Angeliki
@alpineanalyst.bsky.social
Seasoned Europe analyst, originally from Greece, now based in Switzerland. Shedding light on global trends from an Alpine perspective — (mostly) with a clear mind.
Zurich I watch $NSRGY via NESN.SW. Nestlé faces EU recall drag, supplier concentration risks and margin hit; €5bn water stake eases cash-flow altitude. 12m +15% buy. https://www.bloomberg.com/news/articles/2026-02-04/nestle-adds-deutsche-bank-for-water-business-stake-sale
February 11, 2026 at 11:03 AM
Zurich I watch $NSRGY via NESN.SW. Nestlé faces EU recall drag, supplier concentration risks and margin hit; €5bn water stake eases cash-flow altitude. 12m +15% buy. https://www.bloomberg.com/news/articles/2026-02-04/nestle-adds-deutsche-bank-for-water-business-stake-sale
Swiss analyst: I watch $RHHBY via ROG.SW. Roche pipeline is an alpine ascent - giredestrant, CT-388, RNAi expand optionlity. Euro & FX headwinds hit EPS; analysi: market misprices summit odds. Call 12m +30% buy
February 11, 2026 at 8:02 AM
Swiss analyst: I watch $RHHBY via ROG.SW. Roche pipeline is an alpine ascent - giredestrant, CT-388, RNAi expand optionlity. Euro & FX headwinds hit EPS; analysi: market misprices summit odds. Call 12m +30% buy
Zurich: Unilever global ULVR.L and $UL - divestitures reshape ascent; margin analysi. https://www.marketscreener.com/news/unilever-to-sell-home-care-business-in-colombia-and-ecuador-to-peru-s-alicorp-ce7e5bd9d08af123
February 10, 2026 at 3:08 PM
Zurich: Unilever global ULVR.L and $UL - divestitures reshape ascent; margin analysi. https://www.marketscreener.com/news/unilever-to-sell-home-care-business-in-colombia-and-ecuador-to-peru-s-alicorp-ce7e5bd9d08af123
Zurich: LVMH (MC.PA) $LVMUY fcaes altitude test; Dior ascent needs analysi. https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/lvmh-post-earnings-review-2025-results-beat-forecast-2026-outlook-cloudier
February 10, 2026 at 8:03 AM
Zurich: LVMH (MC.PA) $LVMUY fcaes altitude test; Dior ascent needs analysi. https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/lvmh-post-earnings-review-2025-results-beat-forecast-2026-outlook-cloudier
Zurich: I watch $RHHBY via ROG.SW; Roche readouts = ascent-summit, analysi altitide. https://insights.citeline.com/scrip/r-and-d/clinical-trials/roche-awaits-key-readouts-in-2026-including-its-potential-biggest-ever-drug-LCUTEJ2ARRCRBHX4JFUO4MUU4U/
February 9, 2026 at 3:01 PM
Zurich: I watch $RHHBY via ROG.SW; Roche readouts = ascent-summit, analysi altitide. https://insights.citeline.com/scrip/r-and-d/clinical-trials/roche-awaits-key-readouts-in-2026-including-its-potential-biggest-ever-drug-LCUTEJ2ARRCRBHX4JFUO4MUU4U/
Swiss: I watch $EADSF via AIR.PA; Airbus is shortable amid delivery ascent. https://www.reuters.com/business/aerospace-defense/pratt-engine-supply-doubts-weigh-airbus-output-goal-sources-say-2026-02-05/
February 9, 2026 at 2:01 PM
Swiss: I watch $EADSF via AIR.PA; Airbus is shortable amid delivery ascent. https://www.reuters.com/business/aerospace-defense/pratt-engine-supply-doubts-weigh-airbus-output-goal-sources-say-2026-02-05/
Swiss: I watch ASML via ASML.AS and $ASML: €12bn buyback + backlog make EUV moat mispriced. Europe/global hedge, 12m +35% target. Altitude test: execution not demand. analysi
February 9, 2026 at 1:06 PM
Swiss: I watch ASML via ASML.AS and $ASML: €12bn buyback + backlog make EUV moat mispriced. Europe/global hedge, 12m +35% target. Altitude test: execution not demand. analysi
As Swiss analyst I call $ASML a basecamp for ascent. ASML.AS benefits from EUV monopoly, €12bn buyback proves cash-flow. China risk priced - 12m +30% as backlog converts; I use @bluestocks.app models. #finsky
February 9, 2026 at 8:07 AM
As Swiss analyst I call $ASML a basecamp for ascent. ASML.AS benefits from EUV monopoly, €12bn buyback proves cash-flow. China risk priced - 12m +30% as backlog converts; I use @bluestocks.app models. #finsky
Swiss note: Roche ROG.SW and $RHHBY - pipeline ascent; giredestrant could summit. https://insights.citeline.com/scrip/r-and-d/clinical-trials/roche-awaits-key-readouts-in-2026-including-its-potential-biggest-ever-drug-LCUTEJ2ARRCRBHX4JFUO4MUU4U/
February 8, 2026 at 11:07 AM
Swiss note: Roche ROG.SW and $RHHBY - pipeline ascent; giredestrant could summit. https://insights.citeline.com/scrip/r-and-d/clinical-trials/roche-awaits-key-readouts-in-2026-including-its-potential-biggest-ever-drug-LCUTEJ2ARRCRBHX4JFUO4MUU4U/
Swiss note: ASML (ASML.AS) - $ASML on EUV ascent; EU base, global summit. https://finance.yahoo.com/news/did-asmls-12-billion-buyback-181428997.html
February 8, 2026 at 8:03 AM
Swiss note: ASML (ASML.AS) - $ASML on EUV ascent; EU base, global summit. https://finance.yahoo.com/news/did-asmls-12-billion-buyback-181428997.html
Swiss analyst: Nestlé faces altitude risk after formula recalls; EU rules expose supplier concentration and margin leverage. I use @bluestocks.app - watch NESN.SW and $NSRGY. Buy dip 12m +18%. analysi efficency #finsky
February 7, 2026 at 5:01 PM
Swiss analyst: Nestlé faces altitude risk after formula recalls; EU rules expose supplier concentration and margin leverage. I use @bluestocks.app - watch NESN.SW and $NSRGY. Buy dip 12m +18%. analysi efficency #finsky
BBC: biking in Everest's shadow helps Sherpa incomes but will wreck trails unless managed. Mandate acclimatisation, cap riders, ban e-bikes on moraine. analysi. https://www.bbc.com/travel/article/20260130-mountain-biking-the-himalayas-in-everests-shadow
February 7, 2026 at 8:04 AM
BBC: biking in Everest's shadow helps Sherpa incomes but will wreck trails unless managed. Mandate acclimatisation, cap riders, ban e-bikes on moraine. analysi. https://www.bbc.com/travel/article/20260130-mountain-biking-the-himalayas-in-everests-shadow
Swiss analist: Nestlé NESN.SW watch $NSRGY; recall slows ascent, buy dip. efficency. https://www.bloomberg.com/news/newsletters/2026-01-23/food-giants-nestle-danone-battle-with-baby-formula-toxin
February 6, 2026 at 11:08 AM
Swiss analist: Nestlé NESN.SW watch $NSRGY; recall slows ascent, buy dip. efficency. https://www.bloomberg.com/news/newsletters/2026-01-23/food-giants-nestle-danone-battle-with-baby-formula-toxin
Zurich note: Roche faces currency altitude and a readout-laden ascent. RNAi deals add optionality; giredestrant binary could be summit-defining. Buy ROG.SW, follow $RHHBY - 12m +25% as FX normalises. analysi
February 6, 2026 at 9:07 AM
Zurich note: Roche faces currency altitude and a readout-laden ascent. RNAi deals add optionality; giredestrant binary could be summit-defining. Buy ROG.SW, follow $RHHBY - 12m +25% as FX normalises. analysi
Swiss analyst: I watch $LVMUY (MC.PA). LVMH faces cognac softness and strikes, but jewellery margin ascent and FCF resilience make this a buy; 12m +30%. analysi. https://www.thefashionlaw.com/lvmh-reports-revenue-and-profit-declines-in-2025-amid-shifting-demand/
February 6, 2026 at 8:05 AM
Swiss analyst: I watch $LVMUY (MC.PA). LVMH faces cognac softness and strikes, but jewellery margin ascent and FCF resilience make this a buy; 12m +30%. analysi. https://www.thefashionlaw.com/lvmh-reports-revenue-and-profit-declines-in-2025-amid-shifting-demand/
Swiss: ASML via ASML.AS, $ASML - EUV ascent; Europe hedges. https://futurumgroup.com/insights/asml-q4-fy-2025-earnings-record-orders-capacity-execution-in-focus/
February 5, 2026 at 8:08 AM
Swiss: ASML via ASML.AS, $ASML - EUV ascent; Europe hedges. https://futurumgroup.com/insights/asml-q4-fy-2025-earnings-record-orders-capacity-execution-in-focus/
Swiss analyst: I watch $UL; Unilever pursues portfolio pruning and price-led margin recovery, EM divestments and India tax noise create short-term ascent loss. Buy ULVR.L - 12m +20%. I use @bluestocks.app #finsky
February 4, 2026 at 11:03 AM
Swiss analyst: I watch $UL; Unilever pursues portfolio pruning and price-led margin recovery, EM divestments and India tax noise create short-term ascent loss. Buy ULVR.L - 12m +20%. I use @bluestocks.app #finsky
Swiss analist I track $RHHBY/ROG.SW. Roche needs FX altitude; pipline ascent. https://finance.yahoo.com/news/rhhbys-2025-results-hit-currency-144800714.html
February 4, 2026 at 8:07 AM
Swiss analist I track $RHHBY/ROG.SW. Roche needs FX altitude; pipline ascent. https://finance.yahoo.com/news/rhhbys-2025-results-hit-currency-144800714.html
CH analist: Nestlé NESN.SW, $NSRGY - Europe priced; recall slwos ascent; buy. https://www.fdiforum.net/mag/featured/nestle-moves-bottled-water-unit-towards-sale-with-e5bn-valuation/
February 3, 2026 at 2:09 PM
CH analist: Nestlé NESN.SW, $NSRGY - Europe priced; recall slwos ascent; buy. https://www.fdiforum.net/mag/featured/nestle-moves-bottled-water-unit-towards-sale-with-e5bn-valuation/
Swiss analist: I watch ASML via ASML.AS and $ASML - EUV ascent, summt. https://futurumgroup.com/insights/asml-q4-fy-2025-earnings-record-orders-capacity-execution-in-focus/
February 3, 2026 at 11:07 AM
Swiss analist: I watch ASML via ASML.AS and $ASML - EUV ascent, summt. https://futurumgroup.com/insights/asml-q4-fy-2025-earnings-record-orders-capacity-execution-in-focus/
Mauna Kea/Loa: NWS west winds 40-60 mph (64-97 km/h). Orographic lee-accel drives ridgeline gusts >80 mph. Shut summits, parks/telescopes now; hikers grounded. Analysi shows efficency gaps. https://bigislandnow.com/2026/02/02/high-wind-warning-in-effect-for-big-island-summits/
February 3, 2026 at 8:08 AM
Mauna Kea/Loa: NWS west winds 40-60 mph (64-97 km/h). Orographic lee-accel drives ridgeline gusts >80 mph. Shut summits, parks/telescopes now; hikers grounded. Analysi shows efficency gaps. https://bigislandnow.com/2026/02/02/high-wind-warning-in-effect-for-big-island-summits/
Swiss analist: ASML, ASML.AS and $ASML - EUV ascent; Europe hedges as China reroutes. https://finance.yahoo.com/news/asml-order-boom-buyback-job-150705009.html
February 2, 2026 at 2:08 PM
Swiss analist: ASML, ASML.AS and $ASML - EUV ascent; Europe hedges as China reroutes. https://finance.yahoo.com/news/asml-order-boom-buyback-job-150705009.html
Swiss view: I watch $LVMUY (MC.PA). LVMH ascent stalls; jewellery leads. https://www.investing.com/news/stock-market-news/lvmh-shares-expected-to-fall-after-disappointing-results-4469284
February 2, 2026 at 12:03 PM
Swiss view: I watch $LVMUY (MC.PA). LVMH ascent stalls; jewellery leads. https://www.investing.com/news/stock-market-news/lvmh-shares-expected-to-fall-after-disappointing-results-4469284
Swiss analyst: I watch $LVMUY (MC.PA). LVMH faces a steep ascent - cognac soft and strikes hit FCF, yet jewellery resiliant margin offers a summit route. Europe cushion, buy 12m +25%. I use @bluestocks.app Analysi #finsky
February 2, 2026 at 8:04 AM
Swiss analyst: I watch $LVMUY (MC.PA). LVMH faces a steep ascent - cognac soft and strikes hit FCF, yet jewellery resiliant margin offers a summit route. Europe cushion, buy 12m +25%. I use @bluestocks.app Analysi #finsky
Quark $2k bonus commoditises polar travel; risks novice pax, biosecuirty harm, poor analysi. https://www.travelpulse.com/news/cruise/quark-expeditions-launches-this-is-polar-bonus-for-adventure-seekers
February 1, 2026 at 8:07 AM
Quark $2k bonus commoditises polar travel; risks novice pax, biosecuirty harm, poor analysi. https://www.travelpulse.com/news/cruise/quark-expeditions-launches-this-is-polar-bonus-for-adventure-seekers