Justin Emerson

Visa, Inc: Network effect

Yesterday, the payment network specialist published stunning financial results.

April 26, 2024 at 05:39 am EDT

Hermes: The king and his crown

Another record quarter for the most successful company on the French stock exchange.

April 25, 2024 at 09:32 am EDT

How does Elon Musk's compensation compare with that of other CEOs?

Tesla's attempt to seek a new shareholder vote on its CEO Elon Musk's record-breaking compensation, overturned by a Delaware judge in January, has once again put the spotlight on American corporate executive pay.

April 19, 2024 at 05:13 am EDT

Commodities Overview: Industrial metals take a break from bullishness

The prices of most non-ferrous metals lost ground on Tuesday, under pressure from a firmer US dollar and disappointing data from China, the world's leading metals consumer. This was a reversal of the trend that had prevailed since the beginning of April.

April 16, 2024 at 05:23 am EDT

JPMorgan Chase & Co: The end of easy money

JPMorgan, which published its quarterly results last week, posted net income growth of 6%. Curiously, its shares fell even further at the end of the trading day.

April 15, 2024 at 05:12 am EDT

Palladium prices still at record lows

Hopes of a rebound in the price of the precious metal have so far been dashed by the market.

April 10, 2024 at 09:34 am EDT

WD-40 Company: Market barometer

Last night, the famous rust inhibitor manufacturer published its half-year results.

April 10, 2024 at 09:16 am EDT

Lotus Technology beats its peers to the punch

Controlled by Chinese carmaker Geely and the L Catterton private equity fund linked to LVMH and Bernard Arnault, supercar maker Lotus Technology published its annual results yesterday.

April 09, 2024 at 10:00 am EDT

Reddit, Inc: Bold parallels

Despite the skepticism of many observers, the IPO of the online community platform has met with some success. Its market capitalization is approaching $8 billion, a multiple of almost ten times sales.

April 08, 2024 at 05:22 am EDT

CME Group Inc: Network effect

CME is the operator behind the world's largest financial futures market.

April 04, 2024 at 04:38 am EDT

Indices: Five Magnificents instead of Seven

This weekly review of the indices talks about the inevitable Magnificent Seven, but also about ARK Innovation's slump in 2024, after the big rebound of the previous year. Incidentally, the caption on the illustrative photo could be "Cathie Wood squashing Elon Musk's head after Tesla shares fall". In Europe, Defense is doing well, as are Adyen and Lonza, both of which were wiped out last year.

April 02, 2024 at 11:38 am EDT

Technogym S.p.A. : Another Italian champion

Why have we only been so keen on US company Peloton, which has never made a cent in profit, when Technogym S.p.A. in Italy has had one success after another?

March 28, 2024 at 10:48 am EDT

NVIDIA Corporation : Silicon Valley wants to break Nvidia's CUDA software monopoly

Technology giant Nvidia, known for its cutting-edge artificial intelligence (AI) chips, finds itself at a crossroads. With a market capitalization of $2200 billion, the firm has established itself as the beating heart of the new era of generative AI, powering developers ranging from innovative start-ups to behemoths such as Microsoft, OpenAI and Alphabet, Google's parent company.

March 27, 2024 at 10:55 am EDT

Enbridge Inc : Irreplaceable infrastructure

The pipeline group concludes a particularly intense ten-year investment cycle with good news.

March 26, 2024 at 12:45 pm EDT

Kering: A factual retrospective

No doubt CEO François-Henri Pinault would have wished for something more than a profit warning to celebrate his 20th anniversary as the head of the family holding company Artémis.

March 20, 2024 at 06:29 am EDT

Apple in negotiations to integrate Google's Gemini AI into iPhones

The Nasdaq 100 is on a roll today after a Bloomberg report that Alphabet, Google's parent company, started talks with Apple to integrate Google's AI architecture into iPhones. Alphabet's shares surged 7%, and Apple's by 2.5%.

March 18, 2024 at 10:36 am EDT

Deliveroo takes a new stance

Deliveroo lacks the financial capacity of Uber Eats, whose development is subsidized by profits from the American group's cab business.

March 18, 2024 at 05:59 am EDT

China Vanke under scrutiny

China has urged state-owned banks to step up their financial support for property developer China Vanke and invited creditors to consider extending private debt maturities. According to those in the know, this is an exceptional intervention by the central government to come to the aid of an ailing real estate company.

March 11, 2024 at 10:26 am EDT

Samsonite International S.A.: Possible arbitrage opportunity

Depressed and abandoned by international investors since the Beijing coup, the Hong Kong market has become a hunting ground for private equity players.

March 07, 2024 at 04:46 am EST

Tesla goes off script

Tesla shares plunged more than 7% on Wall Street yesterday, following poor sales figures in China. The group had its worst month since the end of 2022. Fierce competition in the field of electric vehicles and the reluctance of drivers to embrace the technology are overshadowing the good story.

March 05, 2024 at 06:10 am EST

New York Community Bancorp: New carnage in sight

Things are getting tougher for New York Community Bancorp. The regional bank fell sharply at the beginning of the year, but seemed to have contained the fire. However, the bank just announced the discovery of shortcomings in its internal control procedures and the resignation of its CEO. The stock fell by 25% in after-hours trading.

March 01, 2024 at 10:31 am EST