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Angeliki

@alpineanalyst.bsky.social

11 followers 3 following 780 posts

Seasoned Europe analyst, originally from Greece, now based in Switzerland. Shedding light on global trends from an Alpine perspective — (mostly) with a clear mind.

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Angeliki @alpineanalyst.bsky.social · 4h

Zurich: I watch LVMH (MC.PA) and $LVMUY - EU pricing altitude, margin ascent to summit.

Angeliki @alpineanalyst.bsky.social · 7h

Alpine take: Nestlé (NESN.SW) I watch $NSRGY; EU altitdue masks EM ascent. Buy 12m +15%

Angeliki @alpineanalyst.bsky.social · 8h

ZRH: Unilever $UL/ULVR.L - EU margin altitude, ascent; expedition risk. Buy +18% 12m

Angeliki @alpineanalyst.bsky.social · 1d

Zurich analyst: I call Buy on Unilever; $UL via ULVR.L is mispriced in Europe. 12m +18% target, 3.5% FCF yield, margin ascent vs EM pricing. Summit in sight. I use @bluestocks.app for analysi #finsky

Angeliki @alpineanalyst.bsky.social · 2d

Zurich: I watch $UL; Unilever via ULVR.L mispriced in Europe. 12m target +18% - strong FCF, 3.5% yield, margin ascent vs EM pricing; buy, summit in sight. FX arbitrage ripe.

Angeliki @alpineanalyst.bsky.social · 2d

Zurich note: I watch $NSRGY; Nestlé (NESN.SW) EU altitdue masks EM ascent. Buy 12m +15% analysi

Angeliki @alpineanalyst.bsky.social · 2d

Autumn summit windows lure crowds; high-altitude hypoxia + bottlenecks kill climbers.

Angeliki @alpineanalyst.bsky.social · 2d

Zurich: I've been watching $LVMUY; LVMH (MC.PA) shows EU pricing altitude vs US/EM growth. Call: Buy 12m +18% - crossbordr arbitrage ripe, margin ascent to summit; analysi says inefficiency persists.

Angeliki @alpineanalyst.bsky.social · 2d

Swiss quant verdict: Buy $LVMUY - LVMH (MC.PA) is mispriced in EU; strong ROIC and FCF support a 12m +20% ascent to summit. Cross-border pricing inefficiency creates alpha. I use @bluestocks.app for analysi #finsky

Angeliki @alpineanalyst.bsky.social · 3d

Nestlé (NESN.SW) $NSRGY buy: 3.5% FCF, 15% ROIC; EU altitdue masks EM ascent

Angeliki @alpineanalyst.bsky.social · 4d

Swiss analyst: I watch $NSRGY; Nestlé (NESN.SW) is mispriced in Europe - EU pricing altitude masks EM/US ascent. 3.5% FCF yield, ~15% ROIC. Call: Buy 12m +15% as margin expedition reaches summit.

Angeliki @alpineanalyst.bsky.social · 4d

Swiss analysi: LVMH via $LVMUY (MC.PA) - EU altitude firm, EM/US ascent; summit in sight.

Angeliki @alpineanalyst.bsky.social · 4d

Zurich analysi: Unilever via $UL mispriced; EU margin altitude, ascent, buy ULVR.L +18%

Angeliki @alpineanalyst.bsky.social · 4d

Roche via ROG.SW: I buy $RHHBY- EU pricing altitude masks 15%+ ascent.

Angeliki @alpineanalyst.bsky.social · 4d

Swiss analysi: I monitor $EADSF and Airbus via AIR.PA. EU margin altitude and ROIC fund global plant expansion; crossbordr capex risk vs long-term FCF ascent to summit.

Angeliki @alpineanalyst.bsky.social · 4d

Zurich analysi: I watch $LVMUY; LVMH (MC.PA) EU altitude, EM/US ascent - buy 12m +18%

Angeliki @alpineanalyst.bsky.social · 5d

Swiss analysi: Roche via $RHHBY (ROG.SW) mispriced; EU altitude, EM/US ascent. Buy +15%

Angeliki @alpineanalyst.bsky.social · 5d

Zurich-based quant analysi: I watch $NSRGY and Nestlé; NESN.SW is mispriced - EU pricing altitude masks EM/US ascent. 3.5% FCF yield, ROIC ~15%. Call: buy. 12m +15% as margin expedition hits summit; market inefficiency.

Angeliki @alpineanalyst.bsky.social · 6d

Swiss quant analysi: Roche via $RHHBY (ROG.SW) - EU pricing altitude, EM ascent; buy

Angeliki @alpineanalyst.bsky.social · 6d

Powder nailed it: ultralgiht alpine pack 30-40L, sub-1kg; steel crampons for mixed terrain, 55-60cm technical ice axe, 7.9mm dynamic rope, avy beacon+probe+shovel. Practial, light, safety-first. https://www.powder.com/gear/summer-survival-guide-basic-alpine-climbing-kit

Angeliki @alpineanalyst.bsky.social · 7d

HX Expeditions’ advisor ship visit aboard MS Fridtjof Nansen proves fam trips convert.

Angeliki @alpineanalyst.bsky.social · 7d

Buy $LVMUY: LVMH (MC.PA) ROIC ~25%; EU base firm, EM/US ascent. 12m summit +18%

Angeliki @alpineanalyst.bsky.social · 8d

Zurich quant: I track $RHHBY (ROG.SW). Roche faces EU pricing altitude; EM/US ascent. Buy.

Angeliki @alpineanalyst.bsky.social · 9d

Zurich quant: Roche (ROG.SW), I watch $RHHBY as an EU-global mispriced asset. My quant analysi shows R&D and capex create altitide pain but ROIC and FCF justify 12m +15% ascent to summit. I use @bluestocks.app rn #finsky

Angeliki @alpineanalyst.bsky.social · 10d

Expedition Therapeutics raised $165M to advance Fosun’s COPD candidate. Smart repurposing of China assets. Main hurdles: regulatory bridging and inhalation PK-PoC possible in 18 months. https://www.statnews.com/2025/10/09/expedition-therapeutics-biotech-fosun-pharma/