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16 July 2025
Richemont
Alphavalue Morning Market Tip
Good start of the year with topline beat for Q1.
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11 July 2025
Reinsurers
Still, it will take only a big-ish nat cat event to remind everyone of why reinsurers exist in the first place.
04 July 2025
L’Oréal, Struck by K-Wave
L'Oréal cannot afford to let its mass market business slip one inch. It may not be glorious...
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27 June 2025
Utilities' Paradoxical Run
In short, Utilities are at the epicentre of multiple conflicts between stakeholders.
20 June 2025
Trends Ahead Of The H1 2025 Reporting Season
Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that th...
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13 June 2025
Seb Goes Nowhere
This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
06 June 2025
What To Buy? (Sector Wise)
Which sector? Upside potential next to sentiment
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