Kevin Smith

Frasers continues to increase its stake in Hugo Boss

Eighteen months ago, in these very columns, MarketScreener hailed what looked like the beginnings of a turnaround plan well underway at the German ready-to-wear brand.

March 17, 2025 at 06:07 am

DocMorris stems cash drain and prepares for refinancing

Even though it is still largely dependent on the German market and has a long way to go in other countries, the European online pharmacy sector looks set for a bright future.

March 17, 2025 at 05:10 am

Beyond Meat forced to restructure after unprecedented speculative mania

Founded in 2009 and floated ten years later, for a few quarters the plant protein specialist's market capitalization flirted with a threshold of almost $10bn.

March 14, 2025 at 07:10 am

Demna at Gucci (Kering)? A 5/10!

With Kering down 10% at the opening of the Paris Bourse on Friday March 14, it's safe to conclude that Gucci's new artistic director has not been unanimously approved, or either unanimously disapproved of. The Italian label, owned by the Pinault family, has been declining for years. Successive designers' efforts to revive the brand have ended in failure. Demna Gvasalia is clearly leaving with a low level of confidence, at least amongst the financial community.

March 14, 2025 at 06:55 am

Trump threatens Europe with 200% wine tax

Donald Trump raises his voice. On Thursday, the American president threatened to impose a 200% tariff on European wine and other spirits, in retaliation for Brussels' decision to tax American whisky. A trade showdown that threatens to rekindle tensions between Washington and the European Union.

March 13, 2025 at 10:57 am

Volkswagen limits the damage and embarks on major strategic shift

Volkswagen has almost tripled its sales, operating profit and dividend per share in fifteen years. Nevertheless, its share price has recently returned to its former level, while the discount on the group's equity has never been so pronounced since the sub-prime crisis.

March 12, 2025 at 10:23 am

On Wall Street, the return of Value stocks

Away from the spotlight and the excesses of the Nasdaq, traditional stocks are regaining ground against the stars of US growth. And the Warren Buffett touch still has a long way to go.

March 11, 2025 at 10:53 am

Zalando reaches its glass ceiling

Exactly a year ago, we pointed out that the fashion e-commerce platform's growth had probably reached its glass ceiling.

March 11, 2025 at 04:27 am

DHL scales back its ambitions

MarketScreener analysts have always had a special fondness for DHL.

March 07, 2025 at 04:35 am

20 European smallcaps exposed to military spending

Here's a brief presentation of 20 small players with exposure to military spending, listed on European markets. They are listed in alphabetical order, with no bias regarding valuation or business model quality. These are volatile dossiers, whose characteristics you can discover in the dedicated MarketScreener stock profiles. A frenzy has already gripped some of them since Europe announced its rearmament.

March 06, 2025 at 04:25 am

Swiss chocolatier Lindt continues to impress

The almost two-hundred-year-old Swiss chocolate maker published its annual results yesterday.

March 06, 2025 at 03:44 am

CNRL and Canadian oil producers once again caught in the crossfire

With U.S. tariffs taking effect last night, Canada and its hydrocarbon producers are once again facing difficulties on their only export market.

March 05, 2025 at 03:44 am

Burford Capital's business model divides analysts

The world's leading provider of litigation financing has all the right ingredients to arouse the suspicions of those with a grumpy disposition.

March 04, 2025 at 10:07 am

ETF of the week: Diversification, a bulwark against volatility

Equity markets are facing a cocktail of uncertainties: stretched valuations for tech giants, questions about the scale of investment in AI, fears about US growth and consumer confidence, risky tariff policy. And the future of monetary policy remains generally unclear at this stage. Against this backdrop, diversification into asset classes other than equities enables us to limit market jolts while retaining exposure to growth opportunities.

February 27, 2025 at 10:56 am

Bank of Ireland at the confluence of the best of both worlds

A duopoly position combined with rising interest rates represents a kind of magic combination in the banking sector.

February 26, 2025 at 09:05 am

Zoom publishes its annual results

MarketScreener has already commented on the case of the videoconferencing specialist on a number of occasions - not all of which have been positive.

February 25, 2025 at 04:36 am

Bumble falls victim to spectacular investor disenchantment

Four years ago, the market capitalization of the company specialized in online dating reached $14 billion. Since then, it has plummeted to just $564 million.

February 24, 2025 at 05:08 am

CoStar makes progress but still needs to convince

The world's leading real estate portal is forecasting an 11% increase in sales in 2024, in line with its annualized growth rate over the last decade.

February 21, 2025 at 05:05 am

IShares MSCI World ETF: The most popular World ETF

Looking for a boring but efficient ETF? The iShares MSCI World ETF is for you! This index fund covers a broad spectrum, offering exposure to 1,400 companies from 23 countries. It's one of the most widely used ETFs in global portfolios. A boring ETF, but one that does the job: replicating world market trends, in dollars, for moderate fees, with overexposure to US stocks, which make up over 70% of the index.

February 20, 2025 at 10:29 am

Warren Buffett's bet in Occidental continues to astonish

In recent weeks, Berkshire Hathaway has further increased its stake in the oil company, which now concentrates more than four-fifths of its production in the USA, mostly in the prolific Permian Basin in Texas.

February 19, 2025 at 03:28 am

Rheinmetall: A cult object

Boosted by European rearmament and the weakening of the American umbrella, Rheinmetall has eclipsed the main armaments players on the old continent. Its business, which has grown 28-fold in ten years, embodies the new geopolitical reality. But can this meteoric rise last? To answer this question is to begin by asking another…

February 18, 2025 at 03:26 am