Enzo Willcox

Medpace: At the Heart of the Small-Cap Biopharma Crisis

Caught between solid fundamentals and a lagging stock price, the clinical testing firm is paying the price for earnings reports that signal a slowdown in orders. The situation is further complicated by management's uncharacteristic delay in launching share buybacks, a move that usually reassures the market, although which has yet to materialize this time around.

June 17, 2026 at 04:12 am EDT

Clearer Skies for Black Gold

After months of ineffective rhetoric, Donald Trump's latest intervention finally seems to be hitting the nail on the head. Brent crude has plunged 12% in a single week, dragging oil stocks down in its wake.

June 15, 2026 at 05:33 am EDT

A Clearing Sky for Black Gold

After months of fruitless rhetoric, Donald Trump's latest intervention finally seems to be hitting the mark. Brent crude has plunged 12% in a single week, dragging oil stocks down in its wake.

June 15, 2026 at 04:11 am EDT

The Economy of Laziness

After decades of automation and innovation designed to save us time, what's the final verdict? Have we made the right choices, or has our free time simply served to fuel the growth of tech giants?

June 11, 2026 at 10:35 am EDT

When AI hides in the restroom: the best-kept secret in Japanese tech

Driven by an ultra-profitable yet niche ceramic segment, Japan's TOTO is navigating a stark divide between the Chinese real estate crisis and the semiconductor boom. As activist fund Palliser recently unveiled the company's near-monopoly on a key technology, the stock still offers a fundamentally undervalued entry point to play… AI infrastructure!

June 11, 2026 at 05:12 am EDT

Hugo Boss Shines While Camurus Faces Delays

Shifting analyst recommendations are driving market movement, with Kontron benefiting from a modest premium. Bank of America has reaffirmed the positive trend for ASM, while Halma shares tumbled despite solid earnings. Meanwhile, Camurus is lagging following a delay in the approval of its acromegaly treatment.

June 11, 2026 at 04:11 am EDT

Tate & Lyle Draws Interest, M6 Returns to the Spotlight

Consolidation in the Italian banking market continues with an Intesa Sanpaolo takeover bid for Monte dei Paschi. UBS shifts its stance on Porsche, while DSM-Firmenich and Arkema retreat following rating downgrades from Goldman Sachs.

June 08, 2026 at 04:42 am EDT

Rational: A Busy Roadmap for the Chefs' Workshop

Already a staple in our restaurants, Rational is playing a clever game: 3/4 of the global market still eludes it. While the stock is currently treading water amid geopolitical and trade tensions, the German group's solid fundamentals point towards an impressive long-term expansion.

June 03, 2026 at 10:17 am EDT

Technoprobe: A tech gem priced for perfection

After several years of stagnation, the Italian group is returning to growth. Investors have taken note of this, driving the stock well beyond its previous peaks. However, trading at over 72x earnings, there is no room for error.

June 03, 2026 at 06:11 am EDT

Inditex Gains Ground, Partners Group Limits Withdrawals

The parent company of Zara reported a surge in sales. Sodexo and Veolia benefited from Barclays' recommendations, while Norwegian Air Shuttle struggled following a downgrade from Danske Bank. Clas Ohlson posted disappointing results.

June 03, 2026 at 04:14 am EDT

UniCredit cleared to raise Commerzbank stake beyond 30%

By preparing to cross the critical 30% ownership threshold, UniCredit is seizing the reins in its standoff with Commerzbank. This shift hands the Italian lender full control of the timeline. The balance of power has flipped; the ball is now in Milan's court.

June 02, 2026 at 08:59 am EDT

UniCredit Cleared to Exceed 30% Stake in Commerzbank

By preparing to cross the critical 30% ownership threshold, UniCredit is seizing the levers of control in its pursuit of Commerzbank. This shift grants the Italian lender mastery over the timeline, effectively reversing the balance of power: the ball is now in Milan's court.

June 02, 2026 at 05:25 am EDT

Aspeed: The Small Chip Essential to the World's Supercomputers

A stock that has surged over 500% in a year, margins exceeding 50%, a central position in AI infrastructure, and yet a single technology dominated by this Taiwanese company. This is the recipe that has driven Aspeed's success, long before its 2013 IPO.

June 01, 2026 at 05:36 am EDT

Copart Running on Empty: Why the Cash Machine Has Stalled

After a decade of insolent growth, Copart's formidable engine appears to be seizing up. The global leader in vehicle salvage is facing an investor exodus, fueled by concerns over thinning volumes. Yet, with a debt-free balance sheet and a valuation that has become highly attractive, the company's underlying investment case remains as compelling as ever.

June 01, 2026 at 05:18 am EDT

Copart Running on Empty: Why the Cash Machine Has Stalled

After a decade of strong growth, Copart's formidable engine appears to be seizing up. The global leader in vehicle salvage is facing an investor exodus, fueled by concerns over thinning volumes. Yet, with a debt-free balance sheet and a valuation that has become highly attractive, the company's fundamental appeal remains intact.

June 01, 2026 at 05:03 am EDT

Interpump: One sell-off too many?

After a spectacular rally, the stock is struggling to rediscover its growth momentum. Two consecutive years of decline, weighed on by annual results, have nevertheless brought the valuation back to an attractive level.

May 28, 2026 at 07:15 am EDT

Mips: The "Gore Tex" of Security is Aiming for the Top Again

Rarely has a surge in demand placed such pressure on a company. Yet, this is the paradox that Mips has faced. Following the post-Covid euphoria, an inventory glut weighed heavily on the group's fundamentals, dragging the stock down towards all-time lows. While growth is now making a strong comeback in its financial statements, the share price is still struggling to regain momentum.

May 27, 2026 at 10:01 am EDT

Prysmian: Wiring Intelligence

Artificial intelligence requires chips, servers and power. Although above all, it needs to be connected. As the world leader in cabling, Prysmian sits at the heart of this invisible infrastructure that transports electricity and data. The Milan-based group is now stepping up its presence in data centers, a market that has become strategic with the rise of AI.

May 27, 2026 at 09:41 am EDT

Schindler: The post-restructuring moment of truth

The recovery from the crisis has proven more painful than anticipated for Schindler. Despite the weakness of its historical market and heavy restructuring costs, the company has nevertheless returned to growth in recent years. Fiscal year 2026 will now serve as a "test year," determining whether the streamlining of operations has been enough to secure a lasting return on capital.

May 26, 2026 at 09:40 am EDT

Grifols' Insatiable Appetite

Grifols' stockmarket history has indeed been a rollercoaster. The laboratory remains under constant pressure from heavy debt and has faced repeated assaults from short sellers. In this context, earnings growth is struggling to convince the market. However, one question remains: can the plasma giant ever regain investors' confidence?

May 26, 2026 at 05:19 am EDT

Ferrari takes the all-electric plunge as Kingfisher wins over the market.

While the launch of new Ferrari models always creates a stir, its first-ever electric iteration is generating even more noise. Elsewhere, Kingfisher reassured the market with its latest results, while Melrose reported an incident yesterday at its Garden Grove facility. Meanwhile, Hexagon and Wacker Chemie are feeling the weight of analyst downgrades.

May 26, 2026 at 04:12 am EDT