Eloi Suinot

BMW stands firm faced with pressure from China and the US

h1On July 31, BMW will unveil its H1 results. Ahead of this, the manufacturer has spoken to analysts about its performance in the first half of the year and the changing business environment. The group is resisting better than its competitors, thanks to the strength of the Mini and the European market.

July 11, 2025 at 03:00 pm

Barry Callebaut: market instability still weighing on the group

The world's largest chocolate maker continues to disappoint. Barry Callebaut has once again lowered its annual forecasts for the third consecutive quarter. Also, the decline in cocoa prices is not reflected in its results.

July 11, 2025 at 08:09 am

Autodesk considering taking over competitor PTC.

There industrial software sector continues to concentrate. According to Bloomberg, Autodesk is considering the acquisition of its competitor PTC, which, like Autodesk, specializes in 3D design and modeling software for industrial use.

July 10, 2025 at 10:23 am

Politicians are businesspeople… and vice versa

The revolving door, or the transition from the political sphere to the private sector, illustrates the growing blurring of lines between regulators and the regulated. This phenomenon has taken on a new dimension with the rise of consulting firms and digital giants.

July 10, 2025 at 08:59 am

"The List" : the super AI team that Zuckerberg wants to buy

Frustrated by Meta's delays in artificial intelligence, Mark Zuckerberg has taken back control. He has launched a new group, Meta Superintelligence Labs (MSL), and is personally leading the recruitment drive with sky-high salaries on offer. To regain the lead in the race for general artificial intelligence, he is poaching executives from his competitors.

July 09, 2025 at 08:38 am

Macron-Starmer: the beginning of a honeymoon on the ashes of Brexit

A new European couple? Perhaps. One thing is certain: Emmanuel Macron is on a state visit to the UK, the first for a French president since 2008. This is a strong signal at a time when leaders are counting on a united Europe. Long strained by Brexit, Franco-British relations are improving. But not everything has been repaired yet.

July 08, 2025 at 03:20 pm

Risk premiums don't lie: Italy's is improving, France's is deteriorating (again).

On Friday, Italian 5-year yields fell below those of French OATs. This is a first in two decades. Once considered the sick man of the European Union, Italy is now enjoying increased confidence. The question is no longer whether the same shift will occur on 10-year maturities, but rather when.

July 08, 2025 at 02:57 pm

IPOs: Hong Kong is on the rise, and it's here to stay

Initial public offerings soared in Hong Kong in the first half of 2025. With a record $13.9bn raised, the financial center outperformed the Nasdaq ($9.2bn), the NYSE ($7.8bn) and Shanghai ($4.5bn). It alone accounted for 25% of the total amount raised worldwide.

July 07, 2025 at 03:46 pm

What is the BRICS project? A fragmented group whose strength lies in its diversity

Once referred to as "emerging economies," the BRICS+ now carry more weight in the global economy than the G7. Long relegated to the sidelines, these countries of the Global South have established themselves as a counterweight to the West. As their annual summit ends in a tense atmosphere, it is time to take stock of this rapidly changing bloc.

July 07, 2025 at 02:22 pm

Alstom wins big contract in US worth EUR2bn

The French rail giant is strengthening its presence across the Atlantic with a major new contract. Alstom will deliver more than 300 cars to serve the New York suburbs, worth EUR2bn.

July 04, 2025 at 02:43 pm

TripAdvisor: what does Starboard Value's arrival in the capital mean?

Activist fund Starboard Value has announced that it has acquired a 9% stake in the travel group TripAdvisor. The announcement caused an immediate surge, a sign that investors are expecting positive changes. But what can we hope for from this arrival, for a stock that has been losing momentum over the past one, three, five, and ten years?

July 03, 2025 at 03:36 pm

AI Act: an ambitious law with an uncertain implementation

The world's first legislative framework for artificial intelligence, which was welcomed when it was adopted, is now reaching a crucial stage in its implementation. However, the EU is dithering over how to implement it. The changing political context and pressure from the tech industry are clouding the timetable. The EU has a unique opportunity to assert its vision of ambitious digital regulation.

July 03, 2025 at 02:59 pm

Aviva launches a leading personal insurance provider in the UK

The landscape of personal insurance is continuing its transformation. The UK competition authority has given the green light to Aviva's £3.7bn takeover of Direct Line.

July 02, 2025 at 04:08 pm

The United States slows down arms deliveries to Ukraine

The White House has announced a reduction in arms deliveries to Ukraine, citing the need to "put America's interests first," according to a statement released to news agencies.

July 02, 2025 at 03:01 pm

How did Novo Nordisk lose the US market?

With several years' head start in a market poised for exponential growth, Novo Nordisk seemed to have everything going for it. However, in just one year, the stock has lost more than 50% of its value. Against this backdrop, the company underwent a major strategic review, marked by the departure of its CEO and part of its management team. Let's take a look back at the internal mistakes that have cost the Danish champion dearly.

July 02, 2025 at 11:11 am

AstraZeneca's CEO reportedly considers listing in the United States

A possible move of AstraZeneca's listing to the US would send shockwaves through the City. The pharmaceutical group, the UK's largest company by market capitalization, could succumb to the siren call of Wall Street.

July 02, 2025 at 08:39 am

Bombardier: mystery customer places order worth up to $4bn

The Canadian business jet manufacturer has just announced an order from a new customer for 50 Challenger and Global jets, along with a maintenance services contract. The deal is worth $1.7bn. A purchase option could bring the total to 120 aircraft, representing a potential of $4bn.

July 01, 2025 at 03:47 pm

European champions half-way through the year

It's halfway through the 2025: time to take stock of the best performers in the major European indices.

July 01, 2025 at 03:35 pm

WH Smith turns the page on two centuries' presence in city centers

It's now official: WH Smith has sold its historic city center business. Announced in March, the sale has just been completed for a maximum of £40m (€46.74m), £12m lower than the initial agreement.

June 30, 2025 at 02:45 pm

MarketScreener's roundup: the article that broke all records

Here, MarketScreener teams review some of the major market movements of the past few weeks: record highs for the euro and Nvidia, and Asian stocks shaping up again.

June 30, 2025 at 09:05 am

Unilever gets hands on Dr. Squatch

The Anglo-Dutch consumer goods giant continues to move away from food, which it considers less profitable, now focusing more on personal care, a sector with greater growth and margin potential. This time, Dr. Squatch is the target. A curious American brand that refers to Big Foot…

June 27, 2025 at 02:41 pm