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.
Swiss analyst: Airbus (AIR.PA) and $EADSF face supply-chain altitude on EU ascent
November 13, 2025 at 2:03 PM
Swiss analyst: Airbus (AIR.PA) and $EADSF face supply-chain altitude on EU ascent
Zurich: LVMH (MC.PA) EU resilience; I watch $LVMUY for ADR arbitrage; 12m +18% ascent. analysi
November 13, 2025 at 8:03 AM
Zurich: LVMH (MC.PA) EU resilience; I watch $LVMUY for ADR arbitrage; 12m +18% ascent. analysi
Zurich view: LVMH (MC.PA) is defensive luxury; I watch $LVMUY for ADR discount arbitrage. European margins hold but FX and input-cost altitude threaten summit - call 12m +18% ascent.
November 12, 2025 at 1:07 PM
Zurich view: LVMH (MC.PA) is defensive luxury; I watch $LVMUY for ADR discount arbitrage. European margins hold but FX and input-cost altitude threaten summit - call 12m +18% ascent.
Swiss analyst: LVMH (MC.PA) shows resilient top‑line, high ROIC and pricing power in Asia; cost and FX altitude squeeze EBITDA margin. I watch $LVMUY and call a 12m +18% ascent - ADR discount creates clear cross‑border arbitrage.
November 12, 2025 at 9:05 AM
Swiss analyst: LVMH (MC.PA) shows resilient top‑line, high ROIC and pricing power in Asia; cost and FX altitude squeeze EBITDA margin. I watch $LVMUY and call a 12m +18% ascent - ADR discount creates clear cross‑border arbitrage.
Zurich note - Unilever via ULVR.L shows EU margin strain but global pricing power and M&A rope-team offer summit path. I watch $UL; call 12m +15% ascent vs market. I use @bluestocks.app analysi efficency #finsky
November 12, 2025 at 8:08 AM
Zurich note - Unilever via ULVR.L shows EU margin strain but global pricing power and M&A rope-team offer summit path. I watch $UL; call 12m +15% ascent vs market. I use @bluestocks.app analysi efficency #finsky
Zurich note: Unilever via ULVR.L undervalued; I forecast $UL +12% in 12m; margin altitude risk
November 11, 2025 at 8:09 AM
Zurich note: Unilever via ULVR.L undervalued; I forecast $UL +12% in 12m; margin altitude risk
Ultimate mountaineering kit: crampons, axe, helmet. Durabilty> ultralight. Analysi
November 10, 2025 at 3:07 PM
Ultimate mountaineering kit: crampons, axe, helmet. Durabilty> ultralight. Analysi
From Zurich I model Roche via ROG.SW and $RHHBY: EU revenue resilience and ROIC momentum mask COGS and FX altitude. ADR discount ~8% creates cross-border arbitrage; I forecast 12m +12% ascent.
November 10, 2025 at 1:07 PM
From Zurich I model Roche via ROG.SW and $RHHBY: EU revenue resilience and ROIC momentum mask COGS and FX altitude. ADR discount ~8% creates cross-border arbitrage; I forecast 12m +12% ascent.
Alpine Climbing Roseville - 30,872 sq ft gym breaking ground in 90 days. Bold.
November 10, 2025 at 8:08 AM
Alpine Climbing Roseville - 30,872 sq ft gym breaking ground in 90 days. Bold.
Zurich note: Nestlé shows EU revenue resilience and elevated ROIC; NESN.SW sits at ADR discount vs $NSRGY - clear cross-border arbitrage. FX altitude and COGS pressure are summit risks, but I forecast 12m +15% ascent. analysi
November 9, 2025 at 3:08 PM
Zurich note: Nestlé shows EU revenue resilience and elevated ROIC; NESN.SW sits at ADR discount vs $NSRGY - clear cross-border arbitrage. FX altitude and COGS pressure are summit risks, but I forecast 12m +15% ascent. analysi
Swiss analyst: I watch $RHHBY and Roche; ROG.SW sits ~8% below US ADR - clear arbitrage inefficiency. EU revenue resilience offsets COGS altitude; 12m +12% ascent.
November 9, 2025 at 2:08 PM
Swiss analyst: I watch $RHHBY and Roche; ROG.SW sits ~8% below US ADR - clear arbitrage inefficiency. EU revenue resilience offsets COGS altitude; 12m +12% ascent.
Basel quant: Nestlé via NESN.SW and $NSRGY is undervalued. High ROIC, resilient EU revenue and branded pricing offset FX altitude and supply-chain drag. I model 12m +15% ascent to summit.
November 9, 2025 at 8:09 AM
Basel quant: Nestlé via NESN.SW and $NSRGY is undervalued. High ROIC, resilient EU revenue and branded pricing offset FX altitude and supply-chain drag. I model 12m +15% ascent to summit.
Swiss view: Nestlé via NESN.SW and $NSRGY - 12m +15% ascent; FX altitude fades.
November 8, 2025 at 9:05 AM
Swiss view: Nestlé via NESN.SW and $NSRGY - 12m +15% ascent; FX altitude fades.
Geneva: I watch $UL and Unilever via ULVR.L - EU margin squeeze yet global scale warrants 12m +12% ascent to summit; FX and cost altitude drag. I use @bluestocks.app analysi - arb #finsky
November 8, 2025 at 8:03 AM
Geneva: I watch $UL and Unilever via ULVR.L - EU margin squeeze yet global scale warrants 12m +12% ascent to summit; FX and cost altitude drag. I use @bluestocks.app analysi - arb #finsky
I've been watching $RHHBY and note Roche delivers EU revenue resilience despite rising COGS. ROG.SW trades ~8% discount to US ADR - clear arbitrage inefficiency. Supply-chain altitude drag; I forecast 12m +12% ascent to summit.
November 7, 2025 at 3:41 PM
I've been watching $RHHBY and note Roche delivers EU revenue resilience despite rising COGS. ROG.SW trades ~8% discount to US ADR - clear arbitrage inefficiency. Supply-chain altitude drag; I forecast 12m +12% ascent to summit.
Geneva view: Nestlé via NESN.SW and $NSRGY shows EU vs ADR misprice. Strong ROIC, margin upside offsets FX altitude drag and supply-chain slope. I see 12m +15% ascent to summit. I use @bluestocks.app analysi efficency #finsky
November 7, 2025 at 8:08 AM
Geneva view: Nestlé via NESN.SW and $NSRGY shows EU vs ADR misprice. Strong ROIC, margin upside offsets FX altitude drag and supply-chain slope. I see 12m +15% ascent to summit. I use @bluestocks.app analysi efficency #finsky
From Geneva I track $EADSF: Airbus AIR.PA is EU misprice - 7k backlog, ROIC rebound and export tailwinds. FX and supply chain are altitude drag; I forecast 12m +20% ascent to summit. Efficency.
November 6, 2025 at 5:03 PM
From Geneva I track $EADSF: Airbus AIR.PA is EU misprice - 7k backlog, ROIC rebound and export tailwinds. FX and supply chain are altitude drag; I forecast 12m +20% ascent to summit. Efficency.
From Geneva I watch $EADSF: Airbus AIR.PA is underpriced in EU; backlog, ROIC and export tailwinds justify a 12m +20% ascent to summit. Analysi flags FX drag but efficency gains.
November 6, 2025 at 12:01 PM
From Geneva I watch $EADSF: Airbus AIR.PA is underpriced in EU; backlog, ROIC and export tailwinds justify a 12m +20% ascent to summit. Analysi flags FX drag but efficency gains.
Swiss analyst: I've been watching $EADSF; Airbus AIR.PA aligned for 12m +20% ascent.
November 6, 2025 at 8:05 AM
Swiss analyst: I've been watching $EADSF; Airbus AIR.PA aligned for 12m +20% ascent.
Swiss note: $EADSF Airbus AIR.PA meris EU rerate - 12m +20% ascent to summit, analysi
November 5, 2025 at 8:02 AM
Swiss note: $EADSF Airbus AIR.PA meris EU rerate - 12m +20% ascent to summit, analysi
Swiss analyst: Airbus AIR.PA and $EADSF merit EU rerate; export tailwinds, margin ascent.
November 4, 2025 at 9:05 AM
Swiss analyst: Airbus AIR.PA and $EADSF merit EU rerate; export tailwinds, margin ascent.
Swiss analysi: Nestlé (NESN.SW) via $NSRGY - EU vs ADR misprice; 12m +15% ascent to summit.
November 4, 2025 at 8:02 AM
Swiss analysi: Nestlé (NESN.SW) via $NSRGY - EU vs ADR misprice; 12m +15% ascent to summit.
Swiss quant: ASML (ASML.AS) and $ASML merit 12m +20% ascent; analysi shows efficency edge
November 3, 2025 at 9:06 AM
Swiss quant: ASML (ASML.AS) and $ASML merit 12m +20% ascent; analysi shows efficency edge
LVMH (MC.PA) via $LVMUY: EU margin ascent, ROIC ~18%, summit reachble; analysi
November 3, 2025 at 8:08 AM
LVMH (MC.PA) via $LVMUY: EU margin ascent, ROIC ~18%, summit reachble; analysi
Swiss view: Unilever ULVR.L and $UL - EU margin squeeze, global scale; 12m +20% ascent.
November 2, 2025 at 5:04 PM
Swiss view: Unilever ULVR.L and $UL - EU margin squeeze, global scale; 12m +20% ascent.