Enzo Willcox
74 Software: Growth Driven by Recurring Software Revenue
Results are positive for the Annecy-based company, and the shift toward more recurring revenue continues to advance. That said, beware the seasonality of its business: this first quarter is not necessarily indicative of the rest of the year.
April 30, 2026 at 02:59 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
Telenor Loses Its Signal, Novartis Gets Sick and Norden Sets Sail
Air Liquide is weighed down by a halt in oil supply. Results that came in below expectations are hurting Telenor and Valmet. Meanwhile, Norden raises its targets and Nordic Semiconductor rides the AI wave.
April 28, 2026 at 03:46 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
Futures: what they really say about markets (and what they don't)
Often billed as "leading indicators", futures have become a staple of morning market commentary. Reading them is more nuanced, though: these financial contracts don't predict the future, they reflect the market's state at a given moment.
April 23, 2026 at 08:38 pm
Viridien tracks oil, as Loomis skids and Lufthansa slips.
Pressure is building on commercial aviation as a jet fuel shortage starts to take shape, while dividend detachments weigh on Italian stocks. By contrast, oil names are riding crude's rebound. Alstom, which plunged 30% last week, is still winning over analysts.
April 20, 2026 at 04:10 pm
Rheinmetall: Is the rally coming to an end?
With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely overhauled its profile, effectively shifting into a new league in the eyes of investors. The question remains whether this momentum can still intensify.
April 17, 2026 at 07:32 pm
Alstom derails and Ipsos disappoints, while OVS shines
France is posting sharp declines this morning, with Alstom issuing a profit warning and Ipsos reporting disappointing results. Italy is faring better, with OVS chalking up a record year, as does Virbac, buoyed by momentum in the North American market.
April 17, 2026 at 03:59 pm
China's winning bet in times of crisis
While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a sector where China holds a near-monopoly across the entire value chain.
April 15, 2026 at 04:57 pm
Aixtron at full throttle, Stellantis adjusts course and Hermès loses its shine
The long-awaited first-quarter results are starting to roll in, with French luxury names in the spotlight as weakening demand takes a toll. While Aixtron and Cosmo Pharmaceuticals manage to pleasantly surprise the market, construction giant Strabag is weighed down by the terms of its ongoing secondary private placement.
April 15, 2026 at 03:50 pm
Autostore loses its grip, Neste pulls away and Lufthansa slides
Vallourec lands a major contract, while Rexel and Hoist Finance benefit from upbeat analyst calls. For its part, Mercialys is moving ahead with an acquisition deal. By contrast, Exosens struggles to stand out after a shareholder sold 4.4% of its stake, and Autostore Holding is hit by a downgrade from Artic.
April 09, 2026 at 04:14 pm
With the Strait Open is Ordeal Closed?
The announcement of a ceasefire in Iran has revived investor enthusiasm and marks a crucial step toward the reopening of the Strait of Hormuz. However, tensions persist, and the aftermath of this conflict is expected to weigh heavily on the situation for the foreseeable future.
April 08, 2026 at 06:08 pm
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