ALPHAVALUE @Alphavalue
AlphaValue provides independent equity, credit and ESG research on over 460 #europeanstocks, 30 analysts Try our research - https://t.co/tqnAXjkBiH alphavalue.com Paris Joined January 2010-
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V8 + PHEV = Auto’ Oxygen (For Now). Do we feel an urge to test the sector again? alphavalue.com/Blog/v8--phev-… #ValuationWise #Automobile #Auto #Stellantis #Brussels #PHEV #EV #Volkswagen #US #Tariff #Europe #financials #stocks #StockMarket #EquityResearch
AlphaValue's #MorningMarketTip: #TotalEnergies - Questions surfacing after winning a contract in French offshore wind. To read more, please click on: alphavalue.com/Blog/totalener… #Subscribe for direct access to emails #energy #France #US #Europe #EquityResearch #stocks #Market
AlphaValue's #MorningMarketTip: #NorskHydro - Fundamentals remain good - one of our top picks in the sector. To read more, please click on: alphavalue.com/Blog/norsk-hyd… #Subscribe for direct access to emails #aluminum #Zinc #China #US #Europe #EquityResearch #stocks #Market
AlphaValue's #MorningMarketTip: #Currys - X read from failed negotiations around #Argos. To read more, please click on: alphavalue.com/Blog/currys #Subscribe for direct access to emails #consumerelectronics #JD.com #China #Sainsburys #Europe #EquityResearch #stocks #Market
European #Holdcos Also Benefit From The 'Risk On' Mood. alphavalue.com/Blog/european-… #ValuationWise #Holdings #AckermansvanHaaren #Investor #Exor #Prosus #US #Tariff #Europe #financials #stocks #StockMarket #EquityResearch
AlphaValue's #MorningMarketTip: #Vallourec - Massive contract with #Petrobras is good news. To read more, please click on: alphavalue.com/Blog/vallourec… #Subscribe for direct access to emails #Steel #SteelProduct #OCTG #Europe #EquityResearch #stocks #Market #MarketUpdate
AlphaValue's #MorningMarketTip: #Kering - Delaying #Valentino acquisition adds financial flexibility. To read more, please click on: alphavalue.com/Blog/kering-4 #Subscribe for direct access to emails #Luxury #Fashion #Europe #EquityResearch #stocks #Market #MarketUpdate
AlphaValue's #MorningMarketTip: #NovoNordisk - Significant cost-cutting plan announced- Guidance for 25 slashed. To read more, please click on: alphavalue.com/Blog/novo-nord… #Subscribe for direct access to emails #US #Denmark #Wegovy #Ozempic #Europe #EquityResearch #stocks #Market
AlphaValue's #MorningMarketTip: #DeutscheTelekom - Worries are mounting over #TMobile (US) after #Echostar deal. To read more, please click on: alphavalue.com/Blog/deutsche-… #Subscribe for direct access to emails #US #Starlink #telecoms #Europe #EquityResearch #stocks #Market
AlphaValue's #MorningMarketTip: #BioNTech - Stock ADR surged 9% on Friday after positive Phase 3 drug development. To read more, please click on: alphavalue.com/Blog/biontech-0 #Subscribe for direct access to emails #Biotech #China #Europe #EquityResearch #stocks #Market
Bleak #Medtech Future: Medtechs are going nowhere. The post-#COVID darlings are no longer much in demand. alphavalue.com/Blog/bleak-med… #ValuationWise #Pharma #China #Europe #financials #stocks #StockMarket #EquityResearch
AlphaValue's #MorningMarketTip: #Safran - Disposal of Cabin interiors on the Agenda? To read more, please click on: alphavalue.com/Blog/safran-0 #Subscribe for direct access to emails #Aircraft #Aerospace #Defence #Europe #EquityResearch #stocks #Market
AlphaValue's #MorningMarketTip: #Publicis - Bullish comments at BOFA 2025 Media conference. To read more, please click on: alphavalue.com/Blog/publicis-0 #Subscribe for direct access to emails #Advertising #AI #WPP #Dentsu #PublicisSapient #Europe #EquityResearch #stocks
AlphaValue's #MorningMarketTip: #banks and LT Bonds sell off- The long-term rates keep rising across the world. To read more, please click on: alphavalue.com/Blog/banks-and… #Subscribe for direct access to emails #bankstocks #bank #banking #Bonds #Europe #EquityResearch #stocks
AlphaValue's #MorningMarketTip: #Nestlé - Another year, another CEO at the helm. To read more, please click on: alphavalue.com/Blog/nestle-0 #Subscribe for direct access to emails #Nestlé #Food #FoodRetail #Retail #Europe #EquityResearch #stocks
AlphaValue's #MorningMarketTip: #Novo Nordisk - Good news on the #cardiovascular front vs #EliLilly. To read more, please click on: alphavalue.com/Blog/novo-nord… #Subscribe for direct access to emails #Pharma #wegovy #Mounjaro #Zepbound #Europe #EquityResearch #stocks
Peak Banks? Will it be wise for a degree of profit-taking? alphavalue.com/Blog/peak-banks #ValuationWise #Banking #financials #stocks #StockMarket #EquityResearch
AlphaValue's #MorningMarketTip: #Elekta - Q2 outlook is weak but current levels offer an attractive entry point. To read more, please click on: alphavalue.com/Blog/elekta-0 #Subscribe for direct access to emails #MedTech #China #radiology #Europe #EquityResearch #stocks
AlphaValue's #MorningMarketTip: #PernodRicard - Slight beat in Operating level for FY results. Cautious guidance is in line with consensus. To read more, please click on: alphavalue.com/Blog/pernod-ri… #Subscribe for direct access to emails #Spirits #Europe #EquityResearch #stocks
AlphaValue's #MorningMarketTip: #Ageas - Solid H1 results - FY guidance marginally upgrade. To read more, please click on: alphavalue.com/Blog/ageas #Subscribe for direct access to emails #Insurance #China #Europe #EquityResearch #stocks
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