Capucine Bouchard

Adecco Sinks Despite Solid First Quarter Performance

The recruitment specialist reported quarterly results that beat expectations, bolstered by the momentum of its flagship Adecco brand. While the group continues to gain market share, gross margins remain under pressure and are expected to trigger downward revisions to consensus estimates.

May 13, 2026 at 11:39 am

Merck in robust health, Adecco left out in the cold

Quarterly earnings reports continue to roll in, marked by a mix of upgraded guidance and immediate market sanctions. Merck and Intertek are supporting the indices, buoyed by robust demand and takeover prospects, while Adecco has dropped sharply as analysts grow concerned over structural costs.

May 13, 2026 at 11:14 am

Delivery Hero Regains Its Appetite, Balder Hits a Wall

While Verisure and Novo Nordisk rebound on the back of raised targets, the Swedish real estate sector, led by Balder and Sagax, faces a sharp correction from analysts.

May 11, 2026 at 10:56 am

Infineon raises its annual outlook, lifted by AI-driven demand

The German semiconductor maker posted higher quarterly results and raised its targets for 2026. It is benefiting from the boom in AI-focused data centers, while order intake in automotive is showing signs of improvement.

May 06, 2026 at 09:58 am

AB InBev fizzes, HSBC takes a hit

Earnings continue to drive markets, swinging between records and wipeouts. While Schaeffler and AB InBev surge, HSBC and Kalmar are weighed down by disappointing guidance and unexpected charges.

May 05, 2026 at 10:58 am

UniCredit Beats First-Quarter Expectations and Raises Full-Year Targets

Italy's second-largest bank posted a record quarterly profit, supported by income from its strategic investments despite lower rates. At the same time, UniCredit is pressing ahead with its push on Commerzbank.

May 05, 2026 at 09:49 am

X-FAB Silicon Foundries weighed down by automotive sector, buoyed by growth technologies

The semiconductor foundry reported declining results for the first half of its fiscal year, hit by weakness in the automotive market. However, X-FAB continues to benefit from the ramp-up of technologies related to electrification, data centers, and advanced industrial applications.

April 30, 2026 at 10:30 am

Lectra weighed down by slowing equipment sales in Q1

The specialist in technology solutions for the textile industry saw its revenue and profitability decline in the first quarter of 2026 amid a tense geopolitical and commercial backdrop. However, the group highlighted the growth of its recurring revenue and an increase in its order book.

April 29, 2026 at 10:41 am

Peugeot Invest sells its stake in Immobilière Dassault for 74.7 million euros

The French investment firm continues its asset rotation strategy with the sale of its 19.8% stake in Immobilière Dassault to Groupe Industriel Marcel Dassault. The transaction is set to bolster its financial flexibility and marks its progressive divestment from the real estate sector.

April 29, 2026 at 10:35 am

Explainer: Why is France's debt rated lower than the USA's?

U.S. debt is higher than France's. Yet the United States gets stronger credit ratings. In reality, markets do not judge countries solely on the level of debt, but on their ability to carry it, finance it, and remain credible.

April 27, 2026 at 12:11 pm

Nordex catches a tailwind, Sainsbury heads into a downdraft

Europe's equity markets are getting a lift from the green energy sector, led by a spectacular jump in Nordex. By contrast, a barrage of negative calls is washing out hopes for Sainsbury, Mycronic and NCAB.

April 27, 2026 at 10:57 am

Forvia: Apollo poised to acquire interiors business for EUR1.4bn

Private equity giant Apollo Global Management is reportedly nearing a deal to acquire the interiors division of French automotive supplier Forvia.

April 23, 2026 at 12:22 pm

The Price of Patience

Following the post-Covid euphoria, Roche is entering a transition phase. Between patent erosion and the need to reignite innovation, the Swiss Pharma giant must prove that it can still create value beyond its past successes.

April 23, 2026 at 12:17 pm

L'Oreal shines, BioMerieux loses momentum

Earnings season is in full swing: L'Oreal is radiant following a record first quarter, while STMicroelectronics electrifies the market by announcing a major return in demand. Conversely, BioMerieux and Sainsbury plunge into the red following guidance revisions.

April 23, 2026 at 11:15 am

Forvia: Apollo poised to acquire interiors business for 1.4 billion euros

Private equity giant Apollo Global Management is reportedly nearing a deal to acquire the interiors division of French automotive supplier Forvia.

April 23, 2026 at 10:38 am

STMicroelectronics turns up the power, Royal Unibrew wakes up with a hangover

Puig jumps on takeover rumors involving Estée Lauder, while Theon International and STMicroelectronics benefit from brighter prospects. Royal Unibrew, meanwhile, collapses after its love affair with PepsiCo ends, and AB Foods disappoints by announcing the costly spin-off of Primark.

April 21, 2026 at 11:13 am

Market Odds and Ends: Poland now holds more gold than the ECB

Record gold accumulation in Poland, Taiwan overtaking London, persistent oil tensions and a retreating dollar: a look back at the movements shaking the markets.

April 16, 2026 at 06:01 pm

Siemens Energy: An overpriced success story?

Born from the spin-off of the Siemens conglomerate, Siemens Energy has emerged as one of the most compelling European equity stories in recent years. Driven by the energy transition and the surge in electrical infrastructure requirements linked to AI, the group is benefiting from a powerful narrative tailwind. However, after such a meteoric rise, the question of valuation is now taking center stage.

April 16, 2026 at 11:22 am

Tesco Hungry for More, Exail Lowers Its Guard

Earnings season is pressing on under the banner of resilience for Britain’s giants: Morgan Sindall surges after raising its targets and Tesco reassures on inventories despite geopolitical tensions. By contrast, the defense sector and industrial tech are posting a clear pullback.

April 16, 2026 at 11:10 am

Intertek certifies its growth, LVMH loses its luster

Earnings season is officially underway, bringing its share of surprises. Intertek is soaring following the announcement of rising sales, while Eurofins and Stellantis are engaging in strategic rebalancing to reassure markets. Conversely, Scatec is suffering from a divestment by Equinor, and LVMH is attempting to limit the fallout.

April 14, 2026 at 11:10 am

Robertet follows its nose, Sodexo loses its appetite

Shelly Group soars following its inclusion in the SDax, while Robertet impresses with rising profits and Exail Technologies capitalizes on fresh commercial success. Conversely, Sodexo collapses after a drastic downward revision of its targets, as the oil sector remains weighed down by persistent headwinds.

April 10, 2026 at 10:55 am