Thomas Barnet

Fastned and ArgenX make Benelux shine, SIG Group stirs concern

News flow is fairly thin in the wake of August 15. Declines are scarce, with the exception of SIG Group. On the upside, Fastned continues to benefit from broker target hikes, and ArgenX is posting encouraging Phase III results.

August 17, 2026 at 09:45 am

L Catterton sells $1bn of Birkenstock shares

Birkenstock's majority shareholder is taking advantage of the stock's recent rally to trim its stake. The sandal maker will simultaneously buy back nearly half of the shares being sold, or about $500m.

August 14, 2026 at 07:02 am

Norsk Hydro Restarts Alumina Production in Brazil

The Brazilian Alunorte refinery is gradually moving back toward full capacity after a temporary agreement with its gas supplier CELBA. The disruption hit an already tight aluminum market, against a backdrop of war in Iran and low global inventories.

August 14, 2026 at 06:31 am

Adyen picks up speed in the first half and slightly raises its growth ambitions

The Dutch payments specialist saw net revenue rise 19% in the first half of 2026, driven by a 24% increase in volumes. Following the acquisitions of Talon.One and Orb, the group is targeting 21% to 23% growth at constant exchange rates for the full year, slightly higher than previously expected.

August 13, 2026 at 07:21 am

Candle Lake launches a mandatory tender offer at 695 SEK per share for Evolution AB

Kenneth Dart's investment vehicle is offering 695 kronor per share for Evolution AB after crossing the threshold that triggers a mandatory bid. But it does not intend to take control of the Swedish online casino solutions company serving the gambling industry.

August 13, 2026 at 07:01 am

EssilorLuxottica on the back foot

EssilorLuxottica posted yesterday's steepest decline in the CAC 40, in a luxury sector that is already under pressure. A complaint has been filed in Germany against the connected glasses developed with Meta, accused of infringing on privacy. Another pebble in the shoe of a stock that is down 39% since the start of the year, even if the matter seems unlikely to affect the group's fundamentals.

August 13, 2026 at 06:37 am

France analyst views: recommendation upgrades for Arkema and Robertet

Analyst adjustments are generally pointing in the right direction this Wednesday. Barclays takes Arkema out of 'underweight', while Kempen upgrades Grasse-based Robertet to 'buy'. Several price targets are being raised on already well-rated names such as L'Oréal, Orange, Nexans and Tikehau.

August 12, 2026 at 07:49 am

Washington secures Kyiv's halt to strikes on tankers tied to Kazakh crude

US Vice President JD Vance reportedly asked Volodymyr Zelensky to stop Black Sea attacks on vessels and infrastructure linked to the CPC pipeline, crucial for Kazakh oil exports, the Financial Times reports.

August 12, 2026 at 07:17 am

Warship builder TKMS raises its targets again

The German shipbuilder posted a 19% increase in revenue over the first nine months of its fiscal year, while its adjusted EBIT rose 13%. With an order backlog of €20.1bn, TKMS is raising its full-year guidance and reaffirming its medium-term ambitions.

August 12, 2026 at 06:18 am

SpaceX Jumps 20% and Moves Back Above Its IPO Price

SpaceX moved back above its IPO price during Monday's session. The stock had already staged a sharp rebound on Friday (+15.8%), then added another 4.2% on Monday to close at $138.74. The IPO price was $135. The stock has since swung between a high of $225.64 on June 16 and a low of $104.83 on August 3.

August 11, 2026 at 07:57 am

SpaceX jumps 20% and moves back above its IPO price

SpaceX moved back above its initial public offering price during Monday's session. The stock had already rebounded sharply on Friday (+15.8%), before adding another 4.2% on Monday to close at $138.74. The IPO price was $135. The stock has since swung between a high of $225.64 on June 16 and a low of $104.83 on August 3.

August 11, 2026 at 07:31 am

Australia holds its policy rate at 4.35% as inflation remains stubbornly high

The Reserve Bank of Australia (RBA) left its policy rate unchanged at 4.35% for a second straight meeting, after three increases since the start of the year. It judges policy to be restrictive now, but does not rule out further hikes if inflation pressures persist. The decision was in line with expectations.

August 11, 2026 at 06:12 am

Rush on robot maker Unitree on the Shanghai stock market

Chinese robot maker Unitree set the price of its IPO at 150.8 yuan per share, a 6.1 bn yuan deal ($904m) that would make it the first listed humanoid robot maker in mainland China. Retail investors subscribed 8,000 times more than the number of shares on offer.

August 10, 2026 at 02:06 pm

GameStop reportedly considers dropping its bid for eBay in favor of a partnership

According to Bloomberg, Ryan Cohen is weighing scrapping his planned $55.5bn offer for eBay and instead pursuing a commercial alliance built around GameStop's store network.

August 10, 2026 at 01:43 pm

Apple looks to China for its memory chips

Facing a global shortage of memory chips fueled by the rush into artificial intelligence, Apple is testing components from Chinese manufacturer CXMT across its entire lineup, including iPhone and MacBook, according to The Wall Street Journal.

August 10, 2026 at 07:03 am

France analyst views: downgrades for Safran, Stellantis and Sopra

The end of the week is marked by several recommendation cuts. They notably include Stellantis, which has grown accustomed to taking hits lately, as well as Safran, which is rarer.

August 07, 2026 at 07:55 am

Vusion is said to be weighing strategic options, including a possible sale

The French specialist in electronic shelf labels for big-box retail is exploring various strategic paths, including a divestment, according to sources close to the matter cited by Bloomberg. Any deal remains hypothetical at this stage.

August 06, 2026 at 07:46 am

France Analyst Views: Jefferies Upgrades L'Oréal

Jefferies is no longer negative on L'Oréal, while Renault gets another valuation upgrade at Santander.

August 06, 2026 at 07:39 am

French analyst calls: upbeat views on Nexans, GTT and Assystem

Cantor Fitzgerald initiates coverage of Assystem and GTT. JP Morgan returns to overweight on Nexans with a sharply raised target.

August 05, 2026 at 07:35 am

France analyst calls: higher targets for Airbus, AXA, Euronext and Schneider

A fresh round of analyst calls hit the Paris market this Tuesday. Among the target hikes: Airbus, Schneider Electric and Axa. By contrast, Arkema, Forvia and Vallourec are facing lower targets.

August 04, 2026 at 07:37 am

France analyst calls: GTT, Elis, Legrand and Mersen upgraded

Analyst firms are rolling out a wave of revisions this Monday: target hikes for Amundi, BNP Paribas, EssilorLuxottica and Euronext, upgrades for Elis, Legrand, Mersen and GTT, but a chill for Stellantis, where UBS slashes its target from €9.50 to €5.80 while downgrading the stock.

August 03, 2026 at 07:48 am