Kevin Smith

Zalando reaches its glass ceiling

Exactly a year ago, we pointed out that the fashion e-commerce platform's growth had probably reached its glass ceiling.

March 11, 2025 at 01:57 pm IST

DHL scales back its ambitions

MarketScreener analysts have always had a special fondness for DHL.

March 07, 2025 at 03:05 pm IST

20 European smallcaps exposed to military spending

Here's a brief presentation of 20 small players with exposure to military spending, listed on European markets. They are listed in alphabetical order, with no bias regarding valuation or business model quality. These are volatile dossiers, whose characteristics you can discover in the dedicated MarketScreener stock profiles. A frenzy has already gripped some of them since Europe announced its rearmament.

March 06, 2025 at 02:55 pm IST

Swiss chocolatier Lindt continues to impress

The almost two-hundred-year-old Swiss chocolate maker published its annual results yesterday.

March 06, 2025 at 02:14 pm IST

CNRL and Canadian oil producers once again caught in the crossfire

With U.S. tariffs taking effect last night, Canada and its hydrocarbon producers are once again facing difficulties on their only export market.

March 05, 2025 at 02:14 pm IST

Burford Capital's business model divides analysts

The world's leading provider of litigation financing has all the right ingredients to arouse the suspicions of those with a grumpy disposition.

March 04, 2025 at 08:37 pm IST

ETF of the week: Diversification, a bulwark against volatility

Equity markets are facing a cocktail of uncertainties: stretched valuations for tech giants, questions about the scale of investment in AI, fears about US growth and consumer confidence, risky tariff policy. And the future of monetary policy remains generally unclear at this stage. Against this backdrop, diversification into asset classes other than equities enables us to limit market jolts while retaining exposure to growth opportunities.

February 27, 2025 at 09:26 pm IST

Bank of Ireland at the confluence of the best of both worlds

A duopoly position combined with rising interest rates represents a kind of magic combination in the banking sector.

February 26, 2025 at 07:35 pm IST

Zoom publishes its annual results

MarketScreener has already commented on the case of the videoconferencing specialist on a number of occasions - not all of which have been positive.

February 25, 2025 at 03:06 pm IST

Bumble falls victim to spectacular investor disenchantment

Four years ago, the market capitalization of the company specialized in online dating reached $14 billion. Since then, it has plummeted to just $564 million.

February 24, 2025 at 03:38 pm IST

CoStar makes progress but still needs to convince

The world's leading real estate portal is forecasting an 11% increase in sales in 2024, in line with its annualized growth rate over the last decade.

February 21, 2025 at 03:35 pm IST

IShares MSCI World ETF: The most popular World ETF

Looking for a boring but efficient ETF? The iShares MSCI World ETF is for you! This index fund covers a broad spectrum, offering exposure to 1,400 companies from 23 countries. It's one of the most widely used ETFs in global portfolios. A boring ETF, but one that does the job: replicating world market trends, in dollars, for moderate fees, with overexposure to US stocks, which make up over 70% of the index.

February 20, 2025 at 08:59 pm IST

Warren Buffett's bet in Occidental continues to astonish

In recent weeks, Berkshire Hathaway has further increased its stake in the oil company, which now concentrates more than four-fifths of its production in the USA, mostly in the prolific Permian Basin in Texas.

February 19, 2025 at 01:58 pm IST

Rheinmetall: A cult object

Boosted by European rearmament and the weakening of the American umbrella, Rheinmetall has eclipsed the main armaments players on the old continent. Its business, which has grown 28-fold in ten years, embodies the new geopolitical reality. But can this meteoric rise last? To answer this question is to begin by asking another…

February 18, 2025 at 01:56 pm IST

Unilever restructuring progresses too timidly

The stubborn disinterest of institutional investors in the UK market contrasts sharply with the desire of activist funds to shake up major groups whose governance is often dormant or ineffective.

February 17, 2025 at 04:32 pm IST

Behind DeepSeek, Chinese AI pushes ahead

The Western world has belatedly discovered that China intends to be a major player in the field of artificial intelligence, despite the technological restrictions deployed by the USA to curb its expansion. Since the emergence of ChatGPT in 2022, the former Middle Kingdom has accelerated the development of its own models, giving rise to a flourishing ecosystem combining technological giants, promising startups and research centers.

February 13, 2025 at 08:45 pm IST

Is ArcelorMittal on the losing or winning side of Trumpolitik?

With a rise of almost 22% in 2025, ArcelorMittal is closing in on its two-year peaks after making significant internal progress. However, it's the external pressures that investors are watching, as the US raises new trade barriers. But is ArcelorMittal really threatened by US protectionism?

February 10, 2025 at 08:37 pm IST

Deutsche Bank disappoints, but investors want to believe

All saints have a past, and all sinners a future. Magnanimously, the market continues to embrace this ancient biblical wisdom, if the recent performance of Deutsche Bank shares is anything to go by.

February 03, 2025 at 07:38 pm IST

Eighth consecutive quarter of stagnation for Tesla

Tesla's financial results, published yesterday, are enough to make you cringe, and will easily fuel criticism of its whimsical CEO. The latter are nothing new, however, and betting against Elon Musk, it has to be said, has never ceased to hurt his detractors.

January 30, 2025 at 09:10 pm IST

GE confirms its resurrection

The restructuring of the conglomerate under Larry Culp will go down in history as a genuine operational and financial feat.

January 28, 2025 at 09:17 pm IST

Netflix completes a blockbuster year

Its subscriber base grew by 16% in 2024, and now exceeds the 300 million mark. In three years, since 2021, Netflix has gained 79 million subscribers, and seen its sales rise from $30 billion to $39 billion.

January 22, 2025 at 02:59 pm IST