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26 July 2018
Eramet: Long-term prospects remain promising despite short-term headwinds
[dropcap]T[/dropcap]he H1 18 results are OK, despite the fact cash costs have gone up mainly on e...
24 July 2018
Enel rather than Iberdrola
We like Iberdrola but currently prefer Enel as the drivers behind the latter’s recent unde...
23 July 2018
Beyond Trump (2/11) : ABB
We identified 11 companies able to go beyond Trump's tweets and respect the following criter...
18 July 2018
Beyond Trump (1/11) : GVC Holdings
We identified 11 companies able to go beyond Trump's tweets and respect the following criter...
16 July 2018
HHLA, Donald tweeted or wilhemshavened?
[dropcap]B[/dropcap]eing owned by a city-state, Hamburg, with preoccupations that go well beyond t...
05 July 2018
Pharmas in June 2018
[dropcap]A[/dropcap]lphavalue’s pharma coverage outperformed the Stoxx 600 last month, returning...
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