Enzo Willcox
Interpump: One sell-off too many?
After a spectacular rally, the stock is struggling to rediscover its growth momentum. Two consecutive years of decline, weighed on by annual results, have nevertheless brought the valuation back to an attractive level.
May 28, 2026 at 04:45 pm IST
Mips: The "Gore Tex" of Security is Aiming for the Top Again
Rarely has a surge in demand placed such pressure on a company. Yet, this is the paradox that Mips has faced. Following the post-Covid euphoria, an inventory glut weighed heavily on the group's fundamentals, dragging the stock down towards all-time lows. While growth is now making a strong comeback in its financial statements, the share price is still struggling to regain momentum.
May 27, 2026 at 07:31 pm IST
Prysmian: Wiring Intelligence
Artificial intelligence requires chips, servers and power. Although above all, it needs to be connected. As the world leader in cabling, Prysmian sits at the heart of this invisible infrastructure that transports electricity and data. The Milan-based group is now stepping up its presence in data centers, a market that has become strategic with the rise of AI.
May 27, 2026 at 07:11 pm IST
Schindler: The post-restructuring moment of truth
The recovery from the crisis has proven more painful than anticipated for Schindler. Despite the weakness of its historical market and heavy restructuring costs, the company has nevertheless returned to growth in recent years. Fiscal year 2026 will now serve as a "test year," determining whether the streamlining of operations has been enough to secure a lasting return on capital.
May 26, 2026 at 07:10 pm IST
Grifols' Insatiable Appetite
Grifols' stockmarket history has indeed been a rollercoaster. The laboratory remains under constant pressure from heavy debt and has faced repeated assaults from short sellers. In this context, earnings growth is struggling to convince the market. However, one question remains: can the plasma giant ever regain investors' confidence?
May 26, 2026 at 02:49 pm IST
Ferrari takes the all-electric plunge as Kingfisher wins over the market.
While the launch of new Ferrari models always creates a stir, its first-ever electric iteration is generating even more noise. Elsewhere, Kingfisher reassured the market with its latest results, while Melrose reported an incident yesterday at its Garden Grove facility. Meanwhile, Hexagon and Wacker Chemie are feeling the weight of analyst downgrades.
May 26, 2026 at 01:42 pm IST
King Slide Works: The Essential Safeguard for Nvidia's Monsters
Having skyrocketed over 1,000%, a near-monopoly and margins close on 70%, the case is bound to catch invesytors' eye. This Taiwanese company's business is anything but revolutionary. It serves as proof that one does not need to manufacture chips to capitalize on the AI boom.
May 22, 2026 at 02:56 pm IST
Airbus haunted by past demons, Exosens shifts gears
The Court of Appeal is expected to deliver its ruling shortly regarding the Rio-Paris flight crash. Meanwhile, Hexagon marks its first trading day ex-Octave shares. AJ Bell posted a positive first quarter, and Exosens plans to double its production by 2026.
May 21, 2026 at 01:32 pm IST
Has the Market Already Priced in Everything for Hensoldt?
Hensoldt shares have started the year on the wrong footing and it should be said that its stretched valuation leaves no leeway. Faced with a surging order book, although weighed on by a heavier balance sheet, opinions are divided. Indeed, its Q1 results announcement failed to convince.
May 21, 2026 at 01:08 pm IST
Avio regains its footing
After a prolonged stagnation on the stock market, capital is flowing back into Avio. Indeed, Indeed, enthusiasm is almost excessive, given that the company's valuation currently appears stretched. Nevertheless, the group is benefiting from excellent momentum: its new generation of launchers is ready, and its growing exposure to the defense sector is significantly bolstering its bottom line.
May 20, 2026 at 03:28 pm IST
Evolution AB Wins Big While Vallourec Tumbles
ArcelorMittal has sent Vallourec shares sliding following the sale of its stake in the tubular solutions specialist. Meanwhile, Evolution AB has launched a share buyback program and IG Group posted robust results. A special mention goes to ACS, which triggered its own share price decline.
May 19, 2026 at 01:10 pm IST
Nordex: Between Maturity and Vigilance
The German wind power leader has validated its restructuring, posting one of the strongest gains on the DAX over the past year. For now, its results remain shielded from Middle East tensions. However, vigilance is required: the shadow of an inflationary shock is already looming over FY 2027.
May 15, 2026 at 12:13 pm IST
Merck KGaA Raises Outlook Following Solid First Quarter
Currency headwinds failed to significantly derail Merck KGaA during the first quarter. With organic growth trending positive, management has confirmed the trajectory by upwardly revising its full-year guidance.
May 13, 2026 at 12:50 pm IST
China rallies towards multi-year highs
The Shanghai Stock Exchange is in the spotlight this week. Driven by exports and low production costs, the Middle Kingdom's main mainland exchange gained ground in April. However, caution remains warranted amid persistent Middle East tensions and fragile domestic consumption.
May 12, 2026 at 07:25 pm IST
Legrand ramps up while Davide Campari suffers a hangover
Earnings season continues as Davide Campari, Valiant Holding, and Solvay tumble following their releases, while Legrand and Henkel trend higher. Verisure benefits from Nordea's backing, and luxury stocks gain ground amid easing tensions in the Middle East.
May 07, 2026 at 02:30 pm IST
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