Alphavalue Morning Market Tip
Good start of the year with topline beat for Q1.
Still, it will take only a big-ish nat cat event to remind everyone of why reinsurers exist in the first place.
L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
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In short, Utilities are at the epicentre of multiple conflicts between stakeholders.
Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that th...
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This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
Which sector? Upside potential next to sentiment