Enzo Willcox
Evolution AB Wins Big While Vallourec Tumbles
ArcelorMittal has sent Vallourec shares sliding following the sale of its stake in the tubular solutions specialist. Meanwhile, Evolution AB has launched a share buyback program and IG Group posted robust results. A special mention goes to ACS, which triggered its own share price decline.
May 19, 2026 at 03:40 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
Merck KGaA Raises Outlook Following Solid First Quarter
Currency headwinds failed to significantly derail Merck KGaA during the first quarter. With organic growth trending positive, management has confirmed the trajectory by upwardly revising its full-year guidance.
May 13, 2026 at 03:20 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
Arcadis Tops This Earnings Day, Technip and Stellantis Bring Up the Rear
The earnings deluge across European markets is lifting Arcadis, Magnum, Delivery Hero and others, while sending Technip, Crédit Agricole and Stellantis sharply lower. Munich Re is losing ground as Mother Nature eases up, and Universal is treading water.
April 30, 2026 at 03:50 pm
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
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