Grégoire Legrand

CRH's Blueprint for Growth: Aggregates, Cement, and Beyond

CRH operates as a global leader in building materials, providing integrated solutions for complex infrastructure, non-residential, and residential construction projects. The company combines essential materials like aggregates and cement with value-added products and construction services, supporting projects from initial planning through to end-of-life recycling. Let’s take a closer look.

September 16, 2024 at 08:20 pm

A central bank and it's off again?

Fridays the 13th have a dubious reputation, but investors don't seem particularly anxious this morning*. Yesterday, the European Central Bank lightened the mood by meeting expectations. All eyes now turn to its American counterpart, which is due to start its downward path on key rates next week. It remains to be seen which path will be adopted, since this is still a matter of debate, as we shall see together in the lines that follow.

September 13, 2024 at 09:10 am

Analyst recommendations: Oracle, McDonald's, S&P Global, Adobe...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 13, 2024 at 09:07 am

ECB to cut rates without lowering its guard

The ECB is expected to cut its key interest rates today in an effort to revive the sluggish European economy, which currently moves with the speed of a sedated tortoise. In the U.S., we’ll have to wait until next week for a potential rate cut, but investors seem less anxious, buoyed by a third consecutive session of rebounding big tech stocks.

September 12, 2024 at 07:19 am

Analyst recommendations: J.P. Morgan Chase, T-Mobile US, Blackstone, Equinix...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 12, 2024 at 07:03 am

The mood is getting heavier, but Taylor Swift is keeping watch

Despite the resurgence of the US technology sector and a stagnant VIX "fear" index, the mood in the stock markets remains gloomy. A series of minor concerns, which collectively are starting to have an impact, are weighing on sentiment. The countdown to the next monetary policy decisions is on, with the ECB meeting tomorrow and the Fed next week. Meanwhile, inflation, challenges in the automotive industry, and even Taylor Swift are dominating conversations in the financial world.

September 11, 2024 at 07:36 am

Analyst recommendations: Exxon Mobil, Accenture, Citigroup, Morgan Stanley...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 11, 2024 at 07:25 am

Four steps back, one step forward

Stock markets rebounded yesterday, but volatility remains higher than usual. This indicates that investors are prone to overreact to events or data that, under normal circumstances, wouldn't cause much movement. Today's landscape features a blend of import-export figures, a presidential debate, updates from Apple and Oracle, and actions from one or two central banks.

September 10, 2024 at 07:32 am

Analyst recommendations: Apple, Oracle, Progressive, Dollar Tree...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 10, 2024 at 07:15 am

The market burns its idols

The first week of September 2024 has been particularly challenging for the stock market, except for those in the bearish camp or the few financiers who seem to thrive on market turmoil. With nine days left until the US central bank makes a critical decision on its monetary policy, all eyes are on this upcoming event. For now, the outlook remains uncertain at best, with dark clouds looming on the horizon and the occasional flash of volatility.

September 09, 2024 at 09:15 am

Analyst recommendations: Verizon, Nucor, Colgate-Palmolive, Kimberly-Clark...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 09, 2024 at 08:56 am

Work is good for your health (stock market)

The first week of September did not go down as one of the best stock market performances of the year - on the contrary. Financiers are once again shaking their heads over global growth and their favorite bets: goodbye calves, cows, pigs, Nvidia and Hermès. Unless the last US statistic of the week puts the bull market back on track?

September 06, 2024 at 05:53 am

Analyst recommendations: Broadcom, Qualcomm, Lululemon Athletica, Vertex Pharmaceuticals...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 06, 2024 at 05:34 am

Such a long wait

The road to the first rate cut of the U.S. central bank's cycle is not a smooth one. Investors are playing scare tactics with the US economy, overreacting to the slightest economic indicator and becoming increasingly nervous. With almost two weeks to go before the Fed's famous decision, volatility is likely to remain high over the next few sessions.

September 05, 2024 at 10:26 am

Analyst recommendations: Booking Holdings, Humana, Dollar Tree, Lloyds Banking Group...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 05, 2024 at 10:10 am

Avery Dennison Corporation : Everything you're looking for

Avery Dennison is a global leader in materials science and digital identification solutions by offering a comprehensive range of products, including labeling materials, RFID inlays, and software connecting the physical and digital worlds, the company serves industries such as apparel, retail, logistics, and automotive. With over 200 manufacturing and distribution facilities in more than 50 countries, the group is playing a crucial role in enhancing supply chain efficiency, sustainability, and customer experience. Let’s take a closer look:

August 22, 2024 at 09:41 am

Cencora's cure-all: A dose of data and distribution

Cencora is a key global player in pharmaceutical sourcing and distribution, enhancing patient access to essential products. The company serves a wide range of healthcare providers, offering brand-name, specialty, and generic pharmaceuticals, as well as home healthcare supplies. Beyond distribution, Cencora provides services like data analytics, regulatory consulting, and specialized logistics, supporting clients from hospitals to veterinary clinics across the U.S. and select global markets. With over 45,000+ employees, let’s take a closer look at this behemoth.

August 19, 2024 at 09:48 am

Which way to go?

Investors can often exhibit remarkably short memories. This trait, while seemingly fleeting, can be advantageous as it enables them to quickly shift focus to potential gains after nearly succumbing to anxiety just days earlier. Currently, market conditions appear to be stabilizing, with economic indicators aligning to suggest a more predictable future, which in turn encourages a renewed appetite for risk. The psychology of the market often hinges on just a few critical factors.

August 16, 2024 at 09:28 am

Packaging Corporation of America : The art of packing everything

Founded in 1867 in Quincy, Illinois, Packaging Corporation of America is today the third largest containerboard producer and a leading uncoated freesheet (UFS) paper manufacturer in North America. With a network of manufacturing and distribution facilities across the United States, it operates eight mills and 86 corrugated products plants, primarily in the United States, with headquarters in Lake Forest, Illinois. Let’s dive into it.

August 13, 2024 at 09:57 am

Allegion plc : Foolproof security

Allegion is a global security company that focuses on safety and providing easy access in various settings. With a history of innovation, they've developed products like the "panic release bar" in 1908 and the first electric-controlled lock. Incorporated in Ireland in 2013, Allegion became an independent company after separating from Ingersoll Rand. Let's take a closer look.

August 07, 2024 at 10:42 pm

From Mammograms to Molecules: Hologic's Quest in Women's Health Tech

Hologic, founded in 1985 and headquartered in Marlborough, Massachusetts, is a medical technology company focused on improving women's health through early detection and treatment. It specializes in medical imaging, diagnostics, and surgical tools for disease diagnosis, breast health, gynecological surgery, and skeletal health. Hologic's products are used in hospitals, clinical labs, and healthcare facilities, distributed through direct sales and independent distributors. Let’s take a closer look.

July 31, 2024 at 01:23 pm