Thomas Barnet

France analyst views: UBS cautious on Pluxee and Edenred, Goldman Sachs reviews property companies

Gecina, Unibail, Klépierre... Goldman Sachs is adjusting its valuations on French property companies. UBS is cutting valuations on Pluxee and Edenred, while Morgan Stanley resumes coverage of Worldline with caution.

January 23, 2026 at 03:44 pm

Part of TikTok comes under the US banner

ByteDance, TikTok's Chinese parent company, has announced the creation of a joint venture controlled by American investors, to address US security concerns. A compromise welcomed by Donald Trump, allowing the app to remain available to its 200 million American users.

January 23, 2026 at 03:03 pm

Gold almost $5,000 an ounce, silver close to $100

Gold, silver and platinum reached uncharted territory on Friday. The surge in precious metals is fuelled by less confidence in US assets, against a backdrop of geopolitical tensions and economic uncertainty.

January 23, 2026 at 02:41 pm

Gold flirts with $5,000 an ounce, silver with $100

Gold, silver and platinum pushed into uncharted territory Friday. This surge in precious metals is being fueled by waning confidence in US assets, against a backdrop of geopolitical tensions and economic uncertainty.

January 23, 2026 at 01:42 pm

Part of TikTok Moves Under a US Banner

ByteDance, TikTok's Chinese parent company, announced the creation of a joint venture controlled by American investors to address US security concerns. A compromise welcomed by Donald Trump, it keeps the app available to its 200m American users.

January 23, 2026 at 01:30 pm

Modest Growth for Ecoslops in 2025

Ecoslops, the specialist in recycling petroleum residues, posted a 5% increase in revenue in 2025.

January 23, 2026 at 01:42 am

Chinese JD.com Reshapes the European Retail Landscape

The arrival of JD.com in Europe marks a strategic turning point in consumer goods distribution, according to Scope Ratings. By taking control of Ceconomy, the Chinese e-commerce giant secures a strong foothold in the region, with over 1,000 stores across 11 countries under the Media Markt and Saturn banners.

January 22, 2026 at 11:54 pm

Bouygues Telecom, Free and Orange Still in Talks to Acquire SFR

The French telecom landscape has arguably never been closer to shrinking from four to three major players. The trio Bouygues Telecom, Free, and Orange has confirmed "the existence of discussions with the Altice Group" regarding the potential acquisition of a significant portion of its telecommunications operations.

January 22, 2026 at 05:36 pm

Auto stocks wake up, led by VW, Michelin and easing geopolitical tensions

As Volkswagen, Michelin and the broader auto sector celebrate better-than-expected projections and a thaw on the tariff front, Ubisoft is in free fall after yet another warning.

January 22, 2026 at 05:12 pm

Bouygues Telecom, Free and Orange Still in Talks to Acquire SFR

The French telecom landscape has arguably never been closer to shrinking from four to three major players. The trio Bouygues Telecom, Free, and Orange has confirmed "the existence of discussions with the Altice Group" regarding the potential acquisition of a significant portion of its telecommunications operations.

January 22, 2026 at 04:07 pm

France Analyst Views: Ubisoft Gets Cut to Pieces, Virbac and Atos Revalued Higher

Yesterday's announcements are doing real damage to Ubisoft. Oxcap is initiating coverage of Alstom, while Virbac, Atos and ArcelorMittal are benefiting from higher price targets.

January 22, 2026 at 03:45 pm

North Atlantic Energies (Esso) Minority Shareholders Make Their Voices Heard

The stock market saga of Esso SAF, now renamed North Atlantic Energies, is far from over. North Atlantic France, which acquired the controlling 82.89% stake from Exxon Mobil, plans to launch a simplified takeover bid at €28.93 per share by the end of the quarter. The issue? The stock is currently trading around €45.

January 22, 2026 at 01:12 am

Burberry Drives Luxury, Danone Sinks, Edenred and Pluxee Stand Out

Significant market moves this morning, spurred by analyst recommendation changes, earnings reports, and rumors. Among the biggest swings: Danone, Barry Callebaut, and Edenred.

January 21, 2026 at 05:40 pm

Danone Plummets on the Stock Market

January 21, 2026 at 05:11 pm

French analyst calls: Berenberg downgrades Engie, Goldman Sachs cuts Scor

Berenberg and Goldman Sachs are downgrading Engie and Scor, respectively. Edenred sees a sharp price target cut at Barclays.

January 21, 2026 at 04:13 pm

Atos: margin slightly above 4% in 2025

The group, which is trying to turn around its business, recorded a sequential improvement in performance in Q4. The margin and cash burn are slightly higher than expected.

January 21, 2026 at 04:02 pm

Atos posts a margin slightly above 4% in 2025

The group, which is trying to turn its business around, recorded a sequential improvement in its performance in the fourth quarter. The margin and cash burn are a bit higher than expected.

January 21, 2026 at 03:44 pm

Zonebourse Company Calendar: January 21, 2026

January 21, 2026 at 12:52 am

Education: Market Capitalization vs. Enterprise Value

On the stock market, as with any marketplace, every asset has a price. But what is the real price to pay to take control of a publicly traded company? To see things clearly, it is essential to distinguish between two key concepts: market capitalization and enterprise value, which are still often confused.

January 20, 2026 at 08:57 pm

Wise and Virbac Benefit from Quarterly Results, Valneva and Logitech Slide

Quarterly earnings reports are beginning to shape the leaderboards across Europe. Wise and Virbac are among the winners, while Hypoport fares less well. Among other notable movers, Valneva tumbles after a consequential decision in the United States, and Jacquet gains from an upgraded recommendation.

January 20, 2026 at 04:56 pm

Henkel in Talks to Acquire Stahl from Wendel

Henkel has announced that it is in discussions to acquire the Dutch company Stahl, which is part of Wendel's portfolio. The French group has also confirmed the existence of non-exclusive negotiations. Stahl specializes in chemical products for surface treatment and coatings.

January 20, 2026 at 03:45 pm