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06 October 2020
Goodwill impairment warranted
At €1.8tn, the goodwill inventory in the AlphaValue coverage is at an all-time high and accounts for...
28 September 2020
Shame on Suez’s board and Parisian inbreeding exposed
The Veolia bid for Suez has exposed again the French penchant for boards of the same feather. Th...
22 September 2020
Wrong mix of volatility and downgrades
As US presidential elections near (mail votes start this week) and Trump feels under increased pres...
15 September 2020
Miners digging for new bosses?
Yet another senior Frenchman lost his head to the populace. That Mr JS Jacques’ undoing came fro...
01 September 2020
The Veolia/Suez merger, finally?
Veolia has made an offer to acquire29.9% of the Suez share held by Engie at €15.50/share, or a sub...
01 September 2020
Caixabank's welcomed defensive profile
As part of an indiscriminate sell-off, CaixaBank’s share price moved in tandem with the rest of...
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