ALPHAVALUE

1/ 41% of our recommendations are #Sell or #Reduce. In #EquityResearch, that number says more about independence than any mission statement. Here's why 🧵

AlphaValue's #MorningMarketTip: #Sanofi - Very strong beat in Q3 with guidance raised. To read more about our expert opinion, click on: alphavalue.com/Blog/sanofi-5 #Subscribe for direct access to emails #Sanofi #Pharma #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #Volkswagen - 4% miss in Q3 but FY guidance fully confirmed. To read more about our expert opinion, click on: alphavalue.com/Blog/volkswag… #Subscribe for direct access to emails #Volkswagen #Carmaker #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #ASMInternational - Strong (as expected) Q3 results - Guidance raised. To read more about our expert opinion, click on: alphavalue.com/Blog/asmi #Subscribe for direct access to emails #Semiconductors #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #HSBC - Ok-ish results, but slowdown in wealth dynamic is worrying To read more about our expert opinion, click on: alphavalue.com/Blog/hsbc #Subscribe for direct access to emails #HSBC #Banks #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #Eurazeo - Change of governance with one CEO at the helm. To read more about our expert opinion, click on: alphavalue.com/Blog/eurazeo #Subscribe for direct access to emails #Holding #Governance #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #Nestlé - Volumes beat in Q3 lead to marginally better Q3 sales. To read more about our expert opinion, click on: alphavalue.com/Blog/nestle-3 #Subscribe for direct access to emails #Nestlé #Food #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #Carrefour - Strong Q3 sales but profit warning on the French situation. To read more about our expert opinion, click on: alphavalue.com/Blog/carrefou… #Subscribe for direct access to emails #Carrefour #FoodRetail #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #ABB - Orders beat and results in line are insufficient given valuation. To read more about our expert opinion, click on: alphavalue.com/Blog/abb-1 #Subscribe for direct access to emails #PowerEquipment #AI #Datacenter #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #DHL - Strong Q2 figures and upgraded 2026 targets. To read more about our expert opinion, click on: alphavalue.com/Blog/dhl #Subscribe for direct access to emails #DHL #Logistics #EquityResearch #StockMarket

France is sinking, but there's gold beneath the surface. Business Contact: [email protected] Journalist Contact: [email protected] Read more here: lnkd.in/gErqRPhg #France #FrenchStocks #EquityResearch #FinancialAnalysis

AlphaValue's #MorningMarketTip: #Ferrovial - Second multibillion-dollar US express-lane project To read more about our expert opinion, click on: alphavalue.com/Blog/ferrovia… #Subscribe for direct access to emails #Ferrovial #Concession #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #HALTrust - Changes in structure brings in additional speculation. To read more about our expert opinion, click on: alphavalue.com/Blog/hal-trus… #Subscribe for direct access to emails #Holding #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #ASML - Good Q3 results and narrowed FY 26 sales guidance. To read more about our expert opinion, click on: alphavalue.com/Blog/asml-2 #Subscribe for direct access to emails #ASML #SemiconductorEquipment #EquityResearch #StockMarket

AlphaValue's #MorningMarketTip: #LVMH - Fashion and Leather disappoint - China remains a pressure point. To read more about our expert opinion, click on: alphavalue.com/Blog/lvmh-5 #Subscribe for direct access to emails #LVMH #Luxury #Fashion #Leather #EquityResearch #StockMarket