Justin Emerson

A superapp within 5 years for Uber?

Invited to speak on Bloomberg, Uber CEO Dara Khosrowshahi detailed the group's quarterly results and unveiled its ambitions.

November 08, 2023 at 03:31 pm

Sanofi : In the hot seat

Feverish since the rise in interest rates, the market has been harshly punishing companies that have stopped growing.

October 30, 2023 at 10:52 am

Pernod Ricard : Back to average

The summer season was more sober than usual for the world's number two in wines and spirits.

October 20, 2023 at 02:52 pm

Lockheed Martin Corporation : Half a surprise

Are the F-35 manufacturer's best days behind?

October 19, 2023 at 10:13 am

Citigroup Inc. : At a steep discount, a warning sign

At less than half the value of its tangible shareholders' equity, Citi remains the most underpriced major US bank.

October 16, 2023 at 12:57 pm

JPMorgan Chase & Co. : Too good to last

JPMorgan Chase & Co., America's leading bank, has had an outstanding quarter, but warns that the positive trend on which it is riding will not last.

October 16, 2023 at 11:06 am

Bang & Olufsen a/s : Out of fashion

The market welcomed yesterday's quarterly results.

October 12, 2023 at 04:45 pm

The Hershey Company : Stratospheric profitability

Shares in the famous American chocolatier are trading at a multiple of x19 next year's expected earnings, a notch below their historical average of x22 earnings.

October 11, 2023 at 01:07 pm

WK Kellogg Co : Spin-off of the cereals business, valuation on the rocks

Last week, Kellogg announced the spin-off of its North American cereals business into WK Kellogg, now independently listed on the NYSE.

October 09, 2023 at 02:57 pm

Novartis AG : Sandoz takes its first steps on the stock exchange

In a declining market and an extremely tense environment for the pharmaceutical industry in general, the Novartis generics and biosimilars division is today taking its first steps as an independent, listed entity.

October 04, 2023 at 03:32 pm

Repsol S.A. : Reconversion on track, potential future hydrogen heavyweight

The Spanish oil group's conversion to a major player in low-carbon fuels seems to be gaining market acceptance for the time being.

October 03, 2023 at 03:06 pm

Paychex, Inc. : Outstanding fundamentals

Number two in payroll management in the United States behind the titan Automatic Data Processing, Paychex published its quarterly results at the end of last week.

October 02, 2023 at 03:36 pm

Micron Technology, Inc. : Sales in free fall

Of all the old stock-market adages, one of the most often repeated is "what goes up too fast will come down even faster".

September 28, 2023 at 04:22 pm

Coty Inc. : A new luxury brand soon to be listed in Paris

Coty has applied for a dual listing of its shares on the Paris Stock Exchange, to attract the interest of European investors. The deal, which was announced a few weeks ago, comes against a backdrop of depressed stock market conditions for luxury goods stocks, which are falling on fears of lower sales growth.

September 26, 2023 at 04:07 pm

JD Sports Fashion Plc : Meteoric growth

Who can stop the British sportswear brand?

September 25, 2023 at 11:09 am

FedEx Corporation : Valued at ten-year lows

The effects of a general economic slowdown are not sparing Fedex, but the Group is navigating this situation remarkably well for the time being.

September 22, 2023 at 02:27 pm

External growth vs. value creation

Our recent articles on a number of listed serial acquirers touched on an essential subject of financial analysis.

September 21, 2023 at 03:52 pm

Service Corporation International : Beats the SP500 to the punch

North America's leading funeral services provider pursues a different strategy from its distant rival.

September 21, 2023 at 03:48 pm

Park Lawn Corporation : An industry that won't be in crisis

An analytical challenge for all enterprising investors is to separate growth from value creation.

September 19, 2023 at 03:45 pm

S4 Capital plc : The market burns its former idol (again)

What happens when the trees that reach for the sky break on the stock market? A dizzying fall. That's what happened to S4 Capital in London this morning. The stock lost more than a quarter of its value after a warning on targets.

September 18, 2023 at 09:36 am

Stellantis N.V. : Why so little interest from investors?

Global scale, superb brand portfolios, balance sheet strength, an exceptional CEO and the support of a first-rate reference shareholder: one might be surprised that, despite so many assets, Stellantis' valuation languishes at such low levels.

September 06, 2023 at 03:35 pm