Adrien Chavanne

FedEx: Strong signal of future difficulties for the US economy

Last night, the transport and logistics giant presented its Q3 figures and its outlook for the year just ended. The results show that the difficulties are set to continue. 2025 should be the third consecutive year of sales decline. The share price lost 6% in pre-market trading.

March 21, 2025 at 08:03 am

Manhattan Associates: A fabulous career, a radiant future?

Based in Atlanta, this US company specializes in software solutions (SaaS) designed to manage supply chains, inventories and omnichannel operations. The company has had one of the most successful stock market runs on Wall Street since the great financial crisis of 2008.

March 21, 2025 at 06:30 am

Cranswick: In Olympic form!

Cranswick is a British meat producer whose stockmarket track record is more akin to that of a fine technology company than that of an agri-food group. This is due to the group's vertical integration, which controls absolutely everything, from farming to processing to the supply chain. A fine model of success, all the more so as this morning the group raised its medium-term forecasts.

March 21, 2025 at 06:06 am

Champagne is going through tough times

Will Champagne be the star aperitif drink for much longer? Since 2022, prices have soared well above inflation. At the same time, alternatives are developing, such as Italian Franciacorta and English sparkling wines. The price gap with the competition - Spanish Cava, Prosecco, Crémant - is widening. Enthusiasts also criticize the standardization of the product and the domination of the big houses to the detriment of independent winemakers. Social problems - such as working conditions - and environmental problems - such as the lag in the organic market and pollution linked to exports - do not help matters. In this article, we take stock of the careers of the main players involved.

March 19, 2025 at 10:30 am

Adobe: Justified or exaggerated?

The software and services giant that is focused on content creation and management, saw its shares plunge nearly 14% on Wall Street, following the publication of its Q1 figures for the year just ended. Is this gloomy reception justified? Note that Adobe shares are down 45% since their peaks at the end of 2021.

March 17, 2025 at 06:39 am

Novo Nordisk under threat from first anti-obesity generics

The Danish laboratory, which produces Ozempic and Wegovy, will see its patents expire in certain countries as early as 2026. Generic producers such as Hikma and Sandoz are looking to position themselves in this huge market. At the same time, Novo Nordisk announces the results of the Redefine 2 study on CagriSema. Weight loss below expectations.

March 10, 2025 at 10:37 am

Air France-KLM could still take off

Investors reacted strongly to the airline's figures. The share price, which has been steadily falling in recent years, hit new lows of ?7 at the start of the year.

March 10, 2025 at 04:37 am

United Rentals: Some questions about the future

Things are moving fast in the large equipment rental sector. Last week, Herc announced the acquisition of H&E Equipment Services. If these two names don't ring a bell, they are two of the biggest players in the US market. Herc has a 4% market share. The deal was made under the nose of United Rentals, which had made an offer for the target a few days earlier. Nonetheless, this news is part of a complicated dynamic for United Rentals. The stock has lost almost 30% since its all-time highs just three months ago.

February 28, 2025 at 10:53 am

Celsius Holdings: Back on track?

The energy drink maker soared over 30% on Wall Street. It's a welcome breath of fresh air. Over the past eight months, the stock has lost almost 80% of its value.

February 24, 2025 at 05:28 am

Factset: An unjustified discount?

While smaller than S&P Global in stature, FactSet is a formidable solutions provider for the financial industry. It delivers a treasure trove of data, insightful analysis, and a suite of technologies to a clientele of 8,200, which includes over 216,000 investment professionals. Even MarketScreener, a name you might recognize, collaborates with Factset to serve up certain quotes.

February 17, 2025 at 05:56 am

Do Trump Trade ETFs really outperform?

It's February 14, 2025, and just 100 days since Donald Trump was elected the 47th President of the United States. An opportunity to take stock of what could legitimately be predicted before his election.

February 14, 2025 at 04:59 am

Spotify: Cheers to a Profitable Year!

The music streaming platform Spotify has generated profits for the first time since its inception in 2008. The wait has been long for investors, but it appears to have been worthwhile: the stock continues its ascent today on Wall Street, having already increased sevenfold from its late 2022 low.

February 04, 2025 at 10:55 am

Infineon: Results take investors by surprise

What could we expect from the semiconductor group after a lacklustre year and an automotive sector in the doldrums? Not much. And it's precisely these low expectations that have allowed the company to surprise. The share price was up on the Frankfurt stock exchange this morning.

February 04, 2025 at 04:44 am

Boston Scientific: Is the price justified?

Boston Scientific is a leading company specializing in medical devices for a wide range of interventional solutions. The stock has been racking up record highs in recent months. Let's see if this is justified.

January 31, 2025 at 03:26 am

ETF of the week: DeepSeek changes the AI landscape

China now seems to be in a position to compete in the field of AI. DeepSeek - a Chinese artificial intelligence reputed to require less computing power and be more affordable than its rivals - made its mark earlier this week. DeepSeek could help improve the efficiency of Chinese companies. In any case, it's one of Beijing's best-case scenarios, against a backdrop of persistently depressed Chinese indices.

January 30, 2025 at 04:38 am

Argan Inc: Mere myth or real promise for the future?

Here's a interesting company based in Maryland, USA. Argan specializes in providing engineering, construction and maintenance services. Our interest in this small cap (capitalization: $2.5 bn) stems from its exceptional stock market performance over the past few months. The stock has quadrupled in one year. All without being part of the artificial intelligence and technology myth of Silicon Valley. Or almost… Let's take a closer look.

January 23, 2025 at 12:10 pm

ASML VS ASM International: what's the difference?

In the particularly complex world of semiconductors, ASML and ASM International are two of the most strategic companies on the European technology market. The former weighs ten times more than the latter, but the latter has outperformed the former by a factor of three since the pandemic of 2020. What are their differences? Their strengths? Let's explore them together.

January 22, 2025 at 05:05 am

Elon Musk vs Jeff Bezos: Who's got the biggest (rocket)?

Jeff Bezos may have taken a step back from Amazon (he has stepped down as CEO in 2021, but remains Chairman of the Board), but he is no less out of business. The businessman has big ambitions in the space industry, just like his colleague Elon Musk, who nevertheless has a head start.

January 09, 2025 at 08:22 am

There's no stopping ETFs

2024 should be a record year for ETFs, especially in Europe, where inflows should be better than in 2021, the benchmark year which was exceptional.

December 04, 2024 at 12:05 pm

Why be wary of dividend yields?

Investing in shareholder-friendly companies might sound straightforward, but it's a bit more nuanced than it appears. The key is ensuring that the share price remains robust.

December 04, 2024 at 05:48 am

ETFs that guarantee your capital 100%? They do exist!

Issuers are now offering products that guarantee your capital in the event of a market downturn. In return, your performance is capped.

November 28, 2024 at 11:25 am