estimates. Sales were up 12.6% on an organic bas...
Boskalis, a natural global warming hedge
Boskalis is a leading dredging company part of a de facto oligopoly as the four European players, ...
Luxury fears
Our repeated concerns about excessive dependence of the European luxury industry vi...