Esteban Gustave

Heineken Sparkles, Verbio Accelerates While Dassault Systèmes Loses Its Shine

Gerresheimer plunges amid accounting violations, Dassault Systèmes loses ground after lackluster results, while Siemens Energy triples its profit driven by gas turbines and Ahold Delhaize benefits from a surge in net income. On the recommendations front, Deutsche Bank and Berenberg boost Verbio and Wacker Chemie by moving them to buy.

February 11, 2026 at 04:40 am

Kering Restitches Its Course, Philips Rekindles Growth, Ionos Loses Signal

The luxury sector is striving to regain its luster with Kering, buoyed by a less deteriorated year-end and hopes for a recovery at Gucci, while Philips benefits from a return to profit and clearer targets for 2026. Technology stocks remain volatile, with Ionos and TeamViewer suffering from AI-related doubts, as several European stocks are stirred by changes in recommendations, from Bittium to 1&1 AG.

February 10, 2026 at 05:31 am

InPost lifted by FedEx, STMicro plugged into AI, Eramet undermined

InPost is soaring after being bought by a consortium led by FedEx, STMicroelectronics is benefiting from an expanded partnership with AWS in cloud and AI, while several European names are under pressure, from Eramet and NatWest, weakened by governance and capital issues, to industrial and transportation stocks hit by more cautious analyst calls.

February 09, 2026 at 04:53 am

From Seoul to Copenhagen via Australia: the three GARP gems

The GARP (Growth At Reasonable Price) style appeals for its rare balance: visible growth, reasonable valuation and financial strength. But which companies truly combine all three? Applying a strict filter to the GARP universe via our screener, three names stand out: SK Hynix in semiconductors, H. Lundbeck in neuroscience and Perseus Mining in gold.

February 06, 2026 at 09:29 am

Stellantis Skids Off Track, Vinci Accelerates

Stellantis suffers a harsh penalty after a poorly received strategic shift, dragging the entire automotive sector down with it. Vinci and Kongsberg benefit from a reassuring flow of earnings reports, while recommendation changes stir up Nemetschek and Kering.

February 06, 2026 at 04:36 am

Pileup at Volvo, Nordic Semiconductor and Rational take the fast lane

Nordic Semiconductor is in the spotlight after returning to profitability, while Rational and Tonies extend their momentum after strong reports. By contrast, Volvo Cars is absorbing a brutal market disappointment, weighed down by deteriorating performance and a very cautious tone. Recommendation changes also hit Lundbeck and Sodexo, while BNP Paribas remains supported.

February 05, 2026 at 04:32 am

Asset Sale at AMS-Osram, Takeover Bid for Beazley, Novo Nordisk Hit by a Sledgehammer

AMS-Osram and Beazley are lifting the tape after announcements of an asset sale and a takeover bid, while Wendel is being applauded for its exit from Stahl. Novo Nordisk is taking a brutal hit from its 2026 outlook, while Boliden and Demant react to a string of broker tweaks.

February 04, 2026 at 04:48 am

Evotec and BioGaia lift biotech, Vitrolife misses on diagnostics

The session is taking shape around biotech flows, led by Evotec and BioGaia, while financials find fresh momentum via Amundi. Margin pressure continues to weigh on industrials, and cyclical names like Pandora or Schaeffler are seeing more defensive positioning.

February 03, 2026 at 04:35 am

Strong demand for Arteche, Pandora regains its shine... banking crash at BFF

Arteche is drawing fresh inflows ahead of its move to Spain's main market, Pandora is in focus as gold and silver slide again, while Delivery Hero and Heineken benefit from more constructive takes. The session is weighed down by the collapse of BFF Bank, lingering jitters around Eramet and pressure on energy, with TotalEnergies taking the full hit from the pullback in oil.

February 02, 2026 at 04:51 am

Electrolux turns up the heat, Alten polishes its precision ...Billerud gets crumpled

Industrial and tech names are leading the charge, powered by Electrolux and Alten, which are reassuring investors on margins, while engineering and equipment stocks benefit from active broker support. At the other end of the spectrum, materials, telecoms and lighting are under pressure: Billerud, Signify and Elisa are paying the price for disappointing releases and still-fragile visibility.

January 30, 2026 at 04:48 am

Aubay Set for Gains, Remy Adds Punch, SAP Stumbles on Outlook

Aubay and DWS are in demand after raising targets and offering greater visibility. Spirits stocks are regaining momentum, with Rémy Cointreau pulling Pernod Ricard higher thanks to a recovery in the US market. In contrast, SAP, Intrum, and Paradox are punished, while Nokia, Interroll, and Givaudan suffer from a harsher reading of their results.

January 29, 2026 at 04:49 am

ASML Locks In the Rally, Uniper Breaks Free, LVMH Loses Its Luster

ASML sets the pace and lifts semiconductors, while Uniper regains momentum after concrete progress toward privatization. Still, disappointing earnings are being punished hard, with Dometic, Stolt-Nielsen and Tele2 paying the price as investors scrutinize the numbers. Luxury is not spared either: LVMH is struggling to get going again.

January 28, 2026 at 04:42 am

Siegfried Raises the Stakes, Crédit Agricole Builds Momentum... Dr. Martens Stumbles

Siegfried is in strong demand following an external growth operation, while several stocks find support from solid earnings or shareholder-friendly decisions, such as Sage Group or Prudential. Conversely, Dr. Martens and Getinge are sharply out of favor, as their operational updates still leave too many unanswered questions.

January 27, 2026 at 04:43 am

Fnac rings up gains at the register, OHB reaches for the stars...Hemnet loses ground

Fnac Darty stands out as the centerpiece, lifted by a deal that puts the stock back in the spotlight, while Basic-Fit and Friedrich Vorwerk regain momentum on the back of solid releases. On the other side, Danone and Skan are a reminder that sensitive headlines and profit warnings still get punished hard, in a session marked by quick-fire rotations and a flurry of recommendation changes.

January 26, 2026 at 04:32 am

Glencore digs deeper on deal talk, Tecan steadies the lab, Sainsbury struggles to digest Christmas

Glencore is whetting the market's appetite with a tie-up scenario that is heating up the mining complex, while Tecan reassures investors by sticking to its industrial course despite a fragile backdrop. By contrast, J Sainsbury is stumbling at the checkout, as food is not enough to offset weakness at Argos, in a session also driven by multiple analyst rating changes.

January 09, 2026 at 05:05 am

Uniper Recharges the Grid, Soitec Gets a New Pilot.....AB Food Heads to the Checkout

Soitec stands out after announcing its new CEO, while Dassault Aviation remains well supported by the geopolitical backdrop, as well as by deliveries and a higher price target. OVH moves higher on a solid quarter, while a series of recommendation changes continues to weigh on Logitech and Randstad.

January 08, 2026 at 04:47 am

Redcare Running Short of Remedies, Exail and Uniper Gain Altitude

Exail remains in the market's good graces after a new contract. Lufthansa takes off thanks to Morgan Stanley, while several rating downgrades weigh on Volvo, Bachem and Evonik.

January 07, 2026 at 04:59 am

1929: The Great Fire Sale of the Dow Jones

If today's volatility in AI stocks or crypto makes you shiver, sit down and calm down. Today, we rewind to October 1929. It's the story of an era when people thought trees grew to the sky-and when the concept of "risk management" was about as popular as a gluten-free diet at a medieval banquet.

January 06, 2026 at 05:01 am

Fusion-Portfolios: the Trio that triggers the Reaction

Our approach has focused our research on the nuclear value chain, a strategic market booming thanks to energy security imperatives and new investment cycles. Rigorous criteria were applied to isolate only the leaders showing the best Quality (profitability, profitability margin, financial health) and the greatest growth potential (EBITDA margin growth, Revenue, FCF). The result is a selection to hold the three companies that dominate their segment through their specialized divisions in this sector.

December 04, 2025 at 10:13 am

German tech has not said its last word

Our screener highlights three German software companies that combine growth momentum, financial strength, along with valuations that are still reasonable. The filter is based on the ability to maintain sustained earnings growth without the market having already priced everything in, with a particular focus on PEG to measure the relationship between expected growth and price paid.

November 19, 2025 at 09:03 am

Ericsson recovers thanks to margins and a strategic contract with Vodafone

The Swedish telecommunications group has published mixed quarterly results, but better than expected in operational terms. The sale of iconectiv and continued cost-cutting efforts have supported profitability, while a major contract with Vodafone offers new prospects.

October 14, 2025 at 05:19 am