Thomas Barnet

French analyst calls: Stifel raises Abivax target, HSBC turns positive on EssilorLuxottica

Among the day's highlights, William O'Neil initiates coverage of Airbus and Bernstein starts on X-Fab. Equita raises its targets across luxury and Jefferies aims much higher on Société Générale. The standout Abivax gets a target hike at Stifel and HSBC turns positive on EssilorLuxottica.

January 14, 2026 at 12:59 pm IST

Zalando, Orsted and SES surge, a tough day for Vusion and Exail

The first major European quarterly release, Sika gets a frosty reception on the market this morning. Disappointments as well for Raspberry and Games Workshop. By contrast, Zalando shines after an upgrade, and SES benefits from a major contract with the Australian military.

January 13, 2026 at 03:03 pm IST

France analyst calls: Vusion and Thales downgraded, new coverage on Planisware

Among the day’s key developments are fresh target hikes for Airbus (€250) and Safran (€348) at Deutsche Bank. UBS has initiated coverage of Planisware with a Buy rating. By contrast, Thales and Vusion are facing rating downgrades.

January 13, 2026 at 01:21 pm IST

A EUR7bn lawsuit against ArcelorMittal

Administrators appointed by the Italian authorities to oversee the Taranto steelworks in the south of the country have filed a complaint against ArcelorMittal, the site's former owner, seeking EUR7bn in damages, the Financial Times reports.

January 13, 2026 at 01:18 pm IST

A €7bn lawsuit against ArcelorMittal

The administrators appointed by the Italian authorities to oversee the steel plant in Taranto, in the south of the country, have filed a lawsuit against ArcelorMittal, the site's former owner, seeking €7bn in damages, the Financial Times reports.

January 13, 2026 at 01:08 pm IST

Gold Tops $4,600 an Ounce

Gold briefly crossed the $4,600 threshold for the first time on Monday morning, propelled by rising geopolitical tensions and an investigation opened by the U.S. Department of Justice into Jerome Powell, the Fed chair. Silver and platinum also set records, at $84.20 and $2,361 respectively. Gold is up 6.4% since January 1.

January 12, 2026 at 03:00 pm IST

Abivax, BESI and Exosens Surge, While SoftwareOne and Capgemini Struggle

Among the biggest movers on the morning of January 12, 2026, Abivax soared by +22% amid rumors of a $15 billion acquisition by Eli Lilly, while equipment maker BE Semiconductor benefited from the AI boom. Conversely, the IT services sector slumped, weighed down by a Morgan Stanley note downgrading several European players, including Capgemini and SoftwareOne.

January 12, 2026 at 02:25 pm IST

France analyst views: Capgemini, Danone and Legrand cut, support for L'Oréal and Safran

Morgan Stanley and Goldman Sachs downgrade Capgemini and Legrand, respectively, while Deutsche Bank moves Danone to sell but upgrades its view on L'Oréal. This wave of analyst notes also includes positive coverage initiations on Inventiva and Sopra Steria, as well as numerous price-target adjustments across industry.

January 12, 2026 at 01:04 pm IST

Education: the mirage of penny stocks

For the novice investor, the temptation is both mathematical and human: it seems easier for a share to go from EUR0.10 to EUR0.20 (a 100% gain) than for LVMH shares to double from their current level, for example. This cognitive bias underpins the vast penny stock market. However, behind these tiny headline prices often lies a complex and unforgiving financial reality. Forewarned is forearmed.

January 09, 2026 at 05:36 pm IST

Rio Tinto and Glencore revive merger talks

Rio Tinto and Glencore have confirmed that they are in talks over a potential takeover that could create the world's largest mining group, with a combined valuation of close to $207bn.

January 09, 2026 at 01:26 pm IST

Rio Tinto and Glencore revive their merger plans

Rio Tinto and Glencore have confirmed they are in talks over a possible takeover, a deal that could create the world's largest mining group, with a combined valuation close to $207bn.

January 09, 2026 at 01:15 pm IST

France analyst views: RBC downgrades Sartorius Stedim, fresh support for BNP and L'Oréal

UBS and JP Morgan raise their ratings on L'Oréal and BNP Paribas, while RBC downgrades Sartorius Stedim to market perform. While price targets are lifted in aerospace and at Abivax, they are cut for Stellantis, Sodexo and Ubisoft.

January 09, 2026 at 01:15 pm IST

Rexel Hit Hard After MSC Results

Rexel is having a rough day on the Paris Stock Exchange, weighed down by the quarterly results of its American peer, MSC Industrial, according to a market source. The company from Melville, near New York, is not a direct competitor of the French group, but the trends it highlights are relevant to related markets in North America.

January 08, 2026 at 05:29 pm IST

French analyst views: fresh buy calls on BNP and TotalEnergies, Ipsen and Saint-Gobain downgraded

Among the key calls of the day, UBS revisits BNP Paribas and downgrades Ipsen and Saint-Gobain. Oxcap prefers Stellantis over Renault. Dassault Aviation is upgraded by Bernstein and Deutsche Bank.

January 08, 2026 at 01:09 pm IST

Nickel and copper stay elevated

Fueled by speculative momentum and supply constraints, industrial metals are holding near highs. While copper is staying close to its all-time peaks, nickel is surging on quota restrictions imposed by Jakarta.

January 07, 2026 at 04:25 pm IST

Steel: BlueScope Rejects SGH and Steel Dynamics' "Opportunistic" Bid

No deal. The board of steelmaker BlueScope unanimously rejected an unsolicited takeover offer from a consortium bringing together SGH Limited and US-based Steel Dynamics. Management says the A$30-per-share proposal "very significantly" undervalues the company and is designed to capture its rebound potential at the expense of current shareholders.

January 07, 2026 at 02:17 pm IST

Chevron and Quantum Energy reportedly set their sights on Lukoil's international assets

U.S. oil major Chevron and private equity firm Quantum Energy Partners have reportedly joined forces to buy the international assets of Russian oil giant Lukoil, valued at $22bn, according to the Financial Times.

January 07, 2026 at 01:23 pm IST

Defense: major European player considers IPO in 2026

Amid a boom in the arms industry, Czechoslovak Group (CSG), the Czech-Slovak champion, is finetuning its plans for a stockmarket listing. Chairman, Michal Strnad confirms he is considering floating about 15% of the company, in a strategic move notably advised by BNP Paribas. The goal is clear: build financial firepower to step up acquisitions.

January 07, 2026 at 01:08 pm IST

France Analyst Views: Support for SocGen, ArcelorMittal and Danone, Sodexo and BioMérieux Downgraded

Morgan Stanley upgrades ArcelorMittal and Lufthansa to overweight, while Bernstein moves Danone to outperform. By contrast, Barclays takes a tougher line on healthcare by downgrading BioMérieux, while Sodexo is cut by Morgan Stanley. Finally, Rothschild resumes coverage of Société Générale with a buy rating.

January 07, 2026 at 12:56 pm IST

Adidas stumbles, InPost soars after a buyout offer, Novo gets 2026 off to a strong start

The session is marked by several analyst rating changes and corporate announcements that are driving sharp moves in a handful of names. Among the biggest gainers, InPost stands out after a buyout approach, and Novo Nordisk extends its rebound. On the downside, BofA does damage to Adidas and JD Sports.

January 06, 2026 at 03:29 pm IST

Analysts' calls of the day: Bernstein favors Thales over BAE Systems and Dassault Aviation

Bernstein is reshuffling its defense picks, downgrading BAE Systems and Dassault Aviation in favor of Thales, which it raised to outperform. Eurofins, Valneva and Euronext are marked higher, unlike Teleperformance and Sanofi.

January 06, 2026 at 12:49 pm IST