Mathieu Rubel

At Airbus, No Quantity Without Quality

Aerospace manufacturers do not like quality problems. First, because they shine a spotlight on the reliability of their aircraft. Second, because they are often a sign that something has gone wrong somewhere in the supply chain. In a sector accustomed to operating with little slack, the consequences can quickly become significant, both industrially and financially.

September 29, 2026 at 05:27 am

How Ryanair Makes Money on a EUR19 Ticket

In business, Ryanair sticks to a simple rule: cut costs, raise revenue and capitalize on competitors' struggles. The company advertises some tickets for EUR19 even though the average ticket price is EUR50.66.

September 28, 2026 at 09:08 am

Konecranes surges, Airbus and bp weigh on markets

Konecranes stands out after raising its ambitions and announcing a share buyback program, while Huber+Suhner and Nanobiotix benefit from favorable announcements. BP, Airbus and DNO are hurt by concerns related, respectively, to a possible acquisition, a quality issue and the battle for Capricorn.

September 25, 2026 at 03:57 am

How High Can Long-Term Rates Rise Before Stocks Crack?

The rebound in long-term US yields is calling into question the relative appeal of equities. As long as Wall Street keeps betting on earnings growth, it can hold up. But at around 5% or 5.5%, the pressure could become far harder to ignore.

September 23, 2026 at 11:22 am

AMS and Valeo lifted by brokers, Muse keeps the pressure on Orange

In a hesitant market, the day's many analyst calls add color. They benefit Valeo, AMS-Osram and Sweco. Among the day's disappointments are Arcadis, which loses a bidder, and Sampo, whose main shareholder sold shares.

September 23, 2026 at 04:50 am

Tech advances, lifted by OVH and Soitec, Ipsen and Coface under pressure

Nordnet rebounds thanks to its share buyback program, while technology stocks benefit from a supportive backdrop. Ipsen, Coface and Ayvens fall after announcements the market viewed as less favorable.

September 21, 2026 at 05:36 am

ASML, the machine built for more than Moore

ASML is one of the most strategic companies on the planet. Since the rise of AI, that has become even more true, and the market has clearly gotten the message by making it Europe's largest company by market value. The stock's relative lull (-2% over three months) gives us a chance to revisit where the story stands, its strengths, and the issues on the table today.

September 10, 2026 at 09:37 am

Analyst calls lift stocks even as solid results come in below expectations

While analyst recommendations push up shares of Ayvens, Abivax, Fortum and SPIE, M.P. Evans Group advances after one of its subsidiaries announced a solid acquisition. By contrast, a paradoxical reaction to results from Associated British Foods and Genus sends their shares lower.

September 10, 2026 at 04:17 am

Rubis posts gold-standard results, telecom operators talk, Novartis has to pull the parachute.

Good news is lifting Rubis, Sandoz and Computacenter, while European telecom operators are weighing a satellite alliance. By contrast, Novartis is sliding after a clinical setback, while Dunelm, Burkhalter, Societe Generale and Bic are trading in the red.

September 08, 2026 at 04:36 am

Soitec in cruise mode, Novartis disappoints

Burkhalter is benefiting from results that reassure investors despite lackluster growth, semiconductors are making investors happy with names such as Soitec and ASM International. Novartis disappoints, and shares in Schindler and Vonovia are lower after rating downgrades.

September 07, 2026 at 04:27 am

Volkswagen shifts into second gear, with Porsche in its wake. Vivendi disappoints

Volkswagen pulls out of neutral with the launch of a rescue plan, and Porsche follows suit. Soitec extends its rally after results beat expectations, while Vivendi slips and drags Bolloré lower with it.

September 04, 2026 at 05:45 am