Stock market analysis : Equities

Computer Modelling Group also intends to clone Constellation Software

Computer Modelling Group also intends to clone Constellation Software

Fans of Mark Leonard's group may now have something new to sink their teeth into.

December 04, 2024 at 10:09 am

Stellantis N.V. : Luca Maestri (Apple) tipped to succeed Carlos Tavares at Stellantis

Stellantis N.V. : Luca Maestri (Apple) tipped to succeed Carlos Tavares at Stellantis

John Elkann, Chairman of Stellantis, has already chosen the successor to Carlos Tavares, the company's current CEO. According to information obtained by Corriere della Sera, the post is likely to go...

December 04, 2024 at 09:45 am

Hansoh Pharmaceutical Group Company Limited : Regulator grants breakthrough-therapy status to lung cancer drug

Hansoh Pharmaceutical Group Company Limited : Regulator grants breakthrough-therapy status to lung cancer drug

Hansoh Pharmaceutical Group Company Limited announced that its antibody-drug conjugate HS-20093, targeting B7-H3, has been approved on November 1 as a Breakthrough Therapy by the National Medical...

December 03, 2024 at 05:32 pm

Samvardhana Motherson International Limited : CLSA upgrades to Outperform and raises target price

Samvardhana Motherson International Limited : CLSA upgrades to Outperform and raises target price

On November 13, 2024, CLSA upgraded its rating on SAMIL to Outperform, with a new target price of INR190, implying an upside potential of 14%. CLSA is looking beyond the 2Q25 results that missed...

December 03, 2024 at 05:27 pm

ADNOC Drilling Company : Enersol, a JV with Alpha Dhabi, to acquire 95% stake in Deep Well

ADNOC Drilling Company : Enersol, a JV with Alpha Dhabi, to acquire 95% stake in Deep Well

Enersol, a JV of ADNOC Drilling and Alpha Dhabi, signed an agreement on 4 November 2024, to acquire a 95% stake in Deep well services – a technology-enabled energy services company, which offers...

December 03, 2024 at 05:20 pm

Sanrio Company, Ltd. : Partnership with Build-A-Bear to honor Hello Kitty’s 50th anniversary

Sanrio Company, Ltd. : Partnership with Build-A-Bear to honor Hello Kitty’s 50th anniversary

Build-A-Bear Workshop, an American specialty retailer of customized stuffed animals and related products, announced its partnership with Sanrio on 15th November 2024, to open the first ever one-of-a...

December 03, 2024 at 05:13 pm

Fast Retailing Co., Ltd. on a slippery slope for Uniqlo

Fast Retailing Co., Ltd. on a slippery slope for Uniqlo

Geopolitics is a regular factor in the activities of listed companies. Over the next few months, it could be a harsh reminder for the Japanese group that owns Uniqlo.

December 03, 2024 at 10:15 am

Wal-Mart de México, S.A.B. de C.V.: Outstanding performance

Wal-Mart de México, S.A.B. de C.V.: Outstanding performance

Walmex, Latin America's leading retail group, operates over three thousand stores in Mexico.

December 03, 2024 at 10:13 am

Rémy Cointreau: A long-term perspective

Rémy Cointreau: A long-term perspective

A further blow for the spirits group: in the first half of the 2024-2025 fiscal year, sales were down by a further 16% on the disappointing first half of the previous year, and operating profit fell...

December 02, 2024 at 10:39 am

Vienna Insurance Group AG: Significant discount to peers

Vienna Insurance Group AG: Significant discount to peers

Is the two-hundred-year-old Austrian group finally emerging from its long lethargy?

November 29, 2024 at 10:38 am

Criteo S.A. : Improve your online business

Criteo S.A. : Improve your online business

Founded in 2005 in Paris as a movie recommendation engine, Criteo has evolved into a global leader in ad-tech. Listed on the Nasdaq since 2013, the company now drives $29 billion in annual commerce...

November 28, 2024 at 02:25 pm

Success for Abercrombie & Fitch 2.0

Success for Abercrombie & Fitch 2.0

The ready-to-wear brand will go down in history as one of the stock market phenomena of 2024.

November 27, 2024 at 10:09 am

CoreWeave: a $35 billion IPO for AI in 2025?

CoreWeave: a $35 billion IPO for AI in 2025?

Artificial intelligence cloud infrastructure giant CoreWeave is gearing up for an ambitious IPO. Scheduled for 2025, this IPO could value the company at over $35 billion and mark a key milestone in...

November 27, 2024 at 10:01 am

Sea Limited : Back to black

Sea Limited : Back to black

The e-commerce group, based in Singapore, has had an excellent year on the stock market.

November 27, 2024 at 09:42 am

Sprouts Farmers Market: The smaller, the better

Sprouts Farmers Market: The smaller, the better

Consumption patterns are changing, and Sprouts Farmers Market understands this. This grocery chain is experiencing extraordinary growth by capitalizing on the growing demand for healthy, natural food...

November 26, 2024 at 04:00 pm

MicroStrategy Incorporated: History is repeating itself

MicroStrategy Incorporated: History is repeating itself

The phrase No doubt a German bank has long been a quip among financiers, often surfacing when pondering which institutional investor might have been naive enough to snap up a dubious financial...

November 25, 2024 at 10:12 am

Warner Music Group Corp: The end of the gold rush?

Warner Music Group Corp: The end of the gold rush?

The valuation of the label closely controlled by interloped billionaire Len Blavatnik has been stagnating since its IPO in summer 2020.

November 25, 2024 at 10:02 am

LVMH : Cognac at the heart of a scheme to circumvent tariffs

LVMH : Cognac at the heart of a scheme to circumvent tariffs

Hennessy, the famous cognac house and subsidiary of LVMH, is in the midst of turmoil. Its employees in the French region of Charente have gone on strike against a project to export part of the value...

November 22, 2024 at 02:16 pm

PDD Holdings Inc: Do I smell a rat?

PDD Holdings Inc: Do I smell a rat?

The Chinese group behind Pinduoduo and Temu continues its meteoric rise. But it has to be said that the whole remains open to question.

November 22, 2024 at 02:13 pm

Airbus: An awakening of optimism in 2025?

Airbus: An awakening of optimism in 2025?

In a sector dominated by a duopoly, Airbus holds 58% of the medium- and long-haul aircraft market, benefiting from high barriers to entry and a strict regulatory framework that protects the sector's...

November 21, 2024 at 04:19 pm

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US speeds ahead, Europe cruises

Today's Editorial

US speeds ahead, Europe cruises

Alphabet, a still affordable ticket to AI

Stock Pick

Alphabet, a still affordable ticket to AI

Why be wary of dividend yields?

Why be wary of dividend yields?

Investing in shareholder-friendly companies might sound straightforward, but it's a bit more nuanced than it appears. The key is ensuring that the share price remains robust.

December 04, 2024 at 10:48 am

NYSE extends trading hours: Is this the dawn of the 24/7 trading era?

NYSE extends trading hours: Is this the dawn of the 24/7 trading era?

Last month, the New York Stock Exchange decided to stretch its trading hours, like a financial yoga enthusiast reaching for new flexibility. The NYSE Arca electronic platform will facilitate this...

December 02, 2024 at 04:37 pm

Is Europe the new Eldorado for Value investors?

Is Europe the new Eldorado for Value investors?

Against a complex macroeconomic backdrop, US equities are outperforming global markets. An interesting divergence in HML premiums, reflecting excess returns on value stocks, is emerging between...

November 29, 2024 at 02:39 pm

Interviews

State Street's Primary Call: 'Buy American Large Caps'

State Street's Primary Call: 'Buy American Large Caps'

-- Lori Heinel, global chief investment officer at State Street Global Advisors, expects markets to broaden out moving forward and says, what worked well in 2024 is likely to persist in 2025, as she...

December 04, 2024 at 01:03 pm

Salesforce Revenue Beats on Promise of AI Strategy Boost

Salesforce Revenue Beats on Promise of AI Strategy Boost

-- Salesforce reported quarterly revenue that topped analysts' estimates at $9.44 billion, sending shares higher and boosting investor hopes that the company's strategy for artificial intelligence...

December 04, 2024 at 12:57 pm

More interviews

Forex Analysis

US job openings rise in October, layoffs decrease

US job openings rise in October, layoffs decrease

December 03, 2024 at 03:19 pm

Russia's interest rate, inflation seen higher after rouble's fall- Reuters poll

Russia's interest rate, inflation seen higher after rouble's fall- Reuters poll

December 03, 2024 at 02:12 pm

More Strategies

Index Analysis

Deutsche Bank starts Applied Nutrition at 'buy'

Deutsche Bank starts Applied Nutrition at 'buy'

December 04, 2024 at 09:40 am

Industrials Give Back Some Recent Gains -- Industrials Roundup

Industrials Give Back Some Recent Gains -- Industrials Roundup

December 03, 2024 at 10:53 pm

More Strategies

Commodity Analysis

Trump's low oil price promise is a risk and a boon for emerging markets

Trump's low oil price promise is a risk and a boon for emerging markets

December 02, 2024 at 12:28 pm

Diseases reduce sugar beet yields in Hesse and Rhineland-Palatinate

Diseases reduce sugar beet yields in Hesse and Rhineland-Palatinate

December 02, 2024 at 10:14 am

More commodity analysis

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