On chinese opioids
LVMH's and Daimler's Q3 figures confirmed nearly on the same day that the Europ...
Fresh lockdowns, old earnings downgrades
‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a sta...
Unibail: the battle begins
Leon BRESSLER and Xavier NIEL (Iliad’s CEO), with a 4.1% stake (value of €200m at the current s...
Goodwill impairment warranted
At €1.8tn, the goodwill inventory in the AlphaValue coverage is at an all-time high and accounts for...
Shame on Suez’s board and Parisian inbreeding exposed
The Veolia bid for Suez has exposed again the French penchant for boards of the same feather. Th...
Wrong mix of volatility and downgrades
As US presidential elections near (mail votes start this week) and Trump feels under increased pres...