Monitoring Credit Risk Downgrades
The Covid crisis puts listedissuers’ credit risk profile under pressure.AlphaValue has essentially com...
Scor is still a long, long call
As expected, CIAM, an active investor, has renewed pressure on Scor via a new letter published last...
Family dividends may offer solace
We repeatedly wrote on dividends in a COVID context (20/02: Pay-out thoughts; 16/03: Dividends, O...
Miners in the post-COVID-19 world
Given the aggravating COVID-19 disruption, the AlphaValue mining universe has witnessed a major ...
The pension Leviathan, bound to stir
Pensions, as an accounting and possibly a cash issue, are best kept under the carpet. Two things ca...
Nig's darkening hours
Only three weeks ago we looked at Non-Investment Grade stocks (NIGs) with the obvious view th...