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31 October 2025
Household Or Cosmetics/Reckitt Or L'Oréal
A week ago, Reckitt posted splendid Q3 sales lifted by emerging markets demand, while L’Oréal saw growth in Gucci perfumes. Enough said.
31 October 2025
Puig Brands
Alphavalue Morning Market Tip
Good beat in Q3 and guidance increased - BUY confirmed.
24 October 2025
Ebitda Dreams Cont’d
AlphaValue resuscitated its 20-year Ebitda margin chart (ex Banks and Deep Cyclicals) and continu...
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17 October 2025
Telecoms Without A 'K'
Drop Deutsche Telekom, that quintessential member of the US telecom oligopoly, and the 20 telcos ...
10 October 2025
AI Capex, An Accident Waiting To Happen But Not Just Yet
While Gafam players essentially fund the AI craze through their abundant cash flows, the ecosystem...
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03 October 2025
ICE + H-1B Economics Will Test European Companies Too
Here is an arbitrary list of European issuers which must be scratching their heads about what to do ...
19 September 2025
V8 + PHEV = Auto’ Oxygen (For Now)
Do we feel an urge to test the sector again?
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