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Sebastien Couvidat

 
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  • Bank Of China Is Priced For A Major Catastrophe
    Tue, Aug. 19 BAC, WFC, BACHY 19 Comments

    Summary

    • Bank of China Limited is severely undervalued, despite very good financial results compared to major U.S. banks like Wells Fargo and Bank of America.
    • The U.S. stock market appears fairly valued or even overpriced now, while the Chinese market is one of the cheapest in the world: investing in China makes sense.
    • On a fundamental level, Bank of China is a buy.
  • Credit Agricole Appears Undervalued And Has A Good Potential Upside
    Tue, Aug. 12 CRARY 2 Comments

    Summary

    • The U.S. market appears overvalued, while France is still relatively cheap: it seems like a good time to invest overseas, especially after the recent price drops.
    • Of the three major French banking groups, Credit Agricole is the cheapest, and has decent growth prospects.
    • There are still significant risks with Credit Agricole: pending litigation in the U.S. and in the European Union, exposure to southern European economy, and collateral damages of the Ukraine crisis.
  • Orange - Dragged Again Into A Mobile Price War
    Dec. 23, 2013 ORAN 12 Comments
  • Event Study Of Mortgage REITs' Price Drops: Surprise! Investors Do Over React.
    Oct. 2, 2013 AGNC, ARR, CIM 7 Comments
  • Vivendi's Asset Disposals And Undervaluation Scream Buy
    Editors' Pick • Sep. 5, 2013 ORAN, VIVHY 5 Comments
  • Not All mREITs Are Created Equal, And Why Apollo Commercial Real Estate Finance (ARI) Is A Top Choice
       • Aug. 13, 2013 AGNC, ARI 17 Comments
  • Orange: Time To Get Back In?
    Editors' Pick • Aug. 7, 2013 VOD, ORAN 39 Comments
  • Annaly: A Good Investment To Benefit From Rising Rates?
    Jul. 15, 2013 PMT, TWO, NLY 45 Comments
  • Annaly Dividends Should Benefit From The Current Interest Rate Environment
    Editors' Pick • Jul. 1, 2013 NLY 45 Comments