Enzo Willcox
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 am EDT
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 am EDT
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 am EDT
Russell 2000: Small Caps, Big Impact
The market has long been fixated on AI and industry heavyweights. Yet, in the shadow of the "Magnificent 7," American small caps are poised to conclude a fourth consecutive month of outperformance relative to the S&P 500.
April 30, 2026 at 04:52 am EDT
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 am EDT
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 am EDT
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 am EDT
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 am EDT
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 am EDT
Futures: What they really tell us about the markets (and what they don't)
Often presented as "leading indicators," futures have become a staple of morning market commentary. However, interpreting them requires a more nuanced approach: these financial contracts do not predict the future; they reflect the state of the market at a specific point in time.
April 23, 2026 at 09:43 am EDT
Rheinmetall: Is the rally coming to an end?
With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely overhauled its profile, effectively shifting into a new league in the eyes of investors. The question remains whether this momentum can still intensify.
April 17, 2026 at 07:32 am EDT
China's winning bet in times of crisis
While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a sector where China holds a near-monopoly across the entire value chain.
April 15, 2026 at 04:57 am EDT
With the Strait Open is Ordeal Closed?
The announcement of a ceasefire in Iran has revived investor enthusiasm and marks a crucial step toward the reopening of the Strait of Hormuz. However, tensions persist, and the aftermath of this conflict is expected to weigh heavily on the situation for the foreseeable future.
April 08, 2026 at 06:08 am EDT
How a Lack of Snow is Driving Up Electricity Prices in Europe
The 2025/2026 winter is shaping up to be one of the driest on record for Norway. Europe's "battery" is supposed to recharge during this season, but this year it has failed to fully play its part. Electricity bills have quadrupled in Sweden, and the conflict in the Middle East is just fanning the flames.
April 08, 2026 at 05:40 am EDT
Nike: A colossus with feet of clay
Since the 1990s, Nike has established global dominance through its cult franchises and technical innovations that have set the market standard. However, this historic leadership is faltering. New entrants are now eating away at the sporting goods giant's market share.
April 02, 2026 at 06:04 am EDT
Explainer: A New Warning for the 60/40 Model
For the first time since 1969, the fundamental principle of diversified management is weakening. Equities and bonds are falling in tandem, transforming the fixed-income safety net into a dead weight for balanced portfolios. Does traditional diversification still have a place?
April 01, 2026 at 09:43 am EDT
Afyren takes full control of NEOXY plant and boosts capacity with 20 million euro investment
Afyren's earnings release coincides with the full acquisition of its NEOXY plant in eastern France. The group plans to invest 20 million euros to ramp up production, targeting operational breakeven (EBITDA) by 2028.
April 01, 2026 at 03:56 am EDT
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