Amber Capital in electoral campaign against Lagardère
Joseph Oughourlian, founder of Amber Capital and Olivier Fortesa, Managing Partner, held a meeti...
Equity risk premium gravitational pull confirmed
Two weeks ago we could see the surge of the European equity risk premium at 8.3% (21-year aver...
Do Banks Have to Pay the Bill?
The Covid-19 induced crisis is really unprecedented. Indeed, it does not follow the rationale of an ec...
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...