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12 February 2021
BBVA's superiority and optionality
BBVA is Spanish only by name. It is a global commercial-banking-oriented group, present in more th...
27 January 2021
Sanofi's mastermind at work
Since our last Teaser in November 2019, it has been a roller-coaster ride for Sanofi. While an impre...
19 January 2021
Stakeholding vs Shareholding means 71% of France out of reach
Since last March, AlphaValue has made the case that the pandemic was opening the door to a rebal...
19 January 2021
Stellantis is shooting for the stars
Stellantis is off to a strong start. At least that is what the solid share price performance suggests: +7....
14 January 2021
Strategic grocer like yoghurt, at a cost
The French Finance Minister is not afraid of callingFood Retailstrategic and being ridiculed for it, ...
12 January 2021
Last week's winners: Oil, Metal and Green Wind
We looked at stocks that stood in the best decile of performers both last week to 08/01/2021 inclusiv...
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