Thomas Barnet

Edenred Targeted by Antitrust Probe in Italy

The Italian Competition Authority (AGCM) has launched an investigation into Edenred Italia and its parent company Edenred SE for a potential abuse of dominant position in the meal voucher market, the regulator announced this morning.

March 26, 2026 at 10:48 am

France Analyst Views: STMicro, Soitec, Trigano and Kering Take Center Stage

Banks and semiconductors are on the agenda this morning, along with companies that reported results (Trigano, Roche Bobois) and the ever-present TotalEnergies.

March 26, 2026 at 10:36 am

Edenred targeted by antitrust probe in Italy

The Italian Competition Authority (AGCM) has launched an investigation into Edenred Italia and its parent company Edenred SE for a potential abuse of dominant position in the meal voucher market, the regulator announced this morning.

March 26, 2026 at 10:26 am

MSCI Launches Daily Private Credit and Private Equity Indices

MSCI is attempting to bring real-time transparency to private markets. With the launch of its Nowcasting (Daily NAV) indices, the index provider now offers daily NAV (Net Asset Value) estimates for private credit and private equity-two asset classes historically characterized by structural opacity.

March 25, 2026 at 06:21 pm

France analyst notes: price targets keep climbing for Schneider and TotalEnergies

Energy-related names are still generating plenty of ink on the Street. The spotlight this morning is on TotalEnergies and Technip Energies.

March 25, 2026 at 10:48 am

SpaceX could file its IPO prospectus as soon as this week

The Elon Musk-controlled group is considering filing its IPO paperwork in the coming days or next week, according to a source cited by leading U.S. tech publication The Information. That would be a major step toward a listing in June.

March 25, 2026 at 10:44 am

France analyst views: Morgan Stanley follows Citi on Teleperformance, Abivax and Eiffage targets raised

Today’s calls are a bit thin on French stocks. Still, there is downside action on Teleperformance and Valneva in particular. Safran and Eiffage, by contrast, are benefiting from higher targets.

March 24, 2026 at 10:36 am

Estée Lauder and Puig Talk Merger

The reshaping of the beauty landscape is underway. Estée Lauder has confirmed it is in talks with Puig, after the Wall Street Journal and the Financial Times reported the discussions. The tie-up could create a stronger rival to L'Oréal.

March 24, 2026 at 10:28 am

Equity market downturns: Which strategies can limit losses?

When equity markets drop sharply, the initial reaction for most investors is the same: seek protection. It's a human instinct. However, in finance, protection is never free. It is paid for through performance, complexity, or missed opportunities-and it is never guaranteed. In this article, we examine the primary traditional options available to investors.

March 23, 2026 at 03:43 pm

Valneva collapses following disappointing news on Lyme disease vaccine

Valneva shares have plummeted 29% in Paris today, following a setback for the Lyme disease vaccine candidate developed in partnership with Pfizer.

March 23, 2026 at 03:31 pm

Trump reverses market losses, oil plunges!

European markets began the week on a somber note… before Donald Trump pulled one of his bombshell announcements out of a hat. In Paris, the CAC 40 swung from a 2% loss to a gain of over 2% in just a few minutes. Brent crude prices plunged 10%. US futures have moved back into the green.

March 23, 2026 at 03:20 pm

Valneva sinks following setback in Lyme disease vaccine trial

Valneva shares plummeted 29% in Paris trading following disappointing news regarding the Lyme disease vaccine candidate developed in partnership with Pfizer.

March 23, 2026 at 02:36 pm

Trump reverses market losses, oil plunges!

European markets began the week on a somber note... before Donald Trump pulled one of his bombshell announcements out of a hat. In Paris, the CAC 40 swung from a 2% decline to a gain of over 2% in just a few minutes. Brent crude plummeted 10%, while U.S. futures flipped back into the green.

March 23, 2026 at 02:27 pm

Stocks in Free Fall: What Strategies Can Limit the Damage?

When equity markets suddenly lurch lower, investors' first instinct is often the same: look for protection. That's human. But in finance, protection is never free. You pay for it in performance, in complexity, or in what you give up. And it's not even guaranteed. In this article, we walk through the main, time-tested options available to investors.

March 23, 2026 at 02:18 pm

Idi in talks to divest minority stake in Winncare

Idi, a leading player in the French private equity market, has announced that it is in exclusive negotiations to sell its minority interest in Winncare.

March 23, 2026 at 10:34 am

France Analyst Views: ST and Soitec Marked Up, Targets Cut on TP and Luxury

Analysts are continuing to mark up defensive sectors such as utilities, energy and telecoms, while cutting targets on cyclical stocks, particularly luxury. Semiconductors are weathering the storm, helped by the chip 'supercycle'.

March 23, 2026 at 10:31 am

Claranova partners with Reverso for multilingual document intelligence

Claranova has announced a strategic partnership with Reverso, a specialist in translation language technologies, to develop a new generation of multilingual document intelligence solutions for the corporate sector.

March 23, 2026 at 10:29 am

Activist Fund Elliott Takes Massive Stake in Synopsys

The activist fund has invested several billion dollars in the chip design software maker. It aims to improve monetization of a business deemed strategic in the AI era.

March 23, 2026 at 10:28 am

Frédéric Sanchez appointed Chairman of the Board of Directors at Orange

Orange announced on Friday evening that its Board of Directors has appointed Frédéric Sanchez, an independent director since 2020 and Chairman of the Strategy and Technology Committee, as the future Chairman of the Board.

March 23, 2026 at 10:27 am

STMicroelectronics ships first China-made STM32 chips

STMicroelectronics has announced the start of shipments for general-purpose STM32 microcontrollers manufactured in China, with the first batch of wafers fully produced by Huahong on its behalf now being delivered to local customers.

March 23, 2026 at 10:26 am

Activist fund Elliott takes a massive stake in Synopsys

The activist fund has invested several billion dollars in the chip design software publisher. It wants to improve the monetization of a business viewed as strategic in the AI era.

March 23, 2026 at 09:07 am