Thomas Barnet

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

Bpifrance trims stake in Technip Energies

Bpifrance launched the placement of a 2% stake in Technip Energies (3.57 million shares) yesterday evening at 39 EUR per share. The proceeds from the transaction amount to 139 million euros.

May 07, 2026 at 12:04 pm IST

Markets surge on rumors of Iran deal

The White House believes it is nearing a preliminary agreement with Iran to end the war and start a more structured phase of nuclear negotiations, according to reports from Axios, which has been at the forefront of coverage on US diplomacy for several weeks.

May 06, 2026 at 06:26 pm IST

Markets surge on rumors of Iran deal

The White House believes it is close to a preliminary agreement with Iran to end the war and reopen a more structured phase of nuclear negotiations, according to information obtained by Axios, which has been the leading publication on U.S. diplomacy for several weeks.

May 06, 2026 at 02:33 pm IST

French Analyst Ratings: Oddo builds on Bouygues, real estate takes center stage

In today's selection, the construction sector dominates the landscape with REITs (Unibail, Gecina), civil engineering (Bouygues), and building materials (Saint-Gobain).

May 06, 2026 at 12:18 pm IST

French Analyst Ratings: Goldman Sachs upgrades Orange, BNP raises L'Oréal

RBC and BNP have dropped their respective negative stances on Bureau Veritas and L'Oréal. Analysts continue to revise price targets upward for European semiconductors.

May 05, 2026 at 12:01 pm IST

LVMH reportedly preparing unprecedented portfolio refocusing

In response to the luxury sector slowdown, LVMH is considering the divestment of several brands deemed less strategic, according to reports from the Financial Times. The group controlled by Bernard Arnault aims to concentrate its resources on its primary profit engines, such as Louis Vuitton and Dior.

May 05, 2026 at 10:02 am IST

Weekly Earnings Calendar: Palantir, AMD, AXA and Engie in the Spotlight

Welcome to the corporate earnings calendar for the week of May 4 to 8, 2026. Key highlights this week include financial results from Palantir, AMD, Ferrari, Pfizer, Walt Disney, Toyota, Shell, HSBC and Airbnb.

May 04, 2026 at 02:51 pm IST

Weekly Earnings Calendar: Palantir, AMD, AXA and Engie in the Spotlight

Welcome to the corporate earnings calendar for the week of May 4 to 8, 2026. Key highlights this week include financial results from Palantir, AMD, Ferrari, Pfizer, Walt Disney, Toyota, Shell, HSBC and Airbnb.

May 04, 2026 at 02:48 pm IST

Banks seek to trim data center exposure

Faced with the unprecedented financing requirements of AI, major banks find themselves torn between the necessity of participating in the sector and the fear of overexposure. According to the FT, the current trend is leaning toward risk reduction.

May 04, 2026 at 01:40 pm IST

French Analyst Ratings: Schneider, Soitec, GTT and Technip in the Spotlight

The heavy flow of earnings reports has triggered a wave of broker adjustments. Schneider, DBV, Rémy Cointreau and Technip are currently the focus of market attention.

May 04, 2026 at 12:13 pm IST

GameStop Launches a Surprise Offensive Against eBay

Ryan Cohen, GameStop's chief executive, is offering to buy eBay with a 20% premium, even if that means going straight to shareholders should the target's board decline to back the deal. It is a rather high-handed approach, especially for a company worth about a quarter of the one it is aiming to buy.

May 04, 2026 at 12:00 pm IST

Oil hits 4-year peak at $126.3

Crude prices surged as the White House raised the prospect of a prolonged maritime blockade against Iran. Meanwhile, reports suggest new strikes are being considered. Black gold has jumped by more than 80% since January 1.

April 30, 2026 at 02:45 pm IST

Aperam kicks off the year with stronger EBITDA

Aperam has begun FY 2026 with business up sharply, bolstered by favorable seasonality in Europe and higher volumes.

April 30, 2026 at 02:42 pm IST

Oil Hits a 4-Year High at $126.3

Oil prices surged after the White House raised the prospect of a prolonged maritime blockade against Iran. At the same time, new strikes are reportedly under consideration. Crude has jumped more than 80% since January 1.

April 30, 2026 at 02:14 pm IST

Aperam Kicks Off the Year With Stronger EBITDA

Aperam begins fiscal 2026 with activity sharply higher, supported by a favorable seasonal effect in Europe and rising volumes.

April 30, 2026 at 12:21 pm IST

French Analyst Ratings: Hermès and Nexans in the Spotlight

For this final session of the week, ahead of the May 1st holiday tomorrow, the focus is on Hermès and Nexans.

April 30, 2026 at 12:09 pm IST

ArcelorMittal benefits from Europe's quota policy

The steelmaker is improving its EBITDA margin, supported by higher steel prices and better performance. It expects a more favorable environment in Europe in the coming months.

April 30, 2026 at 11:58 am IST

KONE to Buy TKE, Creating an Elevator and Escalator Giant

Finnish group KONE will acquire TK Elevator (TKE) in a mixed cash-and-stock deal. The combined company would form a global leader, aiming to be better equipped to meet the sector's challenges.

April 29, 2026 at 12:28 pm IST

French Analyst Views: Price targets raised for Bouygues, Nexans and Spie

This morning sees several price target upgrades for Air Liquide, Bouygues and Spie, though downward adjustments prevail, notably for Airbus, FDJ and Hermès.

April 29, 2026 at 12:08 pm IST

Pernod Ricard and Brown-Forman call off merger

There will be no cocktail mixing pastis and Jack Daniel's. France's Pernod Ricard and America's Brown-Forman have abandoned their merger plans after failing to reach an agreement on the final terms.

April 29, 2026 at 12:08 pm IST