Thomas Barnet

France analysts: fresh calls on LVMH, Soitec and Stellantis

Barclays turns positive again on LVMH and is no longer negative on Kering. Price targets rise at Legrand, Nexans and Soitec.

May 12, 2026 at 02:38 pm

LVMH faces severe fatigue

Will May be the first positive month of 2026 for LVMH? The luxury powerhouse lost ground in January, February, March, and April, resulting in a 30% wipeout of its market capitalization so far this year. However, the decoupling between the market and the luxury sector dates back much further. Furthermore, can luxury still be viewed as a homogenous entity? Bernstein is not so sure.

May 11, 2026 at 08:59 pm

Weekly Earnings Calendar

Welcome to the corporate earnings calendar for the week of May 11 to 15, 2026. Key highlights this week include Cisco Systems, Siemens, Allianz, SoftBank, Petrobras, Vodafone, Applied Materials, Bayer, Fox Corporation, and Deutsche Telekom.

May 11, 2026 at 03:45 pm

France Analyst Calls: Morgan Stanley Raises Targets on GTT, Vallourec and Technip

To kick off the week, Morgan Stanley updates its price targets on oil services names. BofA downgrades Eurofins.

May 11, 2026 at 02:39 pm

Why do the United States worry so much about Japan’s economy?

American financial media often seem to place an outsized weight on Japan’s economic news. Japan is no longer the industrial specter that haunted Washington in the 1980s, but it is, at once, a creditor to America, a military ally, an industrial power, a laboratory for aging, a barometer for the dollar, and a central player in global liquidity.

May 08, 2026 at 08:53 pm

Nvidia Chips: The Thai Connection that's Raising Alarms in Washington

A company linked to Thailand's AI ambitions is suspected of facilitating the transfer of Super Micro servers equipped with advanced Nvidia chips to China. According to Bloomberg, OBON Corp. allegedly played a role in a scheme to bypass US restrictions, involving an estimated $2.5bn. Alibaba has been named as one of the end customers, a claim the Chinese group denies.

May 08, 2026 at 05:29 pm

Valeo overtakes Ubisoft as the most shorted stock on the market

May 08, 2026 at 03:58 pm

French Analyst Ratings: Nomura initiates coverage of Soitec

With the May 8th public holiday, the selection of French stocks is more limited than usual.

May 08, 2026 at 03:54 pm

Valeo overtakes Ubisoft as the market's top bearish bet

May 08, 2026 at 03:51 pm

Nvidia chips: the Thai supply chain that has Washington worried

A company tied to Thailand's AI ambitions is suspected of helping move Super Micro servers equipped with advanced Nvidia chips to China. According to Bloomberg, OBON Corp. allegedly played a role in a route used to sidestep U.S. restrictions, involving an estimated $2.5bn. Alibaba is cited among the end customers, which the Chinese group denies.

May 08, 2026 at 03:27 pm

French Analyst Ratings: Nomura initiates coverage on Soitec

With the May 8th public holiday, the selection of French stocks is more limited than usual.

May 08, 2026 at 02:53 pm

Soitec: Plenty of light, but still little profit

Just a few months ago, Soitec looked like one of those former market darlings that investors had relegated to the bottom drawer. Overexposed to smartphones, penalized by an endless inventory correction and weakened by the automotive sector, the French semiconductor substrate specialist had lost much of its aura.

May 07, 2026 at 10:29 pm

Massive oil bets draw the attention of U.S. prosecutors

U.S. prosecutors are investigating several trades placed just before major announcements by Donald Trump and a senior Iranian official. According to ABC News, these bearish oil wagers totaled more than $2.6bn.

May 07, 2026 at 08:17 pm

France analyst calls: spotlight on Veolia and financials

Analysts have been looking at French financial stocks since last night: insurers (AXA, Scor), banks (BNP, CASA) and real estate companies (Gecina, Icade).

May 07, 2026 at 02:44 pm

Bpifrance trims stake in Technip Energies

Bpifrance launched the placement of a 2% stake in Technip Energies (3.57 million shares) yesterday evening at 39 EUR per share. The proceeds from the transaction amount to 139 million euros.

May 07, 2026 at 02:34 pm

Markets surge on rumors of Iran deal

The White House believes it is nearing a preliminary agreement with Iran to end the war and start a more structured phase of nuclear negotiations, according to reports from Axios, which has been at the forefront of coverage on US diplomacy for several weeks.

May 06, 2026 at 08:56 pm

Markets surge on rumors of Iran deal

The White House believes it is close to a preliminary agreement with Iran to end the war and reopen a more structured phase of nuclear negotiations, according to information obtained by Axios, which has been the leading publication on U.S. diplomacy for several weeks.

May 06, 2026 at 05:03 pm

French Analyst Ratings: Oddo builds on Bouygues, real estate takes center stage

In today's selection, the construction sector dominates the landscape with REITs (Unibail, Gecina), civil engineering (Bouygues), and building materials (Saint-Gobain).

May 06, 2026 at 02:48 pm

French Analyst Ratings: Goldman Sachs upgrades Orange, BNP raises L'Oréal

RBC and BNP have dropped their respective negative stances on Bureau Veritas and L'Oréal. Analysts continue to revise price targets upward for European semiconductors.

May 05, 2026 at 02:31 pm

LVMH reportedly preparing unprecedented portfolio refocusing

In response to the luxury sector slowdown, LVMH is considering the divestment of several brands deemed less strategic, according to reports from the Financial Times. The group controlled by Bernard Arnault aims to concentrate its resources on its primary profit engines, such as Louis Vuitton and Dior.

May 05, 2026 at 12:32 pm

Weekly Earnings Calendar: Palantir, AMD, AXA and Engie in the Spotlight

Welcome to the corporate earnings calendar for the week of May 4 to 8, 2026. Key highlights this week include financial results from Palantir, AMD, Ferrari, Pfizer, Walt Disney, Toyota, Shell, HSBC and Airbnb.

May 04, 2026 at 05:21 pm