Nokia Oyj :  Treading water for a long time

Nokia Oyj : Treading water for a long time

Nokia's share price has been treading water for the past decade. The results for the first quarter of 2023, published yesterday, hardly seem to point to a change in the status quo.
Our Logo April 21, 2023 at 05:48 pm IST
Taiwan Semiconductor Manufacturing Company Limited :  Let's put things into perspective

Taiwan Semiconductor Manufacturing Company Limited : Let's put things into perspective

Invariably, after the adrenaline rush and the euphoria peak comes the downturn and then the hangover. Will TSMC escape this phase?
Our Logo April 21, 2023 at 05:47 pm IST
ASML Holding N.V. :  Clouds on the horizon

ASML Holding N.V. : Clouds on the horizon

Like Tesla, discussed in this very column today, the case of ASML sees two camps fiercely opposing each other.
Our Logo April 20, 2023 at 07:55 pm IST
MFE-Mediaforeurope N.V. :  Vivendi's funny business

MFE-Mediaforeurope N.V. : Vivendi's funny business

The media group jointly owned by the Berlusconi family with half of the capital and Vivendi with a quarter of the capital published its annual results yesterday.
Our Logo April 19, 2023 at 07:45 pm IST
Netflix, Inc:  Message received

Netflix, Inc: Message received

The world's leading streaming company, which released highly anticipated quarterly results yesterday, has clearly understood the message sent with force by its various shareholders.
Our Logo April 19, 2023 at 07:41 pm IST
Rambus Inc. :  An expensive master of chip interface technologies

Rambus Inc. : An expensive master of chip interface technologies

Rambus is a technology licensing company that specializes in designing architectures that enhance the end-user experience of electronic systems. It was founded in 1990 and is headquartered in Los...
Our Logo April 19, 2023 at 01:13 am IST
Exor N.V. :  Holding discount

Exor N.V. : Holding discount

The market is not always right, but it is rarely wrong. The annual results of the Agnelli family's holding company, published yesterday, allow us to verify the adage.
Our Logo April 18, 2023 at 08:18 pm IST
Charles Schwab :  Resilient, but not out of the woods yet

Charles Schwab : Resilient, but not out of the woods yet

Although it remains in the hot seat, the large American financial services group seems to be able to limit the damage in the context of a still latent banking crisis.
Our Logo April 18, 2023 at 08:17 pm IST
Tesco PLC :  Results above expectations

Tesco PLC : Results above expectations

After many warnings and alarmist announcements about the inflationary peril of the moment, we feared the worst for the large British supermarket chain.
Our Logo April 17, 2023 at 07:35 pm IST
Dr. Martens plc :  Passing fad or opportunity?

Dr. Martens plc : Passing fad or opportunity?

In 2014, the private equity firm Permira bought the iconic British counterculture brand from the Griggs family for £300 million. At the time, the brand had a turnover of £110 million and was...
Our Logo April 17, 2023 at 07:33 pm IST
Napco Security Technologies, Inc. :  A sense of protection

Napco Security Technologies, Inc. : A sense of protection

Founded in 1969, Napco Security Technologies is a leading U.S. company that provides high-tech electronic security systems. Divided into four divisions with tens of thousands of security experts...
Our Logo April 14, 2023 at 06:26 pm IST
Berkshire Hathaway Inc:  Macro trade

Berkshire Hathaway Inc: Macro trade

While waiting for the big event in Omaha, Warren Buffett is making headlines following the special interview he gave yesterday to CNBC from Japan.
Our Logo April 14, 2023 at 03:57 pm IST
CarMax, Inc:  Fallen angel, attractive valuation

CarMax, Inc: Fallen angel, attractive valuation

The largest used car sales network in the United States, which published yesterday half-hearted annual results, has seen its market capitalization divided by half in a few months.
Our Logo April 13, 2023 at 07:48 pm IST
De La Rue plc :  Burns more cash than it prints

De La Rue plc : Burns more cash than it prints

De La Rue's main business is printing banknotes for its customers. It's a pity, given the avalanche of difficulties it's facing, that it can't print any for itself.
Our Logo April 13, 2023 at 07:32 pm IST
Apogee Enterprises, Inc:  Successful transformation, two perspectives on valuation

Apogee Enterprises, Inc: Successful transformation, two perspectives on valuation

The architectural glass systems specialist appears to be on track to successfully transform its business offering.
Our Logo April 13, 2023 at 07:18 pm IST
NerdWallet:   A small cap with great potential

NerdWallet: A small cap with great potential

Established in 2009 by a team of Stanford and MIT alumni in San Francisco, Nerdwallet is a personal finance company that provides financial advice to both individual consumers and small businesses....
Our Logo April 06, 2023 at 07:08 pm IST
Kura Sushi USA, Inc:  Inflation shock

Kura Sushi USA, Inc: Inflation shock

The Japanese restaurant chain, a subsidiary of the eponymous Japanese group, released interesting half-year results two-days ago.
Our Logo April 06, 2023 at 05:23 pm IST
Jenoptik AG :  Shock treatment

Jenoptik AG : Shock treatment

The German photonics specialist, formerly a position in MarketScreener's Europe portfolio, published its annual results last Friday.
Our Logo April 04, 2023 at 07:48 pm IST
Manchester United plc :  Change of ownership in sight

Manchester United plc : Change of ownership in sight

Manchester United is for sale. Billionaire Jim Ratcliffe, chairman of the chemical group INEOS, known for his fervent support for Brexit and already familiar with sports investments OGC Nice, Mercedes...
Our Logo April 04, 2023 at 07:47 pm IST
Nordex SE :  Many headwinds

Nordex SE : Many headwinds

The world's third-largest wind turbine manufacturer behind Vestas and Siemens Gamesa sees its market share increase from 10% in 2020 to 15% this year.
Our Logo April 03, 2023 at 03:03 pm IST