Baltic Focus Baltic Corporate Excellence
RESEARCH & INSIGHTS
Our thinking, made visible.
Alphinox publishes selected research on companies, markets and the forces affecting long-term investment outcomes.
The objective is not to comment on every market move. We publish when there is a question worth examining, an investment assumption worth challenging or a development that deserves a closer look.
Latest research
Recent research and insights.
Baltic Focus Baltic Market Review
Baltic Market 2025 review and playlist
Baltic Focus Baltic Corporate Excellence
Baltic Corporate Excellence Award 2025
Macro Lens
Political talks and real impact
Baltic Focus Baltic Market Review
Baltic Market Year End Review and Playlist 2024
Macro Lens
How the Global Equity Markets are changing?
Baltic Focus
Opinion about Kalve Coffee IPO
Baltic Focus Baltic Corporate Excellence
Baltic Corporate Excellence Award 2024
Investment Themes
Industry Bets – Is it worth it?
Investment Themes
The winner takes it all
Three lenses
Different perspectives. A clearer picture.
Our research is organised into three complementary lenses, each offering a distinct perspective on investment opportunities and risks.
Investment Themes
Valuation, business quality, sectors and structural investment ideas.
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Rates, economic cycles, geopolitics and broader market developments viewed through their investment implications.
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Companies, IPOs, capital markets and investment developments across Latvia, Lithuania and Estonia.
Explore Baltic FocusResearch we return to
Our enduring research franchises.
Two recurring research series provide a deeper, long-term perspective on the Baltic region.
Baltic Corporate Excellence
A recurring body of work analysing the quality of listed Baltic companies and their business models.
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A recurring review of Baltic capital markets, companies and developments shaping the region.
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