Thomas Barnet
Journalist
French Analyst Ratings: Jefferies turns bullish on Rexel, TD Cowen raises Kering target
Jefferies upgraded Rexel to a positive stance this morning. "We see a favorable backdrop for Rexel through 2026, supported by significant pricing tailwinds, a recovery in certain industrial and construction markets, and another year of robust growth in the data center sector," the analyst explained. Elsewhere, Kempen upgraded Mercialys while downgrading Unibail.
April 09, 2026 at 02:38 pm
Why you can't afford to miss the market's biggest rallies
At the risk of stating the obvious, the stock market's best performing days do not occur during calm and comfortable periods. Instead, they most often emerge in the midst of the most anxiety-inducing environments.
April 08, 2026 at 11:31 pm
Why banking, tourism and commodities stocks are soaring
This morning, MarketScreener noted in its daily column that following the ceasefire in the Middle East, "extreme arbitrage enthusiasts will likely be long on airlines and short on oil companies." However, many other sectors are also experiencing spectacular surges or big falls. Here's the breakdown of this.
April 08, 2026 at 05:58 pm
Why banking, tourism, and commodities are soaring on the stock market
This morning, in its daily column following the Middle East ceasefire, MarketScreener wrote: "extreme arbitrage enthusiasts will likely be long on airlines and short on oil majors." However, many other sectors are also experiencing spectacular surges or staggering collapses. Here is the breakdown.
April 08, 2026 at 04:44 pm
Danone reportedly eyeing Reckitt's Mead Johnson
Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group, although ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.
April 08, 2026 at 01:59 pm
Danone reportedly eyeing Mead Johnson (Reckitt)
Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group but ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.
April 08, 2026 at 12:50 pm
Pershing Square offers to acquire Universal Music Group (UMG) for EUR55.8bn
Bill Ackman's Pershing Square intends to acquire Universal Music Group in a cash-and-stock deal valued at EUR30.40 per share of the former Vivendi subsidiary, representing a 78% premium over its current valuation (EUR17.10). According to our calculations, the transaction would be worth EUR55.75bn, based on 1.833 billion shares outstanding.
April 07, 2026 at 02:50 pm
TotalEnergies partners Masdar in Asian renewables push
TotalEnergies and Masdar are set to form a 50/50 joint venture valued at $2.2bn. The entity will consolidate their onshore renewable energy operations across nine Asian countries, aiming to capitalize on the region's surging electricity demand.
April 02, 2026 at 03:22 pm
TotalEnergies partners with Masdar for Asian renewables
TotalEnergies and Masdar are set to form a 50/50 joint venture valued at $2.2 billion. The entity will consolidate their onshore renewable energy operations across nine Asian countries to capitalize on the region's surging electricity demand.
April 02, 2026 at 02:48 pm
Explainer: GmbH, NV, KGaA, Plc, SpA, Oyj, SGPS… what are we talking about?
Have you ever wondered why there are two pharmaceutical companies with the same name on the stock market, Merck & Co, Inc. and Merck KGaA? And for that matter, what do "Inc" and "KGaA" actually mean? From SE and Inc. to Ltd and SpA… let's dive into the acronyms that typically follow the names of listed companies.
April 01, 2026 at 04:03 pm
French Analyst Ratings: Fresh Bullish Views on Engie, Safran, and Unibail
Aerospace is in the spotlight this morning as Wells Fargo initiates coverage on the European sector. Unibail and Engie benefit from upgrades, while Barclays raises its price target for Carrefour.
April 01, 2026 at 02:33 pm
Legrand
As part of its active bolt-on acquisition strategy, Legrand has announced two new external growth operations in the data center sector, involving Keydak in China and TES in the United Kingdom. A Chinese leader in racks based in Guangzhou, Keydak employs over 330 people and generates annual revenue exceeding 60 million euros. Its acquisition remains subject to customary conditions precedent. A European specialist in power distribution systems, with more than half of its revenue derived from data centers, Cookstown-based TES employs 280 people with annual sales of nearly 85 million euros.
April 01, 2026 at 02:25 pm
JCDecaux
JCDecaux has announced the signing, on March 30, of an agreement to acquire Vista Communications, a Tokyo-based Japanese company specializing in taxi shelter advertising. Since 2012, Vista has operated 29 taxi shelters in Tokyo, representing 58 advertising faces, including 7 digital screens, primarily located in the high-traffic districts of Shibuya, Roppongi, Shinjuku, Shinagawa, Akihabara, and Ueno. This acquisition will strengthen JCDecaux's presence in Tokyo through its joint venture MCDecaux, and marks its entry into the taxi shelter segment in Japan, complementing its existing portfolio of over 850 B-Stops in the Japanese capital.
April 01, 2026 at 02:25 pm
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