Enzo Willcox
Airbus haunted by past demons, Exosens shifts gears
The Court of Appeal is expected to deliver its ruling shortly regarding the Rio-Paris flight crash. Meanwhile, Hexagon marks its first trading day ex-Octave shares. AJ Bell posted a positive first quarter, and Exosens plans to double its production by 2026.
May 21, 2026 at 04:02 pm
Has the Market Already Priced in Everything for Hensoldt?
Hensoldt shares have started the year on the wrong footing and it should be said that its stretched valuation leaves no leeway. Faced with a surging order book, although weighed on by a heavier balance sheet, opinions are divided. Indeed, its Q1 results announcement failed to convince.
May 21, 2026 at 03:38 pm
Avio regains its footing
After a prolonged stagnation on the stock market, capital is flowing back into Avio. Indeed, Indeed, enthusiasm is almost excessive, given that the company's valuation currently appears stretched. Nevertheless, the group is benefiting from excellent momentum: its new generation of launchers is ready, and its growing exposure to the defense sector is significantly bolstering its bottom line.
May 20, 2026 at 05:58 pm
Nordex: Between Maturity and Vigilance
The German wind power leader has validated its restructuring, posting one of the strongest gains on the DAX over the past year. For now, its results remain shielded from Middle East tensions. However, vigilance is required: the shadow of an inflationary shock is already looming over FY 2027.
May 15, 2026 at 02:43 pm
China rallies towards multi-year highs
The Shanghai Stock Exchange is in the spotlight this week. Driven by exports and low production costs, the Middle Kingdom's main mainland exchange gained ground in April. However, caution remains warranted amid persistent Middle East tensions and fragile domestic consumption.
May 12, 2026 at 09:55 pm
Legrand ramps up while Davide Campari suffers a hangover
Earnings season continues as Davide Campari, Valiant Holding, and Solvay tumble following their releases, while Legrand and Henkel trend higher. Verisure benefits from Nordea's backing, and luxury stocks gain ground amid easing tensions in the Middle East.
May 07, 2026 at 05:00 pm
Thierry Garnier moves from Kingfisher to Ahold Delhaize
The "Usain Bolt" of retail is going back to his roots. At Carrefour Group he was promoted from an intern to head of its China division. It was there that he forged the strategy that would later drive Kingfisher's success at the height of the health crisis.
May 06, 2026 at 09:35 pm
MTU Preparing for Takeoff
The aerospace equipment manufacturer, whose stock hit a record high before the conflict in Iran, has since faced sharp sell-offs, losing a quarter of its value in just a few weeks. Operational performance, however, appears intact, even as the burden of the GTF engine continues to weigh on its accounts.
May 06, 2026 at 05:50 pm
Can ABB Continue to Climb?
From a stockmarket purgatory in the early 2000s to the pinnacle of the AI infrastructure era: ABB is charting one of the most spectacular turnarounds in the industrial landscape. Yet, behind this rise, the pressure intensifies with every earnings release.
April 30, 2026 at 02:46 pm
The Retail Blind Spot: P/E vs. FCF Yield
Most investors focus on a handful of financial ratios. However, the most common ones often harbor flaws. In this series of articles, we will review these limitations to help you make more informed decisions in the markets.
April 29, 2026 at 07:05 pm
Can ABB Sustain Its Ascent?
From a stockmarket purgatory in the early noughties to the pinnacle of the AI infrastructure era: ABB is charting one of the most spectacular turnarounds in the industrial landscape. However, behind this rise, the pressure intensifies with every earnings release.
April 29, 2026 at 06:27 pm
Between AI and Valuation, SAP Back to Reality
The European software leader has been buffeted by a market seeking scapegoats in the face of rising AI dominance. However, the stock's recent decline may stem more from overstretched valuations than fundamental disruption.
April 28, 2026 at 07:33 pm
VAT Group: Back to Basics
Founded in 1965, VAT Group initially developed within scientific vacuum applications. In the late 1980s, the company pivoted towards the semiconductor industry. This specialization helped it gradually build an oligopolistic position in critical vacuum valves. Concurrently, the group expanded its operations into flat screens, photovoltaics, and research, significantly developing across Asia before its IPO in 2016.
April 24, 2026 at 05:49 pm
Futures: What they really tell us about the markets (and what they don't)
Often presented as "leading indicators," futures have become a staple of morning market commentary. However, interpreting them requires a more nuanced approach: these financial contracts do not predict the future; they reflect the state of the market at a specific point in time.
April 23, 2026 at 09:43 pm
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