Kevin Smith

Wolters Kluwer back to a valuation worthy of its standing

Blasted by investors at the start of the year on the grounds that AI threatened its livelihood, the professional information specialist is proving, for now, that this is not the case.

November 04, 2026 at 05:39 am

Why Alstom Can't Get Out of Trouble

Alstom is a global leader. Alstom is a pure-play. Alstom invented the TGV. Alstom is at the heart of eco-friendly mobility, and Alstom keeps winning contracts. But Alstom can't get out of trouble. The stock has lost over half its value this year. It has been cut to a quarter of its value in six years. How can a company with so many strengths turn into a shareholder trap?

November 04, 2026 at 04:56 am

Marriott International fills both its hotels and its shareholders' pockets

For several years now, the world's leading hotel company has looked like an unstoppable steamroller.

November 03, 2026 at 07:50 am

Bayer finally sees light at the end of the tunnel

After hitting rock bottom, the German pharmaceutical and agrochemical group wants to believe it is now entering a recovery phase.

November 03, 2026 at 05:21 am

Colgate-Palmolive Remains a Top Investor Favorite

For many industrial companies and publicly traded businesses, the current news cycle is being driven not by AI but by the resurgence of inflation.

November 02, 2026 at 09:19 am

AstraZeneca Retains Shareholder Confidence

Robust quarterly results for the British pharmaceutical group, which continues its strong momentum despite some disappointments in R&D, and confirms its full-year targets.

November 02, 2026 at 09:14 am

Swiss group SGS bets on independent operators by acquiring ProTechnologies

SGS (-0.14%) is acquiring ProTechnologies, which supports the 550 independent centers operating under the Mon Contrôle Technique brand. The Swiss group is thus strengthening its Auto Sécurité and Sécuritest networks and expanding its offering to heavy-duty vehicles.

November 02, 2026 at 09:14 am

Eyes on Sanofi more than ever

By raising its full-year guidance, Sanofi is sending a positive signal to the market. It still needs to follow that up with tangible results, which will not be easy.

November 02, 2026 at 03:20 am

What Does the Future Hold for PayPal?

Can the payment services provider, once dominant but now crushed by competition, reinvent itself and return to growth? Or is it doomed to "cannibalize" itself, meaning aggressively buy back its own shares while doing its best to defend its playing field?

October 30, 2026 at 06:47 am

A remarkable performance for Prysmian

Prysmian posted by far the best performance on the FTSE MIB, soaring 6.96% to EUR115.10. The Italian specialist in cables and related systems reported a historic quarter and reached its 2028 targets two years ahead of schedule.

October 30, 2026 at 03:49 am

Krupa's method is proving its worth at SocGen

Highly encouraging, Societe Generale's quarterly results confirm that its turnaround is real.

October 29, 2026 at 09:50 am

UPS fundamentals under a lot of pressure

A back-to-school stock rally for the carrier, which still ranks among the highest dividend yields on US markets.

October 29, 2026 at 06:58 am

Deutsche Bank's turnaround enters its second phase

Repositioned under the leadership of Christian Sewing, Germany's largest bank is staging the sector's most spectacular stock-market comeback.

October 28, 2026 at 08:43 am

BNP Paribas' market cap plunges back below its tangible book value

Europe's largest banking group reported quarterly results in line with expectations this morning.

October 28, 2026 at 08:43 am

A Painful Return to Square One for Kering

In 2026 the share price has fallen back to the same level it was at in 2013, a year when, after a strategic refocusing process that lasted almost eight years, Pinault-Printemps-Redoute officially became Kering.

October 27, 2026 at 06:54 am

At Verizon, the Headlines Are Better Than the Numbers

Yesterday, investors greeted the release of the largest US telecom operator's quarterly results with justified caution.

October 27, 2026 at 06:28 am

Sika hit by difficult market conditions and missed targets

The world's leading construction chemicals company published its Q3 results late last week.

October 26, 2026 at 10:28 am

Nasdaq always in the right place at the right time

Another stellar year for the operator of the world's most dynamic financial market.

October 23, 2026 at 08:11 am

The more things change, the more they stay the same at Nokia

Three things have remained constant at Nokia for the past two decades: promises to return to growth, restructuring costs and changes in its chief executive.

October 23, 2026 at 05:07 am

European defense: the markets want results

Military budgets are surging, order books are overflowing and European defense stocks… are no longer exciting investors. In a sector facing industrial challenges, the time for selectivity has arrived.

October 22, 2026 at 10:22 am

AI to the rescue of major security companies?

Will security and guarding companies be amongst the big winners of the AI boom?

October 19, 2026 at 03:28 am