Kevin Smith

Back to average performance for Infineon

2025 has been a year of normalization for the German semiconductor specialist, which yesterday published its full-year results.

15 November 2025 at 01:27 am AEDT

ABN Amro: still a prime target for BNP Paribas?

The third-largest Dutch bank published annual results that were, as usual, remarkably flat.

14 November 2025 at 07:36 pm AEDT

Carrefour: CMA prayer

The arrival of the Saadé family (at the head of the CMA CGM empire) as a shareholder in Carrefour, with a small 4% stake, has created a mini buying trend for the stock. However, it will take more than that to convince shareholders who have been praying for a turnaround for years.

13 November 2025 at 10:01 pm AEDT

Paramount Skydance's ambitions remain excessive

Acquired by Skydance after an epic and suspenseful saga, the group that owns the CBS network, the eponymous studios and the Paramount+ streaming platform published its first quarterly results yesterday.

13 November 2025 at 07:31 pm AEDT

Barrick Mining has been on a roll since the surge in gold prices

The world's second-largest gold mining group is back in favor and preparing to write a new chapter in its history.

13 November 2025 at 07:16 pm AEDT

Hannover Re: How much longer?

The reinsurer's management is exceptional in every respect, while its slogan "somewhat different" is not entirely untrue amongst its peers in the reinsurance sector.

12 November 2025 at 10:14 pm AEDT

Arkema mired in sluggish value creation

The chemical group has not escaped the difficult economic climate, which has indeed spared no player in its sector.

12 November 2025 at 06:51 pm AEDT

Still a sensitive issue at Bouygues

Nine-month results remain stable for the French conglomerate controlled by the family of the same name.

07 November 2025 at 01:58 am AEDT

Correction, consolidation, bear market, CRASH!!!: the vocabulary of a stockmarket disaster

Halloween is indeed behind us, but the markets are still playing scary games at the moment. That's what happens when the indices have been rising steadily for months. Everyone definitely wants it to continue, but everyone is also afraid it will stop. A good opportunity to revisit the vocabulary of decline, just in case.

06 November 2025 at 09:33 pm AEDT

Uber still flying high

The years go by and remain much the same for the company that has given its name to a whole new branch of contemporary capitalism. In 2025, it continues its impressive growth rate in segments that it already dominates.

06 November 2025 at 07:47 pm AEDT

Siemens Healthineers still having difficulty convincing

The world leader in medical imaging and radiotherapy published its annual results yesterday.

06 November 2025 at 07:31 pm AEDT

Changing direction in the fog for Telefónica, as dividend sacrificed

2025 is a pivotal year for the Spanish operator. The question is, in which direction will it turn?

05 November 2025 at 08:16 pm AEDT

Simple question: how long do listed companies have to publish their results?

Listed companies publish their results "every quarter," as is often said. But are they really required to do so? And within what time frame? As is often the case on the stock market, the answer can be summed up in two words: it depends… Let's take a look at the periodic disclosure requirements in much of Europe.

05 November 2025 at 02:13 am AEDT

Palantir still defying the laws of gravity

Its critics, waiting for their big night, will have to become even more patient.

04 November 2025 at 09:58 pm AEDT

Amazon in steamroller mode

Exactly three years ago, when Amazon published its third-quarter results for fiscal year 2022, the term "artificial intelligence" was not mentioned once in its press release.

03 November 2025 at 09:31 pm AEDT

Shell shows surprising resilience

Shell's CEO clearly likes to play the contrarian card.

03 November 2025 at 07:14 pm AEDT

Another blockbuster year for Apple

The Cupertino-based company continues to deserve all the superlatives that usually characterize descriptions of it.

31 October 2025 at 10:13 pm AEDT

Mercedes-Benz's 9-month profit halved

Like its compatriots BMW and Volkswagen, the German car maker, which published its Q3 results this week, is facing a long dry spell with no oasis in sight.

31 October 2025 at 05:54 pm AEDT

Nokia: This time it's different

Earlier this week, Nvidia announced a $1bn investment in the Finnish telecom equipment manufacturer. The news reallly boosted the stock price, which otherwise would have remained stuck in a lamentable rut.

30 October 2025 at 09:59 pm AEDT

BNP still suffering from a severe stockmarket discount

It would be an understatement to say that France's leading bank-and Europe's second-largest-has not been getting good press lately, especially abroad.

30 October 2025 at 08:43 pm AEDT

Amundi still waiting in the wings

The European leader in asset management published its results for the first nine months of the year yesterday.

29 October 2025 at 09:27 pm AEDT