Equity Analysis

Luca de Kering

I think that everyone has noticed that Kering shares have stopped falling. Indeed, it is only going up, even compared to the rock stars of the luxury sector. This phenomenon is almost exclusively...

Stellar valuation for the new star of sportswear

The market capitalization of the group that owns the Salomon, Arc'teryx, and Wilson brands, amongst others, has more than doubled since its initial listing in the US in early 2024.

Major changes in seeds and crop protection products?

Corteva Agriscience is an American company formed from the split of DowDuPont in 2019. It specializes in seeds and crop protection. Its seed portfolio mainly covers corn, soybeans, cereals, rapeseed,...

VusionGroup keeps investors on its side

The store digitization specialist is soaring after the publication of excellent indicators in its first-half results. Targets have been raised.

ABB and Royal Caribbean Group join forces for fleet excellence

ABB Ltd. delivered robust performance in Q2 25, securing record-breaking levels of incoming orders while simultaneously streamlining operations for greater productivity and reduced resource...

APi Group's visionary growth strategy unveiled at Jefferies event

APi Group posted a strong performance in Q2 25, driven by robust growth in both revenue and profits. The company benefited from strategic acquisitions, pricing improvements and a rising demand in...

Bologna Airport: solid growth but valuation penalized

Listed on the Italian market, the company that operates Bologna airport-with a concession running until 2044 and the Benetton family holding company as its second-largest shareholder-is a curious...

The memory chip war is heating up the markets

Long underestimated, memory chip manufacturers are now the center of attention. Investors are closely scrutinizing this strategic sector, still unsure about who will emerge as the big winner in this...

Discount still persistent at Tamburi Investment Partners

The share price of the Italian investment company specializing in the small and mid-cap segment continues to trade at a significant discount to management's intrinsic value estimates.

Judges Scientific is going through a rough patch

Still relatively unknown, this holding company, which specializes in acquiring equipment manufacturers in the scientific and medical fields, has had an exceptional operational and financial track...

Warner Bros-Paramount: A lifesaving merger

Rumors of a merger between Warner Bros. and Paramount under the umbrella of Skydance-controlled by David Ellison, son of Oracle founder Larry Ellison-sent the stock price soaring to a level that...

Smith & Nephew expands its advanced bioactives portfolio

Smith & Nephew's significant advancements in clinical evidence and expanded patient access for its innovative products highlight its commitment to driving innovation. In addition, the expansion of its...

CTT-Correios completes strategic acquition

CTT-Correios posted robust growth in Q2 25, driven by booming e-commerce and strategic acquisitions. The company's focus on innovation, quality of service, and selective automation has fueled...

EchoStar Corporation : From Pay-TV Decline to 5G Growth

Founded as a C-band satellite distributor in 1980, EchoStar is today a major communications company with businesses in Pay-TV, wireless, and satellite broadband. While it is investing in 5G and...

Another Hollywood merger?

Numerous sources report that Paramount Skydance is about to make a takeover bid for Warner Bros. Discovery. The concentration of Hollywood studios could therefore continue.

Discount remains persistent at Tamburi Investment Partners

The share price of the Italian investment company specializing in the small and mid-cap segment continues to trade at a significant discount to management's intrinsic value estimates.

Swissquote bolstering market position with Yuh acquisition

Swissquote's H1 25 results presented record top-line growth, reflecting resilience and strategic foresight. These results were fueled by the company's expanding client base and robust growth in fee...

Technogym to boost innovation with OURA

Technogym S.p.A. achieved strong performance in H1 25, reflected by double-digit revenue growth and strategic innovation, fueled by robust growth in its B2B and B2C segments and a refined approach to...

Despite criticism, Grindr continues with growth trajectory

Nothing, for the moment, has stopped the irresistible rise of the leading social network for the gay community.