Grégoire Legrand

The BOJ entertains while anticipating the ECB.

This week, there will be many important monetary policy decisions in the USA, the eurozone, and the UK. The uncertainty about economic recovery makes these decisions significant, especially since there isn't enough clarity for investors to rely on corporate earnings growth. Additionally, Asia is also generating a lot of excitement at the beginning of this week.

September 11, 2023 at 04:22 pm IST

ANALYST RECOMMENDATIONS : Bank of America, Kraft, Procter & Gamble, General motors...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

September 11, 2023 at 03:57 pm IST

Amdocs Limited : The future of media communication?

Amdocs is a leading provider of software and services for approximately 400 communications, Pay TV, entertainment and media industry and other service providers in developed countries and emerging markets. With a presence in over 90 countries and a portfolio of over 350 customers, let's take a look at this supplier of software and services to communications and media companies.

September 08, 2023 at 06:27 am IST

Quanta Services, Inc.: Not in the most exciting industry, but it should be on your radar

As a prominent industry leader, Quanta Services holds a pivotal position in delivering comprehensive infrastructure solutions across diverse sectors, encompassing electric and gas utilities, renewable energy, communications, pipelines, and energy. Despite not possessing the immediate allure of certain industries, the company's foundational role in providing essential services remains unquestionable. A closer examination of this company is thus warranted to appreciate its intrinsic significance.

September 01, 2023 at 09:35 am IST

Martin Marietta Materials, Inc. : How far will it go?

As a leading supplier of building materials - including aggregates, cement, ready mixed concrete and asphalt, Martin Marietta has a network of operations covering 28 states, Canada and the Bahamas. It hasn't launched outside North America yet... The post-covid recovery has enabled the company to set new records, with a sharp acceleration in sales and record profitability, consolidating an already strong income statement.

August 22, 2023 at 12:50 pm IST

ANALYST RECOMMENDATIONS : Apple, Amazon, J.P Morgan, Booking, Parker-Hannifin...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

August 04, 2023 at 06:48 pm IST

Not too many jobs, please

Today is a great day to discuss the financial paradox: good news can be perceived as bad news. Investors are worried that strong US employment figures might lead the Fed to raise rates further. The monthly employment figures will be released at 8:30 a.m., and last night, Amazon performed well, positively impacting the day's trading.

August 04, 2023 at 06:46 pm IST

A bit of a downturn

On Thursday, August 3, 2023, the financial markets witnessed a concise yet significant session packed with corporate results, macro stats, and a central bank decision. Notably, the news about US debt resurfaced, causing investors to adopt scare tactics. On a positive note, China released a noteworthy statistic, adding a counterpoint to the mix.

August 03, 2023 at 06:00 pm IST

ANALYST RECOMMENDATIONS : Ferrari, Qualcomm, Zillow, Roku, Southwest Airlines...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

August 03, 2023 at 05:25 pm IST

Rude awakening

Amidst the quarterly results of companies listed on the stock exchange in July, a potential disruption to the upward momentum of the indices was sought. Although the results were down, no significant catastrophes were observed. However, a possible cause for concern came from a double piece of news from the US federal government, which I'll elaborate on below.

August 02, 2023 at 07:20 pm IST

ANALYST RECOMMENDATIONS : Caterpillar, AMD, Skechers, JetBlue...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

August 02, 2023 at 06:26 pm IST

Bulls are still here

Stocks closed positively in July 2023, extending the rebound from late 2022. Investor morale remains unaffected, leading to a good time to be cautious. Results are accumulating, and central bankers' challenges are diminishing.

August 01, 2023 at 05:04 pm IST

ANALYST RECOMMENDATIONS : Meta, Thermo Fisher, Union Pacific, Domino's Pizza...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

August 01, 2023 at 04:21 pm IST

ANALYST RECOMMENDATIONS : Booking, Comcast, Expedia, Marriott...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 31, 2023 at 07:16 pm IST

Let's do it again, but without the same old stuff

Financial markets are rising due to a flood of corporate results and two central bank rate hikes. Looking ahead, the focus is on more corporate results and the possibility of two central bank rate hikes. Key players in the upcoming events are Apple and Amazon as the main attractions, with support from the Bank of Australia and the Bank of England.

July 31, 2023 at 07:12 pm IST

It's not clear

Last session of the week, and the financial markets are displaying hesitation after a period of rising stock prices based on strong corporate results and hopes of an easier monetary policy. Equities are experiencing a sudden slump, and while the exact reasons are not entirely clear, profit-taking by investors appears to be a significant contributing factor. This decline could potentially prevent Wall Street, especially the S&P500 index, from securing a fifth consecutive month of gains.

July 28, 2023 at 04:57 pm IST

ANALYST RECOMMENDATIONS : Microsoft, Netflix, Royal Caribbean, Mettler...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 28, 2023 at 04:37 pm IST

ANALYST RECOMMENDATIONS : Boeing, Raytheon Technologies, Union Pacific, Lam Research...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 27, 2023 at 05:36 pm IST

Step by step

Last night, the US central bank announced its impending rate increase. Investors had hoped to see the Fed's attitude relaxing, but, the Fed, instead kept a very tough stance on future monetary policy. The quarterly disclosures are still happening today, and almost 150 companies with a market valuation of over $10 billion are concerned, including Samsung, Amazon, and L'Oréal, to name just a few notable examples from the USA, Europe, and Asia.

July 27, 2023 at 05:26 pm IST

Alphabet and Microsoft neutralize each other

The earnings campaign for the first half of 2023 is in full swing, with both good and bad surprises in store. China's stock markets are getting back on track, technology stocks are regaining the lead in the US, and Europe has entered a period of uncertainty as the pace of quarterly earnings releases intensifies. So much for the general backdrop, as the financial world sets its sights on the Federal Reserve's regular meeting, which will monopolize attention this evening at 2:00 pm We'll be talking about it in today's column.

July 26, 2023 at 04:53 pm IST

ANALYST RECOMMENDATIONS : Alphabet, VISA, NXP Semiconductors, Biogen...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 26, 2023 at 04:19 pm IST