Kevin Smith

Between sluggish profits and desperate acquisitions, Campbell's in a pea souper

Times are tough for American agri-food giants.

September 04, 2025 at 06:03 am

Kraft Heinz throws in the towel

An amicable divorce at Kraft Heinz, which ten years later on definitively confirms the failure of its audacious 2015 merger.

September 03, 2025 at 04:18 am

Rare Earths: billionaire Gina Rinehart leverages her proximity to Donald Trump

The market capitalization of rare earth producers MP Materials and Lynas Rare Earths has skyrocketed since the United States adopted an openly interventionist economic policy to counter China's influence.

September 02, 2025 at 06:02 am

Quick question: what does being included in (or excluded from) an index mean for a publicly traded company?

Every year, or even several times a year, the major stockmarket indices are revised to reflect market developments. On September 22, 2025, the latest adjustments to the Euro Stoxx 50 and Stoxx Europe 50 indices will come into effect. Beyond the changing names, these movements reflect economic and financial realities. They have concrete consequences for the companies concerned, as well as for investors.

September 02, 2025 at 05:54 am

BYD is betting everything on international expansion

BYD has accustomed investors to producing weaker H1 results than in H2.

September 01, 2025 at 09:08 am

Dell is counting on AI to break out of a painful period of stagnation

The artificial intelligence boom is generating a flood of superlatives.

September 01, 2025 at 05:40 am

At Pernod Ricard, cost savings do little to mask the decline in business.

Yesterday, the market toasted the spirits group's results, gaving Pernod Ricard its best trading session in a long time. However, it changed its mind this morning, and not entirely without reason.

August 29, 2025 at 05:08 am

PetroChina shows surprising resilience

The large Chinese oil group is weathering the fall in oil prices better than its peers.

August 28, 2025 at 10:13 am

DroneShield: rapid growth but unanswered questions

Specializing in anti-drone technology, the Australian company DroneShield has experienced breathtaking growth.

August 28, 2025 at 08:20 am

Fortescue reduces dividend to pre-pandemic level

The Australian mining group, whose production represents nearly 8% of the global total, published its annual results yesterday.

August 27, 2025 at 05:36 am

Eiffage completes an exceptional cycle

The recent news from Eiffage-which is back on the acquisition trail-provides an opportunity to take a long-term look at the economic performance of the French construction giant.

August 26, 2025 at 10:59 am

Chinese e-commerce giant PDD experiences its first slowdown in history

Yesterday, the market reacted only moderately to the publication of the interim results of the Chinese e-commerce group PDD, behind PinDuoDuo and Temu.

August 26, 2025 at 10:10 am

Cracker Barrel targeted after rebranding

After revamping its brand image and ditching its old logo for a more minimalist style, the traditional American restaurant chain has been targeted on social media.

August 25, 2025 at 08:06 am

Renewed optimism for MTN and the African telecoms sector

In the south, there is no change for the leading mobile phone operator on the African continent.

August 25, 2025 at 04:05 am

Baidu still largely overlooked by investors

In theory, perfectly positioned to benefit from the secular rise of artificial intelligence, the "Chinese Google" appears spectacularly undervalued on the stockmarket.

August 22, 2025 at 09:04 am

Analog Devices: operational excellence, but stretched valuation

Until now a model of good management, the American semiconductor manufacturer is celebrating its 60th anniversary with the publication of excellent quarterly results.

August 21, 2025 at 09:09 am

Estee Lauder hits rock bottom

This is another setback for the world's second-largest beauty company, which yesterday published disastrous annual results.

August 21, 2025 at 03:42 am

Home Depot still on a roll

Despite a depressed real estate sector in the United States, the retailer specializing in building materials, DIY, renovation, and gardening continues to post robust operating performance.

August 20, 2025 at 11:01 am

The global leader in cybersecurity at a crossroads

Exactly a year ago, we wrote in these columns that the global leader in cybersecurity would struggle to sustain its peak valuation levels and that, due to the mass effect, its growth rate would undoubtedly slow down.

August 19, 2025 at 08:31 am

Carlsberg's new strategic pivot

The Danish brewer published mixed interim results last Friday.

August 19, 2025 at 03:22 am

Reddit ready to surf the wave

Does the rise of artificial intelligence really justify the exuberant stockmarket valuation of the online community platform?

August 13, 2025 at 10:34 am