BCP's Polish stigma
BCP has been one the worst performers among our banks’ universe year-to-date. At -60%, the stoc...
When the CCP bangs on the table
While eyes are looking west at the unfolding US presidential elections, the real action for markets m...
On chinese opioids
LVMH's and Daimler's Q3 figures confirmed nearly on the same day that the Europ...
Fresh lockdowns, old earnings downgrades
‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a sta...
Unibail: the battle begins
Leon BRESSLER and Xavier NIEL (Iliad’s CEO), with a 4.1% stake (value of €200m at the current s...
Goodwill impairment warranted
At €1.8tn, the goodwill inventory in the AlphaValue coverage is at an all-time high and accounts for...