Enzo Willcox
Thierry Garnier moves from Kingfisher to Ahold Delhaize
The "Usain Bolt" of retail is going back to his roots. At Carrefour Group he was promoted from an intern to head of its China division. It was there that he forged the strategy that would later drive Kingfisher's success at the height of the health crisis.
May 06, 2026 at 07:05 pm IST
MTU Preparing for Takeoff
The aerospace equipment manufacturer, whose stock hit a record high before the conflict in Iran, has since faced sharp sell-offs, losing a quarter of its value in just a few weeks. Operational performance, however, appears intact, even as the burden of the GTF engine continues to weigh on its accounts.
May 06, 2026 at 03:20 pm IST
Russell 2000: Small Caps, Big Impact
The market has long been fixated on AI and industry heavyweights. Yet, in the shadow of the "Magnificent 7," American small caps are poised to conclude a fourth consecutive month of outperformance relative to the S&P 500.
April 30, 2026 at 02:22 pm IST
Arcadis Tops This Earnings Day, Technip and Stellantis Bring Up the Rear
The earnings deluge across European markets is lifting Arcadis, Magnum, Delivery Hero and others, while sending Technip, Crédit Agricole and Stellantis sharply lower. Munich Re is losing ground as Mother Nature eases up, and Universal is treading water.
April 30, 2026 at 01:20 pm IST
74 Software: Growth Driven by Recurring Software Revenue
Results are positive for the Annecy-based company, and the shift toward more recurring revenue continues to advance. That said, beware the seasonality of its business: this first quarter is not necessarily indicative of the rest of the year.
April 30, 2026 at 12:29 pm IST
Can ABB Continue to Climb?
From a stockmarket purgatory in the early 2000s to the pinnacle of the AI infrastructure era: ABB is charting one of the most spectacular turnarounds in the industrial landscape. Yet, behind this rise, the pressure intensifies with every earnings release.
April 30, 2026 at 12:16 pm IST
The Retail Blind Spot: P/E vs. FCF Yield
Most investors focus on a handful of financial ratios. However, the most common ones often harbor flaws. In this series of articles, we will review these limitations to help you make more informed decisions in the markets.
April 29, 2026 at 04:35 pm IST
Can ABB Sustain Its Ascent?
From a stockmarket purgatory in the early noughties to the pinnacle of the AI infrastructure era: ABB is charting one of the most spectacular turnarounds in the industrial landscape. However, behind this rise, the pressure intensifies with every earnings release.
April 29, 2026 at 03:57 pm IST
Between AI and Valuation, SAP Back to Reality
The European software leader has been buffeted by a market seeking scapegoats in the face of rising AI dominance. However, the stock's recent decline may stem more from overstretched valuations than fundamental disruption.
April 28, 2026 at 05:03 pm IST
Telenor Loses Its Signal, Novartis Gets Sick and Norden Sets Sail
Air Liquide is weighed down by a halt in oil supply. Results that came in below expectations are hurting Telenor and Valmet. Meanwhile, Norden raises its targets and Nordic Semiconductor rides the AI wave.
April 28, 2026 at 01:16 pm IST
VAT Group: Back to Basics
Founded in 1965, VAT Group initially developed within scientific vacuum applications. In the late 1980s, the company pivoted towards the semiconductor industry. This specialization helped it gradually build an oligopolistic position in critical vacuum valves. Concurrently, the group expanded its operations into flat screens, photovoltaics, and research, significantly developing across Asia before its IPO in 2016.
April 24, 2026 at 03:19 pm IST
Futures: What they really tell us about the markets (and what they don't)
Often presented as "leading indicators," futures have become a staple of morning market commentary. However, interpreting them requires a more nuanced approach: these financial contracts do not predict the future; they reflect the state of the market at a specific point in time.
April 23, 2026 at 07:13 pm IST
Futures: what they really say about markets (and what they don't)
Often billed as "leading indicators", futures have become a staple of morning market commentary. Reading them is more nuanced, though: these financial contracts don't predict the future, they reflect the market's state at a given moment.
April 23, 2026 at 06:08 pm IST
Viridien tracks oil, as Loomis skids and Lufthansa slips.
Pressure is building on commercial aviation as a jet fuel shortage starts to take shape, while dividend detachments weigh on Italian stocks. By contrast, oil names are riding crude's rebound. Alstom, which plunged 30% last week, is still winning over analysts.
April 20, 2026 at 01:40 pm IST
Rheinmetall: Is the rally coming to an end?
With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely overhauled its profile, effectively shifting into a new league in the eyes of investors. The question remains whether this momentum can still intensify.
April 17, 2026 at 05:02 pm IST
Alstom derails and Ipsos disappoints, while OVS shines
France is posting sharp declines this morning, with Alstom issuing a profit warning and Ipsos reporting disappointing results. Italy is faring better, with OVS chalking up a record year, as does Virbac, buoyed by momentum in the North American market.
April 17, 2026 at 01:29 pm IST
China's winning bet in times of crisis
While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a sector where China holds a near-monopoly across the entire value chain.
April 15, 2026 at 02:27 pm IST
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