Kevin Smith

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 10:15 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 11:53 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 01:05 pm

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 11:05 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 05:56 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 03:46 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 12:10 pm

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 11:42 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 10:19 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 06:02 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 05:18 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 12:05 pm

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 11:44 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 12:02 pm

Serious uncertainties remain at Nvidia

Of course, there are headlines and good news. The first is that the graphics processor designer has completed another quarter of growth and managed to increase its revenue fortyfold in ten years.

May 30, 2025 at 11:05 am

Coca-Cola's share buybacks could well cause controversy

Share buyback announcements are always welcomed by investors. But appearances can sometimes be deceiving.

May 28, 2025 at 01:12 pm

Coca-Cola vs. PepsiCo: the stockmarket battle

The two long-standing rivals have different profiles but equivalent financial performances—both of which are quite impressive.

May 28, 2025 at 12:57 pm

Asics returns to grace

After ten years of stagnation on the stockmarket and a delicate crisis situation, the Japanese sports equipment manufacturer's shareholders have been rewarded by a stratospheric rise in its share price since 2023.

May 27, 2025 at 11:42 am

JD Sports: Investors remain on the defensive

After meteoric expansion—its revenue increased eightfold between 2012 and 2022, and its operating profit increased thirteenfold—the sportswear chain seems to have hit a wall.

May 26, 2025 at 12:57 pm

Group that owns 'The North Face' on the verge of bankruptcy.

The noose is tightening around V.F., which also owns the Vans, Eastpak, Timberland, and Dickies brands, amongst others.

May 23, 2025 at 11:42 am

EasyJet shunned by investors despite significant progress

With its market capitalization having fallen by two-thirds in ten years, the British low-cost airline is struggling to disprove the adage that the airline industry remains toxic and unsuitable to invest in.

May 23, 2025 at 10:56 am