Covid-19: Liars by omission
Large European corporates are not fair with their shareholders. But for Pernod, which provided (13 F...
Coronavirus: measuring the temperature of wind OEMs
So far the communication from wind OEMs has been to say that it is too early to measure the cons...
Potential sale of PartnerRe to Covéa, what is the next move?
Following last Friday’s report by Insurance Insider citing a potential sale of PartnerRe to Cové...
nCoV 2019: Minsky moment potential?
AlphaValue sees danger in the second order impacts of the 2019 nCoV virus.It is increasingly clear t...
Coronavirus: Inventory short, cash long
Only 2 days ago we ventured the following opinion that then looked far-fetched. It may soon becom...
ESG: whatever it takes to be (un)aligned
ESG data and ratings are now a huge industry. ESG has given a new impetus to financial institution...