Esteban Gustave
Analyst Intern
Ferrari Luce: Maranello's Electric Shock
Ferrari has unveiled its first all-electric vehicle, a spectacular model already facing an image crisis. Caught between technical prowess, stylistic criticism, and a cold reception from the markets, the Luce is testing the limits of the Prancing Horse's magic.
May 28, 2026 at 12:54 pm IST
Ferrari: The Luce, an EV to test the myth
With its first all-electric vehicle, Ferrari is not merely seeking to expand its lineup. The Italian manufacturer is testing its ability to lead the Prancing Horse into a new era without diluting the core pillars of its desirability: design, sound and driving emotion.
May 25, 2026 at 05:43 pm IST
Ferrari: The Luce, an Electric Vehicle to Test the Myth
With its first 100% electric car, Ferrari is not merely looking to add a model to its lineup. The Italian manufacturer is testing its ability to lead the Prancing Horse into a new era without diluting the core of its desirability: design, sound, and driving emotion.
May 25, 2026 at 02:01 pm IST
Delivery Hero Receives Takeover Interest, Airlines Gain Altitude
In a trading session thinned by closures in London and Zurich, hopes for a de-escalation around the Strait of Hormuz are providing relief to airlines and sending oil prices lower. Delivery Hero continues to be buoyed by takeover speculation, while TotalEnergies, Eni, and Repsol are feeling the weight of retreating crude prices.
May 25, 2026 at 01:47 pm IST
Up 127% on its IPO day: Who is Silex Microsystems?
Silex Microsystems made a powerful debut on Nasdaq Stockholm, surging 127% in early trading. Behind this relatively unknown name lies a Swedish MEMS foundry: a manufacturer of micro-components designed for its clients. In a market still driven by AI, this specialized component profile had everything to attract investors.
May 07, 2026 at 07:03 pm IST
Essity: Strategic Review of Consumer Tissue and Targets Reaffirmed
Essity has launched a strategic review of its Consumer Tissue division, which includes toilet paper, paper towels and facial tissues. The Swedish group also reinstated its financial targets during its Capital Markets Day in Gothenburg.
May 07, 2026 at 03:22 pm IST
Eli Lilly: Additional $4.5bn to support its industrial scale-up
Eli Lilly is set to invest an additional $4.5bn across two of its Lebanon, Indiana sites, bringing its total expansion commitments in the state to over $21bn since 2020. The group has highlighted its evolving pipeline and the projected demand for its treatments.
May 07, 2026 at 03:16 pm IST
Essity: Strategic Review of Consumer Tissue, Targets Reaffirmed
Essity has launched a strategic review of its Consumer Tissue division, which includes products such as toilet paper, paper towels and facial tissues. The Swedish group is also reaffirming its financial targets at its investor day in Gothenburg.
May 07, 2026 at 12:37 pm IST
Eli Lilly: $4.5bn more to support its industrial scale-up
Eli Lilly will invest an additional $4.5bn in two of its Lebanon sites in Indiana, taking its expansion commitments in the state since 2020 to more than $21bn. The group is pointing to the evolution of its pipeline and expected demand for its therapies.
May 07, 2026 at 12:35 pm IST
Autos Get Back on the Road, Alcon Lacks Visibility
Wegovy in pill form puts Novo Nordisk back in the driver's seat, while Pandora, Scor and Leonardo benefit from solid releases. Autos are also finding traction again with Continental and BMW, despite tariff clouds. On the other side, Wolters Kluwer, Alcon and Infineon remain under pressure, each dragged down by signals seen as too fragile.
May 06, 2026 at 01:23 pm IST
BMW: Automotive Profitability Holds Up Despite China and Tariffs
BMW reported sharply lower results in the first quarter, weighed down by tariffs and a weak Chinese market. The automaker nonetheless beat expectations for its automotive profitability and reaffirmed its full-year targets. The stock was up 2.24% in early trading.
May 06, 2026 at 12:27 pm IST
AB InBev: volume growth returns, World Cup expected to bolster outlook
AB InBev started 2026 on a solid note, with a return to volume growth and a record underlying earnings per share for the first quarter. The group reaffirmed its full-year targets, and the stock was up 3.10% in premarket trading.
May 05, 2026 at 12:27 pm IST
Barry Callebaut: The profit warning that repairs the balance sheet
Falling cocoa prices are eroding Barry Callebaut's margins, although the reversal is freeing up cash and loosening the financial vice. The recovery remains fragile: while the balance sheet has room to breathe, the business model is not yet fully repaired.
May 04, 2026 at 07:23 pm IST
Soitec Keeps Climbing, Autos Stall at the Customs Gate
Soitec continues to rally on the stock market after Deutsche Bank sharply raised its target, while Umicore and Aalberts are supported by their earnings updates. European auto stocks are slipping under the threat of new U.S. tariffs, and DBV Technologies is hit by widening losses.
May 04, 2026 at 01:42 pm IST
Market Miscellany: Apple changes its core, as AI assigns the roles
Artificial intelligence is writing two opposing stories in the same week. It is crushing Chegg, forced into a turnaround after a 99% collapse, while simultaneously propelling the S&P 500 to new records amid renewed enthusiasm for AI stocks. In the middle, Apple is changing its core, to meet the challenge it embodies: a nearly 4 trillion dollar giant, albeit lagging in the AI race, it still needs to prove that it can still innovate.
April 30, 2026 at 06:58 pm IST
Engie: Belgium enters exclusive negotiations to acquire the group's nuclear fleet
The Belgian State, Engie, and its subsidiary Electrabel, have signed a letter of intent opening exclusive negotiations for Belgium to take over all of the French group's nuclear activities in the country. The parties aim to conclude a MoU by October 1, 2026.
April 30, 2026 at 06:48 pm IST
Engie: Belgium enters exclusive negotiations to acquire the group's nuclear fleet
The Belgian State, Engie, and its subsidiary Electrabel have signed a letter of intent opening exclusive negotiations for Belgium to acquire all of the French group's nuclear activities in the country. The parties aim to conclude a memorandum of understanding by October 1, 2026.
April 30, 2026 at 12:26 pm IST
ThyssenKrupp rides the elevator, UBS cashes the jackpot, and ADP lands in the red
Adidas steps on the gas heading into the World Cup as UBS doubles its profit. ThyssenKrupp pockets an unexpected dividend from the Kone, TK Elevator deal, everything is coming up roses for the winners. Meanwhile, ADP sees passengers stay away as the Middle East conflict drags on, Lectra reports an abrupt slowdown, and Deutsche Bank is met with skepticism despite record profits.
April 29, 2026 at 01:51 pm IST
Alten: Activity Stagnates as 2026 Guidance Remains Cautious
The engineering specialist stabilized its first-quarter 2026 revenue at 1.053 billion euros, posting organic growth of 0.1%. Faced with an uncertain macroeconomic and geopolitical environment, management is adopting a cautious stance for the fiscal year while prioritizing margin improvement. The stock gained 0.34% in early trading.
April 29, 2026 at 01:10 pm IST
Aurea: Aluminum Tariffs and Provisions Weigh on 2025 Results
The circular economy specialist ended the fiscal year with a net loss of 5.9 million euros, hit by U.S. customs duties and the cessation of a subsidiary's operations. Despite this operational downturn, Aurea significantly reduced its debt levels following a strategic divestment.
April 29, 2026 at 01:04 pm IST
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