Adrien Chavanne
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Dollarama: A show of strength
As Canadian consumers cut back on spending, Dollarama is increasingly establishing itself as a haven for purchasing power. This is reflected in its strong quarterly results, which saw the stock gain 10% yesterday on the Toronto Stock Exchange. It is clear that discount models remain attractive in times of uncertainty. Unless, of course, Dollarama is just a particularly effective company.
June 13, 2025 at 08:38 am
Should we bet on a biotech revival?
Expectations of rate cuts could facilitate mergers and acquisitions (M&A) in the sector. A more accommodative monetary environment makes financing such transactions more attractive and tends to stimulate speculation around these risky assets.
June 12, 2025 at 02:35 pm
Trump - Musk: A feud with unexpected consequences
The US president and the businessman abruptly ended their relationship last week with insults, threats and revelations in the press and on social media. Some see this as a simple settling of scores between oversized egos, others as a possible escalation that could have consequences.
June 11, 2025 at 11:12 am
WPP: A perilous handover in the making
The advertising giant's CEO is stepping down after seven years at the helm of the group. Mark Read had the difficult task of succeeding founder Martin Sorrell. However, the transition comes at a pivotal moment, as the stock is depressed - at its lowest level since Covid.
June 10, 2025 at 08:42 am
Dollar General vs. Dollar Tree: one soars, the other tumbles
The two major discount retailers operate in a fairly similar market. Both published their quarterly results this week. But Dollar General gained nearly 16%, while Dollar Tree lost 8%. How can such a difference be explained?
June 05, 2025 at 02:49 pm
Ulta Beauty: foundations for recovery in place
The US equivalent of Sephora saw its biggest daily rise in four years on Friday after presenting its Q1 figures and raising its outlook. Momentum is returning after the company stumbled in the S&P 500 in recent months.
June 03, 2025 at 10:18 am
Kingfisher's annual targets confirmed
Kingfisher is a British retailer operating chains of DIY and home improvement stores. The most iconic of these are B&Q and Screwfix in the UK. It is also present in France and Poland through Brico Dépôt and Castorama. The group has confirmed its annual targets, but investors were expecting a little better, especially given the stock's particularly respectable performance in recent weeks.
May 28, 2025 at 02:59 pm
Can Apple still surprise us?
Artificial intelligence is not transforming our habits as radically as claimed, but it is indeed marking a revolution that will bring profound changes to current technologies and, even more certainly, to those in the years to come. Consumers are waiting for groundbreaking innovation, something new that will elicit a "wow" effect. But for several years now, Apple has not really been inspiring dreams.
May 27, 2025 at 04:07 pm
US retailers facing the tariff dilemma
Major US retailers are navigating by sight in an unstable geopolitical and economic environment. With the summer season approaching, Walmart, Target, Costco, and other retailers are accelerating their imports from China to take advantage of a temporary tariff truce. A three-month window has opened after the partial reduction of tariffs from 145% to 30% between Washington and Beijing. However, this respite does not erase structural concerns.
May 22, 2025 at 02:27 pm
Julius Bär: Little room for euphoria
More bad news for the Swiss private bank. A heavy charge has been announced in its update for the first four months of the year. This setback, mainly related to defaults on private and mortgage loans — already in the process of being liquidated — is reigniting questions about the quality of the credit book and overshadowing operating results that were nevertheless better than expected.
May 22, 2025 at 09:33 am
VAT Group: a few bumps on the surface, but foundations remain unchanged
The Swiss vacuum valve specialist has reduced its medium-term targets. However, this bad news does not call into question its ability to grow faster than the semiconductor market and its competitors.
May 21, 2025 at 10:50 am
Compagnie Financière Richemont: Stronger than its market
At the presentation of its annual figures yesterday evening, the owner of the Cartier, Van Cleef & Arpels, Piaget, Vacheron Constantin, and Jaeger-LeCoultre brands reassured its shareholders with figures that are generally good. The group is benefiting from its positioning in a customer segment that is not affected by the economic downturn.
May 16, 2025 at 03:01 pm
McDonald's Corporation: Decoding a successful model
Close to its all-time highs, the fast food chain is one of the strongest defensive stocks on the US market, despite growing competition and a tense economic environment. In this article, we will look at how the group manages to generate a net margin of over 30%, while traditional fast food rarely exceeds 10%.
May 15, 2025 at 01:48 pm
Alstom: but the situation seemed to be improving…
After an absolutely remarkable year on the stockmarket in 2024 (the share price rose by 77%), the rail equipment manufacturer seemed to be doing better. The Covid years and those that followed were indeed complicated, particularly due to the very difficult integration of Bombardier and the increasingly worrying operational situation given the company's inability to free up cash. The prospects offered by its robust order book and the general enthusiasm for rail seemed to have reassured investors. However, this morning, the stock fell sharply on the Paris Stock Exchange: down 16% at the time of writing.
May 14, 2025 at 02:13 pm
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