Adrien Chavanne

Has the situation changed for Waste Management?

The US waste management leader's Q3 results fell short of market expectations. The slowdown is continuing - shareholders are beginning to have doubts after a decade that saw the stock quadruple in value.

October 29, 2025 at 02:11 pm

A bold gamble in water

American Water Works will merge with Essential Utilities in a stock swap approved by both boards of directors. Essential shareholders will receive 0.305 shares of American Water for each share held. The transaction values Essential Utilities at approximately $12bn. The combined enterprise value of the two groups is $63bn.

October 28, 2025 at 08:55 am

Netflix: A disappointment , but nothing called into question

Valued at nearly 50x its earnings for this year, investors have left no room for error for the streaming platform. An exceptional factor weighed heavily on profits, while the forecasts for the end of the year did not offer the visibility that was hoped for. Let's take a closer look.

October 23, 2025 at 10:39 am

Sartorius Stedim Biotech: finally, are its troubles ending?

Is this the end of the (too) long agony for the Aubagne-based group? After several quarters of post-Covid normalization, growth has returned in the core business of consumables. This recovery is now reflected in an upward revision of annual forecasts and a surge in the share price of nearly 10%.

October 16, 2025 at 03:54 pm

General Mills: the recipe's no longer valid

The American agri-food giant is at its lowest since Covid. The stock has lost around 24% since January and has almost halved since its 2023 highs.

October 16, 2025 at 07:54 am

Is it ethical to invest in the stockmarket?

While some perceive the stockmarket as a huge casino where the desire for wealth, speculation and greed rub shoulders, it should not be forgotten that financial markets fulfill an essential mission above all else: that of financing the real economy. Their primary role is to enable companies to access the capital they need for their development.

October 15, 2025 at 02:39 pm

LVMH: good news again?

The world's leading luxury goods company is returning to growth for the first time this year. Demand in China is picking up and figures slightly exceed expectations. The stock is up 13% this morning.

October 15, 2025 at 10:55 am

The state as shareholder: a new American doctrine?

Long confined to the role of referee, the US government is once again becoming a player. By acquiring stakes in several companies in recent weeks, Washington is breaking with the ideology of liberal orthodoxy. This deliberate shift, inspired by the imperatives of economic sovereignty, is not frightening the markets-quite the contrary.

October 10, 2025 at 02:12 pm

BMW: Another victim of a sluggish market

Shares in the German car maker fell sharply yesterday after it lowered its annual targets. This warning once again illustrates the difficulties facing the European automotive sector.

October 09, 2025 at 03:22 pm

Still no fizz at Constellation Brands

The American beer, wine, and spirits giant is going through a tough time. Before the publication of its Q2 results, the market feared a further downward revision of forecasts. In the end, the group maintained its targets, albeit without providing any reassuring news. The relief was therefore only shortlived.

October 07, 2025 at 02:55 pm

Mondi's back's against the ropes

In a challenging market environment, the Anglo-Austrian packaging and paper giant has posted disappointing results for its third quarter. The stock has fallen sharply on the London Stock Exchange, dropping to its lowest level in twelve years.

October 07, 2025 at 07:13 am

Tate & Lyle: the gum isn't sticking

The British food ingredients producer's share has fallen sharply after it reduced its annual forecasts. Its market cap. is now below $2bn, despite the recent acquisition of CP Kelco, a specialist in gums and pectins that was supposed to boost growth.

October 02, 2025 at 08:02 am

Nike: An improvement that leaves something to be desired

The sports equipment manufacturer should be able to catch its breath a little today after the publication of its quarterly results. However, the underlying situation remains unchanged. This is obvious when you take a step back and look at the stock chart: Nike is still down nearly 60% from its 2021 highs.

October 01, 2025 at 11:36 am

Should you favor ETFs or individual stocks (and why)?

Whether you are a beginner or an expert in the financial markets, this is a question worth asking. Today, there are as many investment opportunities as you could possibly want.

September 30, 2025 at 02:52 pm

Brunello Cucinelli takes a severe blow

Often considered the "Italian Hermès", this luxury brand's stock has lost over 25% in three trading sessions. Two short sellers have accused it of continuing to operate in Russia, despite European sanctions.

September 26, 2025 at 10:29 am

Is Apple heading for new heights?

The brand has been gathering pace since the release of its latest smartphone. The iPhone 17 range seems to be a hit with the public and is bringing the group closer to its all-time highs on Wall Street. Is this really justified, or is it just a temporary surge of enthusiasm fueled by euphoria surrounding the launch?

September 25, 2025 at 09:15 am

Insulation company soars thanks to data centers

The Irish group, which specializes in building envelope solutions, announced its intention to list 25% of its subsidiary ADVNSYS, which specializes in data center infrastructure. The transaction is expected to occur in Amsterdam in the first quarter of next year. It could unlock the subsidiary's potential and wipe out the group's debt. The stock soared during trading.

September 24, 2025 at 08:55 am

A minor short-term concern for ASM International

Meeting in London for their Investor Day, ASM International executives unveiled their new long-term growth targets. However, the end of the current fiscal year will be more difficult than expected. The specialist in thin-film deposition equipment for semiconductors enjoys excellent long-term visibility with the rise of AI and the increasing complexity of processes. However, it remains exposed to volatility in demand due to the current economic climate.

September 23, 2025 at 09:40 am

Porsche stalls in its electric transition

The German car manufacturer is changing its plans. The rollout of electric models is being delayed and forecasts have been reduced.

September 22, 2025 at 10:49 am

SIG: cardboard announcements

The packaging giant's shares slumped 20% after lowering its targets and announcing major restructuring. Indeed, the stock has fallen to its lowest level since its IPO in 2018.

September 19, 2025 at 08:35 am

Jerome, you're in for a rough ride!

As expected, the Federal Reserve cut interest rates last night, while hinting at the possibility of further reductions. The institution's chairman delivered a message that was slightly more cautious than anticipated, which could well provoke the ire of Donald Trump, who has made him a favourite punching bag. Markets, meanwhile, responded with muted enthusiasm, closing not far from flat. Investors are likely waiting for the dust to settle before making bolder moves-assuming they wish to do anything more than drift along in the gentle upward lull.

September 18, 2025 at 07:15 am