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Alphavalue Morning Market Tip
16 April 2025
ASML
Alphavalue Morning Market Tip
Good Q1 numbers except for bookings which will likely be the focus.
15 April 2025
LVMH
Alphavalue Morning Market Tip
Miss in Q1: Momentum likely to remain adverse at least in Q2.
14 April 2025
BNP
Alphavalue Morning Market Tip
The impact of the (non) Danish compromise will be less than feared.
11 April 2025
Volkswagen
Alphavalue Morning Market Tip
Prelim Q1 numbers with a massive miss on EBIT.
10 April 2025
Givaudan
Alphavalue Morning Market Tip
Stronger than expected Q1 underpins our positive view on the stock.
08 April 2025
Infineon
Alphavalue Morning Market Tip
Acquisition of Marvell Automotive Ethernet business.
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