A snapshot 1 month into the Covid mess
We still hold the view that a second leg of price correction is likely, now that the extent of stimuli acr...
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...