Kevin Smith

Oracle: New fundamentals and an unanswered question

Oracle should reassure the market with its consistently strong results. But there is a caveat, and not everything is perfect.

June 12, 2025 at 09:58 am

Paycom returns to favor

Paycom, the star of the SaaS sector—for once a legitimate one—has made a successful comeback on the stockmarket.

June 11, 2025 at 10:11 am

Musk sends Trump a kiss

We thought Elon Musk was immune to remorse and pressure. But no, he is apparently capable of making amends. On Wednesday, the CEO of Tesla, SpaceX, and the platform formerly known as Twitter acknowledged that he had gone a little too far in his attacks on Donald Trump.

June 11, 2025 at 10:07 am

Wizz Air: the fallen star amongst low-cost airlines

Over the past 18 months, the airline's problems with Pratt & Whitney engines, which power nearly a fifth of its fleet, have grounded its planes and led to a sharp rise in costs. This unfortunate combination is eating into its fragile operating profit and bringing its once spectacular growth to a halt.

June 11, 2025 at 09:31 am

UBS, $8bn less for shareholders?

The Monday morning blues did not affect UBS yesterday. And for a good reason: the Zurich stock exchange was closed for Pentecost. So it's Tuesday morning blues for the bank instead, with the three keys, whose share price has fallen 6% or 7% since trading opened on June 10. The reason: the Swiss government's revised prudential requirements.

June 10, 2025 at 02:57 pm

First signs of stabilization for Brown-Forman

Another stockmarket correction for the American spirits group, which owns the famous Jack Daniel's franchise, amongst others.

June 10, 2025 at 02:21 pm

The Parvus fund enters Novo Nordisk's capital

The Parvus fund has smelt blood. The London-based hedge fund is quietly building a position in Novo Nordisk, the faltering co-emperor of pharmaceutical slimming, according to the Financial Times.

June 10, 2025 at 01:06 pm

Wise closes a record year and prepares for listing in New York

The high-profile British fintech company published its FY results a few days ago.

June 10, 2025 at 08:15 am

Broadcom's relentless strategy still praised by investors

Supported by the boom in artificial intelligence and the acquisition of VMWare, which was completed at the end of 2023 and well integrated last year, Broadcom's irresistible rise continues.

June 09, 2025 at 09:53 am

Intel falling behind TSMC financially

Intel is not just at a crossroads technologically, it is also financially, as its resources are shrinking at a time when the group needs to regain control of its destiny in a fiercely competitive sector.

June 06, 2025 at 11:05 am

Trump takes foreign investors hostage with his tax blackmail

Elon Musk is not the only one freaking out about Donald Trump's big tax bill, entitled — pinch yourself to believe it — "One Big Beautiful Bill Act," or "OBBBA" for short across the Atlantic.

June 06, 2025 at 09:05 am

Bayer, close to the final round(up)?

After years of accumulating problems (generic drugs, lawsuits, managerial inertia), according to Goldman Sachs Bayer is becoming a textbook case of "less bad = better." The stock is up more than 3% on the Frankfurt Stock Exchange.

June 05, 2025 at 03:56 pm

Wise, the unicorn that knows how to read a compass

Another one. Fintech company Wise, the pride of Britain in the post-banking monopoly era, plans to move its main listing to New York. It will keep a foothold in London, but most of the action, and capital, will now take place on the other side of the Atlantic. The announcement of Wise's move to New York sent its shares up 7%… in London.

June 05, 2025 at 01:46 pm

Has Rémy Cointreau finally hit rock bottom?

MarletScreener analysts have been cautious about the liqueur and spirits group's strategy and stockmarket valuation for several years now. In this context, the abandonment of its 2030 targets came as little surprise to them.

June 05, 2025 at 10:10 am

Eutelsat, back in low orbit

When a shareholder slams the door, it's never a good sign. But when they sell their stake at a 74% discount to their initial investment, suspicion turns into certainty: Hanwha has doubts about Eutelsat's future.

June 05, 2025 at 09:42 am

Vale falls victim to Brasilia's grip despite solid fundamentals

The Brazilian mining giant, which is among the world's leading producers of iron ore and nickel, has seen its share price stagnate—in US dollars—over the past 15 years.

June 05, 2025 at 09:29 am

Petrobras' stratospheric dividend yield reflects investors' extreme mistrust of the company

At first glance, the Brazilian oil major, which produces 2.7 million barrels of oil per day—ranking it eighth in the world, behind Chevron and ahead of TotalEnergies—seems to make no sense in the stockmarket.

June 04, 2025 at 04:02 pm

TGS ASA: Record dividend yield for the global industry leader

The world leader in geological mapping and seismic data surveys — whose libraries are used by onshore and especially offshore hydrocarbon producers — continues to struggle on the stock market.

June 03, 2025 at 03:18 pm

Rheinmetall ousts Kering from the Euro Stoxx 50

Rheinmetall's meteoric rise on the stockmarket has propelled the German tank and ammunition manufacturer into the eurozone's main benchmark index: as from June 20, the company will replace Kering. The decision was taken by Stoxx, which manages the index, under the Fast Entry rule, which enables a stock to be included outside the usual periods. JPMorgan spotted the announcement, which was then reported by Bloomberg.

June 03, 2025 at 10:05 am

Wavestone ready for the next step

In a consulting sector that is struggling, the group led by the excellent Pascal Imbert remains on track and is defending its territory well.

June 03, 2025 at 09:44 am

Nucor and other US steelmakers on the front line

The leading US steel producer, which has an annual production of 26 million tons, compared with 16 million tons for its closest rivals US Steel and Cleveland-Cliffs, could be one of the big winners from the tariffs announced by Donald Trump on Friday.

June 02, 2025 at 10:02 am