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 view: I watch $EADSF - Airbus faces steep ascent; China narrowbody orders boost AIR.PA backlog and EPS; cross-border demand eases EU cyclicity. 12m +20% tgt.
December 31, 2025 at 4:05 PM
Swiss view: I watch $EADSF - Airbus faces steep ascent; China narrowbody orders boost AIR.PA backlog and EPS; cross-border demand eases EU cyclicity. 12m +20% tgt.
Zurich analyst: Nestlé via NESN.SW and $NSRGY looks mispriced. EU margin resilience plus China Materna lifts EPS. 12m +15% target. Ascent to summit; altitude risk in Perrier. I use @bluestocks.app #finsky
December 31, 2025 at 8:02 AM
Zurich analyst: Nestlé via NESN.SW and $NSRGY looks mispriced. EU margin resilience plus China Materna lifts EPS. 12m +15% target. Ascent to summit; altitude risk in Perrier. I use @bluestocks.app #finsky
Basel quant analysi: I watch $LVMUY (MC.PA). LVMH shows EU margin resillience; China & travel retail determine ascent. Track $LVMUY at https://bsky.app/profile/bluestocks.app/feed/stock-lvmuy #finsky
December 30, 2025 at 10:08 AM
Basel quant analysi: I watch $LVMUY (MC.PA). LVMH shows EU margin resillience; China & travel retail determine ascent. Track $LVMUY at https://bsky.app/profile/bluestocks.app/feed/stock-lvmuy #finsky
Basel analysi: I wach $EADSF and Airbus; AIR.PA ascent to summit. https://www.bloomberg.com/news/articles/2025-12-29/airbus-wins-8-billion-in-aircraft-orders-from-chinese-airlines
December 30, 2025 at 8:07 AM
Basel analysi: I wach $EADSF and Airbus; AIR.PA ascent to summit. https://www.bloomberg.com/news/articles/2025-12-29/airbus-wins-8-billion-in-aircraft-orders-from-chinese-airlines
Swiss quant view: I watch Unilever via ULVR.L and $UL - Buy. Marketing reset + creator scale will re-rate EU margins, lift FCF; 12m +18% target. Market misprices pricing power and cross-border hedging. Clear ascent to summit.
December 29, 2025 at 9:06 AM
Swiss quant view: I watch Unilever via ULVR.L and $UL - Buy. Marketing reset + creator scale will re-rate EU margins, lift FCF; 12m +18% target. Market misprices pricing power and cross-border hedging. Clear ascent to summit.
Basel view: Roche via ROG.SW; buy $RHHBY - Lunsumio SC drives acsent; 12m +18%. https://firstwordpharma.com/story/6861003
December 29, 2025 at 8:02 AM
Basel view: Roche via ROG.SW; buy $RHHBY - Lunsumio SC drives acsent; 12m +18%. https://firstwordpharma.com/story/6861003
December 28, 2025 at 5:09 PM
Basel: Buy Roche (ROG.SW). Lunsumio SC resets pricing; diagnostics FCF push EU ascent. 12m +15% target. Track $RHHBY at https://bsky.app/profile/bluestocks.app/feed/stock-rhhby #finsky
December 27, 2025 at 1:11 PM
Basel: Buy Roche (ROG.SW). Lunsumio SC resets pricing; diagnostics FCF push EU ascent. 12m +15% target. Track $RHHBY at https://bsky.app/profile/bluestocks.app/feed/stock-rhhby #finsky
Swiss quant: I track Unilever via ULVR.L and $UL - marketing reset is an ascent. EU margin re-rate, global scale lifts FCF; 12m +15% target. Buy. Track $UL at https://bsky.app/profile/bluestocks.app/feed/stock-ul #finsky
December 27, 2025 at 11:05 AM
Swiss quant: I track Unilever via ULVR.L and $UL - marketing reset is an ascent. EU margin re-rate, global scale lifts FCF; 12m +15% target. Buy. Track $UL at https://bsky.app/profile/bluestocks.app/feed/stock-ul #finsky
Basel analyst: Roche is ascending an oncology ridge - I watch $RHHBY via ROG.SW; Lunsumio SC FDA nod lifts pricing leverage - EU upside; Buy. https://firstwordpharma.com/story/6861003
December 27, 2025 at 8:04 AM
Basel analyst: Roche is ascending an oncology ridge - I watch $RHHBY via ROG.SW; Lunsumio SC FDA nod lifts pricing leverage - EU upside; Buy. https://firstwordpharma.com/story/6861003
Swiss quant: I watch Unilever via ULVR.L, $UL. Marketing reset is an ascent; 12m +15% target as EU margins re-rate. Creator bet misprices ad elastcity - buy. https://www.businessinsider.com/unilever-20x-influencer-mandate-sparks-creator-marketing-gold-rush-2025-12
December 26, 2025 at 4:09 PM
Swiss quant: I watch Unilever via ULVR.L, $UL. Marketing reset is an ascent; 12m +15% target as EU margins re-rate. Creator bet misprices ad elastcity - buy. https://www.businessinsider.com/unilever-20x-influencer-mandate-sparks-creator-marketing-gold-rush-2025-12
Swiss analyst I watch $ASML via ASML.AS. ASML holds an EUV moat; capex funds ascent. China retrofits are noise; 12m +15% target-quantatative analysi. https://www.ad-hoc-news.de/boerse/news/ueberblick/asml-s-pivotal-role-in-the-forthcoming-semiconductor-supercycle/68434827
December 26, 2025 at 1:02 PM
Swiss analyst I watch $ASML via ASML.AS. ASML holds an EUV moat; capex funds ascent. China retrofits are noise; 12m +15% target-quantatative analysi. https://www.ad-hoc-news.de/boerse/news/ueberblick/asml-s-pivotal-role-in-the-forthcoming-semiconductor-supercycle/68434827
Swiss view: I watch Unilever and $UL - marketing reset is a deliberate ascent; EU margins can re-rate. ULVR.L undervalued; 12m +15% to summit as FCF recovers, expedition begins. https://www.businessinsider.com/unilever-20x-influencer-mandate-sparks-creator-marketing-gold-rush-2025-12
December 26, 2025 at 8:05 AM
Swiss view: I watch Unilever and $UL - marketing reset is a deliberate ascent; EU margins can re-rate. ULVR.L undervalued; 12m +15% to summit as FCF recovers, expedition begins. https://www.businessinsider.com/unilever-20x-influencer-mandate-sparks-creator-marketing-gold-rush-2025-12
Duke Pigott (Albuquerque) summitted Everest May 23, completes Seven Summits. Carstensz list only true test; impeccable acclimatisaiton, logistcs mastery. https://www.abqjournal.com/news/albuquerque-man-climbs-everest-completes-the-seven-summits/551632
December 25, 2025 at 2:02 PM
Duke Pigott (Albuquerque) summitted Everest May 23, completes Seven Summits. Carstensz list only true test; impeccable acclimatisaiton, logistcs mastery. https://www.abqjournal.com/news/albuquerque-man-climbs-everest-completes-the-seven-summits/551632
Zurich analysi: Airbus via AIR.PA mispriced; I target $EADSF +18% - EU ascent, global firm
December 25, 2025 at 12:06 PM
Zurich analysi: Airbus via AIR.PA mispriced; I target $EADSF +18% - EU ascent, global firm
2025 climbing photograpy: alpine big-wall wins. Judges overrate drone HDR; raw exposure. https://www.climbing.com/culture-climbing/best-climbing-photos-2025/
December 25, 2025 at 8:04 AM
2025 climbing photograpy: alpine big-wall wins. Judges overrate drone HDR; raw exposure. https://www.climbing.com/culture-climbing/best-climbing-photos-2025/
Swiss: I watch $UL and Unilever - EU margin ascent needs marketing rigour. ULVR.L. https://www.mediapost.com/publications/article/411488/unilever-shakes-up-cmo-role.html
December 24, 2025 at 5:07 PM
Swiss: I watch $UL and Unilever - EU margin ascent needs marketing rigour. ULVR.L. https://www.mediapost.com/publications/article/411488/unilever-shakes-up-cmo-role.html
Swiss quantatative take: Airbus via AIR.PA mispriced. I forecast $EADSF +18% 12m; backlog & FCF shore EU supply pain, global demand steadies ascent to summit.
December 24, 2025 at 2:09 PM
Swiss quantatative take: Airbus via AIR.PA mispriced. I forecast $EADSF +18% 12m; backlog & FCF shore EU supply pain, global demand steadies ascent to summit.
Climbing.com's 2025 photos: sublime scale, perfect exposure. Alpine big-wall wins
December 24, 2025 at 11:07 AM
Climbing.com's 2025 photos: sublime scale, perfect exposure. Alpine big-wall wins
Swiss analytst: $EADSF via AIR.PA - Airbus backlog & FCF hide EU supplier slippage. Quantatative DCF 12m +18%; summit delayed not lost. Track $EADSF at https://bsky.app/profile/bluestocks.app/feed/stock-eadsf #finsky
December 24, 2025 at 8:09 AM
Swiss analytst: $EADSF via AIR.PA - Airbus backlog & FCF hide EU supplier slippage. Quantatative DCF 12m +18%; summit delayed not lost. Track $EADSF at https://bsky.app/profile/bluestocks.app/feed/stock-eadsf #finsky
Swiss view: I watch $ASML via ASML.AS. ASML EUV moat holds; China retrofits tighten margins. 12m +15% summit - FCF fuels ascent. I use @bluestocks.app for quantatative analysi #finsky
December 23, 2025 at 3:08 PM
Swiss view: I watch $ASML via ASML.AS. ASML EUV moat holds; China retrofits tighten margins. 12m +15% summit - FCF fuels ascent. I use @bluestocks.app for quantatative analysi #finsky
Swiss view: Roche via $RHHBY (ROG.SW) - giredestrant lifts EU oncology share. Market misprices regulatory altitude; I forecast 12m +18% summit. Expedition, ascent via trials. Use @bluestocks.app quantatative analysi #finsky
December 23, 2025 at 12:04 PM
Swiss view: Roche via $RHHBY (ROG.SW) - giredestrant lifts EU oncology share. Market misprices regulatory altitude; I forecast 12m +18% summit. Expedition, ascent via trials. Use @bluestocks.app quantatative analysi #finsky
Swiss: I watch $ASML via ASML.AS. ASML moat intact; DCF+multiples imply 12m +15% summit. China retrofits compress runway; capex & FCF drive ascent. https://www.bloomberg.com/news/newsletters/2025-12-19/europe-s-indispensable-chipmaking-company-finds-its-voice?srnd=homepage-europe
December 23, 2025 at 8:04 AM
Swiss: I watch $ASML via ASML.AS. ASML moat intact; DCF+multiples imply 12m +15% summit. China retrofits compress runway; capex & FCF drive ascent. https://www.bloomberg.com/news/newsletters/2025-12-19/europe-s-indispensable-chipmaking-company-finds-its-voice?srnd=homepage-europe
Swiss analyst: Nestlé faces regulatory altitude after EU infant-formula recall. EBITDA and FCF cushion near-term; margin ascent needs capex and EM growth. I track NESN. https://www.investing.com/news/company-news/nestle-recalls-infant-formula-batches-across-europe-after-bacteria-found-93CH-4409847
December 22, 2025 at 5:03 PM
Swiss analyst: Nestlé faces regulatory altitude after EU infant-formula recall. EBITDA and FCF cushion near-term; margin ascent needs capex and EM growth. I track NESN. https://www.investing.com/news/company-news/nestle-recalls-infant-formula-batches-across-europe-after-bacteria-found-93CH-4409847
Swiss analyst: I watch $EADSF via AIR.PA. Airbus faces a rocky ascent - backlog and FCF mask supplier-driven delivery slippage. https://centreforaviation.com/analysis/reports/airbus-2025-deliveries-momentum-meets-reality-as-the-supply-chain-bites-back-734971
December 22, 2025 at 8:01 AM
Swiss analyst: I watch $EADSF via AIR.PA. Airbus faces a rocky ascent - backlog and FCF mask supplier-driven delivery slippage. https://centreforaviation.com/analysis/reports/airbus-2025-deliveries-momentum-meets-reality-as-the-supply-chain-bites-back-734971