Our authors

Hermès, all-risk insurance?

French luxury house Hermès is a totally paradoxical stock. All analysts praise the group's qualities, but many find it hard to justify a positive opinion given its extraordinary stock market valuation. The historical P/E is around 45 times, compared with 26 times for LVMH, 19 times for the luxury goods sector and 14 times for the European large-cap market.

May 28, 2024 at 04:53 am EDT

Disaster averted

In April, the equity markets put an end to five consecutive months of rebound to catch their breath. May saw a return to the green for the main stock market indices, barring an uncontrolled slide in the last session of the month. However, doubts about the trajectory of rates returned to the forefront in recent days. Will today’s inflation data allay fears?

May 31, 2024 at 08:58 am EDT

ANALYST RECOMMENDATIONS : Okta, Paypal, Salesforce, Nvidia, Anglo American...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 30, 2024 at 08:35 am EDT

The return of rate hikes?

Global indices are in the red today, weighed down by big tech stocks, which are struggling due to higher Treasury yields triggered by a worrying speech from a very respected Fed official. Investors are now fearing that rates could move up again.

May 29, 2024 at 09:26 am EDT

ANALYST RECOMMENDATIONS : Zscaler, Dell, Dupont de Nemours, Fevertree...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 28, 2024 at 05:56 am EDT

ANALYST RECOMMENDATIONS : Booking, First Solar, United Airlines, Workday, Fresnillo...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 29, 2024 at 05:30 am EDT

ANALYST RECOMMENDATIONS : Humana, Netapp, Dell, Qualcomm, Paypal...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 31, 2024 at 05:30 am EDT

Nvidia soon to join the Dow Jones?

Is Nvidia about to reach a new milestone by joining the Dow Jones, the most exclusive and longest-running index on the US stock market? The question arises in view of the company's weight on the stock market and its importance in the global ecosystem. The forthcoming ten-for-one stock split may well help the decision. But nothing has yet been done.

May 29, 2024 at 10:03 am EDT