Thomas Barnet

French Analyst Ratings: Jefferies turns bullish on Rexel, TD Cowen raises Kering target

Jefferies upgraded Rexel to a positive stance this morning. "We see a favorable backdrop for Rexel through 2026, supported by significant pricing tailwinds, a recovery in certain industrial and construction markets, and another year of robust growth in the data center sector," the analyst explained. Elsewhere, Kempen upgraded Mercialys while downgrading Unibail.

April 09, 2026 at 09:38 am

Shareholder Divests 4.4% Stake in Exosens

Exosens shares are expected to face technical pressure during the April 9 session following a private placement.

April 09, 2026 at 09:25 am

MarketScreener Corporate Earnings Calendar: April 9, 2026

April 08, 2026 at 06:54 pm

Why you can't afford to miss the market's biggest rallies

At the risk of stating the obvious, the stock market's best performing days do not occur during calm and comfortable periods. Instead, they most often emerge in the midst of the most anxiety-inducing environments.

April 08, 2026 at 06:31 pm

Why missing the market's biggest rallies is a costly mistake

At the risk of stating the obvious, the stock market's best days do not occur during calm and comfortable periods. Instead, they most often emerge in the heart of the most anxious times.

April 08, 2026 at 05:10 pm

Why banking, tourism and commodities stocks are soaring

This morning, MarketScreener noted in its daily column that following the ceasefire in the Middle East, "extreme arbitrage enthusiasts will likely be long on airlines and short on oil companies." However, many other sectors are also experiencing spectacular surges or big falls. Here's the breakdown of this.

April 08, 2026 at 12:58 pm

Why banking, tourism, and commodities are soaring on the stock market

This morning, in its daily column following the Middle East ceasefire, MarketScreener wrote: "extreme arbitrage enthusiasts will likely be long on airlines and short on oil majors." However, many other sectors are also experiencing spectacular surges or staggering collapses. Here is the breakdown.

April 08, 2026 at 11:44 am

French Analyst Ratings: New Buy Recommendations for Spie and STMicroelectronics

Semiconductors are in the spotlight this morning, as William O'Neil initiates coverage on STMicroelectronics and Jefferies raises its price target for Soitec.

April 08, 2026 at 09:25 am

Duval family reportedly considering exit from Eramet

According to the Financial Times, the anchor shareholder of the French mining group has mandated Lazard to explore its options, as Eramet navigates a period of severe financial and governance strain.

April 08, 2026 at 09:07 am

Danone reportedly eyeing Reckitt's Mead Johnson

Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group, although ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.

April 08, 2026 at 08:59 am

Danone reportedly eyeing Mead Johnson (Reckitt)

Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group but ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.

April 08, 2026 at 07:50 am

Duval family reportedly considering exit from Eramet

According to the Financial Times, the anchor shareholder of the French mining group has mandated Lazard to explore its options, as Eramet grapples with severe financial strain and a governance crisis.

April 08, 2026 at 07:35 am

Pershing Square offers to acquire Universal Music Group (UMG) for EUR55.8bn

Bill Ackman's Pershing Square intends to acquire Universal Music Group in a cash-and-stock deal valued at EUR30.40 per share of the former Vivendi subsidiary, representing a 78% premium over its current valuation (EUR17.10). According to our calculations, the transaction would be worth EUR55.75bn, based on 1.833 billion shares outstanding.

April 07, 2026 at 09:50 am

France analyst calls: Action on Danone, JCDecaux and Worldline

Among today’s changes, Accor, Air Liquide, Danone and Getlink are seeing shifts in price targets. TD Cowen turns bullish on JCDecaux.

April 07, 2026 at 09:36 am

Pershing Square offers to buy Universal Music Group (UMG) for €55.8bn

Pershing Square, Bill Ackman's fund, intends to buy Universal Music Group through a cash and stock offer that would value the former Vivendi unit at €30.40 per share, a 78% premium to its current valuation (€17.10). By our calculations, the deal would come to €55.75bn, based on 1.833bn shares outstanding.

April 07, 2026 at 09:31 am

TotalEnergies partners Masdar in Asian renewables push

TotalEnergies and Masdar are set to form a 50/50 joint venture valued at $2.2bn. The entity will consolidate their onshore renewable energy operations across nine Asian countries, aiming to capitalize on the region's surging electricity demand.

April 02, 2026 at 10:22 am

KKR becomes latest to curb redemptions in private credit fund

KKR has restricted redemption requests in its K-FIT fund following an unprecedented surge in withdrawals, signaling growing anxiety surrounding the private credit market, Bloomberg reports.

April 02, 2026 at 10:09 am

TotalEnergies partners with Masdar for Asian renewables

TotalEnergies and Masdar are set to form a 50/50 joint venture valued at $2.2 billion. The entity will consolidate their onshore renewable energy operations across nine Asian countries to capitalize on the region's surging electricity demand.

April 02, 2026 at 09:48 am

France Analyst Views: EssilorLuxottica Less in Favor, Targets Raised on TotalEnergies and Nanobiotix

Today’s selection includes luxury names, electrical equipment makers and property companies.

April 02, 2026 at 09:40 am

KKR, in turn, puts the brakes on withdrawals from a private credit fund

KKR capped redemption requests in its K-FIT fund after an unprecedented wave of withdrawals, a sign of rising worries around private credit, Bloomberg learned.

April 02, 2026 at 09:29 am

Explainer: GmbH, NV, KGaA, Plc, SpA, Oyj, SGPS… what are we talking about?

Have you ever wondered why there are two pharmaceutical companies with the same name on the stock market, Merck & Co, Inc. and Merck KGaA? And for that matter, what do "Inc" and "KGaA" actually mean? From SE and Inc. to Ltd and SpA… let's dive into the acronyms that typically follow the names of listed companies.

April 01, 2026 at 11:03 am