Thomas Barnet

Airbus reportedly eyeing stake in Quantum Systems

Airbus and Blackstone are considering investing in German drone startup Quantum Systems, according to Bloomberg. The company could be valued at 7 billion euros.

May 14, 2026 at 12:15 pm IST

French Analyst Ratings: Price targets raised for Vallourec and SES, lowered for Stellantis and Thales

Several rating changes are of note this morning. Bernstein has adjusted its targets upward for Dassault Aviation and downward for Thales. Satellite operators are gaining favor, while Stellantis continues to face headwinds.

May 14, 2026 at 12:02 pm IST

TotalEnergies, QatarEnergy and ConocoPhillips Evaluate Offshore Project in Syria

TotalEnergies, QatarEnergy and ConocoPhillips have signed an agreement with the Syrian Petroleum Company to launch a technical study on offshore Block 3, located off the coast of Latakia, Syria. This MoU establishes a framework for discussions regarding potential commercial exploration. The initiative aligns with the new Syrian government's strategy to attract foreign investment into an energy sector severely weakened by years of civil war and international sanctions.

May 13, 2026 at 12:17 pm IST

EQT raises bid for Intertek one last time in final takeover push

Swedish private equity firm EQT has submitted a final takeover bid valuing Intertek at £9.4bn (approximately $12.7bn), following the rejection of three previous proposals by the British group. Should the deal proceed, it would mark the second largest UK acquisition ever completed by a private equity fund. Intertek said that it is currently reviewing this fourth improved offer, while its shares rose approximately 6% on the London Stock Exchange, though they remain below the proposed offer price.

May 13, 2026 at 12:13 pm IST

French Analyst Ratings: Aramis and Valneva penalized following profit warnings

A limited selection this morning, featuring several midcaps. Among them, Worldline, where Jefferies resumes coverage with a buy rating, considering that 'doubts regarding the company's sustainability have been dispelled following asset disposals and the capital increase'.

May 13, 2026 at 12:12 pm IST

Elis acquires Swiss firm Wäsche Perle

Elis has announced the acquisition of Wäsche Perle in Switzerland, further consolidating its network in the country. The company operates a laundry facility in Interlaken and employs 120 people.

May 13, 2026 at 11:52 am IST

Wizz Air Sees Outlook Improve Despite Middle East Tensions

Wizz Air has indicated that its financial outlook has improved since the warning issued at the start of the conflict involving the United States, Israel, and Iran. The low-cost carrier now expects to reach break-even or a slight profit for its 2026 fiscal year. This improvement is based on the strength of upcoming bookings as well as measures rapidly implemented to limit the impact of rising fuel prices and air traffic disruptions.

May 12, 2026 at 08:24 pm IST

France analysts: fresh calls on LVMH, Soitec and Stellantis

Barclays turns positive again on LVMH and is no longer negative on Kering. Price targets rise at Legrand, Nexans and Soitec.

May 12, 2026 at 12:08 pm IST

LVMH faces severe fatigue

Will May be the first positive month of 2026 for LVMH? The luxury powerhouse lost ground in January, February, March, and April, resulting in a 30% wipeout of its market capitalization so far this year. However, the decoupling between the market and the luxury sector dates back much further. Furthermore, can luxury still be viewed as a homogenous entity? Bernstein is not so sure.

May 11, 2026 at 06:29 pm IST

Weekly Earnings Calendar

Welcome to the corporate earnings calendar for the week of May 11 to 15, 2026. Key highlights this week include Cisco Systems, Siemens, Allianz, SoftBank, Petrobras, Vodafone, Applied Materials, Bayer, Fox Corporation, and Deutsche Telekom.

May 11, 2026 at 01:15 pm IST

France Analyst Calls: Morgan Stanley Raises Targets on GTT, Vallourec and Technip

To kick off the week, Morgan Stanley updates its price targets on oil services names. BofA downgrades Eurofins.

May 11, 2026 at 12:09 pm IST

Why do the United States worry so much about Japan’s economy?

American financial media often seem to place an outsized weight on Japan’s economic news. Japan is no longer the industrial specter that haunted Washington in the 1980s, but it is, at once, a creditor to America, a military ally, an industrial power, a laboratory for aging, a barometer for the dollar, and a central player in global liquidity.

May 08, 2026 at 06:23 pm IST

Nvidia Chips: The Thai Connection that's Raising Alarms in Washington

A company linked to Thailand's AI ambitions is suspected of facilitating the transfer of Super Micro servers equipped with advanced Nvidia chips to China. According to Bloomberg, OBON Corp. allegedly played a role in a scheme to bypass US restrictions, involving an estimated $2.5bn. Alibaba has been named as one of the end customers, a claim the Chinese group denies.

May 08, 2026 at 02:59 pm IST

Valeo overtakes Ubisoft as the most shorted stock on the market

May 08, 2026 at 01:28 pm IST

French Analyst Ratings: Nomura initiates coverage of Soitec

With the May 8th public holiday, the selection of French stocks is more limited than usual.

May 08, 2026 at 01:24 pm IST

Valeo overtakes Ubisoft as the market's top bearish bet

May 08, 2026 at 01:21 pm IST

Nvidia chips: the Thai supply chain that has Washington worried

A company tied to Thailand's AI ambitions is suspected of helping move Super Micro servers equipped with advanced Nvidia chips to China. According to Bloomberg, OBON Corp. allegedly played a role in a route used to sidestep U.S. restrictions, involving an estimated $2.5bn. Alibaba is cited among the end customers, which the Chinese group denies.

May 08, 2026 at 12:57 pm IST

French Analyst Ratings: Nomura initiates coverage on Soitec

With the May 8th public holiday, the selection of French stocks is more limited than usual.

May 08, 2026 at 12:23 pm IST

Soitec: Plenty of light, but still little profit

Just a few months ago, Soitec looked like one of those former market darlings that investors had relegated to the bottom drawer. Overexposed to smartphones, penalized by an endless inventory correction and weakened by the automotive sector, the French semiconductor substrate specialist had lost much of its aura.

May 07, 2026 at 07:59 pm IST

Massive oil bets draw the attention of U.S. prosecutors

U.S. prosecutors are investigating several trades placed just before major announcements by Donald Trump and a senior Iranian official. According to ABC News, these bearish oil wagers totaled more than $2.6bn.

May 07, 2026 at 05:47 pm IST

France analyst calls: spotlight on Veolia and financials

Analysts have been looking at French financial stocks since last night: insurers (AXA, Scor), banks (BNP, CASA) and real estate companies (Gecina, Icade).

May 07, 2026 at 12:14 pm IST