Kevin Smith

Keurig Dr Pepper is playing with fire

The beverage group, which owns the Dr Pepper, 7UP, Canada Dry, A&W, Snapple, and Green Mountain brands, amongst others, published its 9m results yesterday.

28 October 2025 at 07:48 pm AEDT

Have we reached the peak of a new speculative bubble?

There is broad consensus on this view. It is indeed true that valuations are generally high, particularly amongst large caps, and even more so for technology players buoyed by the AI craze; and that the public's speculative appetite for assets of "dubious" quality - meme stocks, cryptocurrencies, etc. - remains at fever pitch.

28 October 2025 at 12:53 am AEDT

Saab now stratospheric

The Swedish defense group's share price has skyrocketed.

25 October 2025 at 12:50 am AEDT

Philip Morris remains one step ahead

A year and a half ago, the cigarette manufacturer broke with a long decade of stock market stagnation.

24 October 2025 at 09:22 pm AEDT

Strong results for UniCredit

The Italian banking group, which yesterday published its Q3 results, has also recorded the best nine-month period in its history.

24 October 2025 at 12:36 am AEDT

Chubb's results again impress

The theme of the moment is records. The major American insurer, which published its Q3 results yesterday, posted record operating profits thanks to strong performance in both property and casualty and life insurance.

23 October 2025 at 08:44 pm AEDT

The trillion-dollar question at Tesla

The beginnings of a rebellion by Tesla shareholders against the spectacular compensation package requested by Elon Musk did not prevent the stock from reaching a new market high.

21 October 2025 at 09:27 pm AEDT

ASML retains investor support despite uncertainties

It's difficult to know how to interpret ASML's nine-month results.

20 October 2025 at 09:12 pm AEDT

BNP Paribas again in the midst of legal turmoil in the US?

BNP Paribas shares fell 7.5% to EUR69 on the Paris Stock Exchange on Monday morning, probably after being caught up in the verdict of a US court concerning its involvement in the genocide in Sudan. This case could have a ripple effect, even though the bank believes it has strong arguments to appeal against this.

20 October 2025 at 08:47 pm AEDT

Tomra Systems disappoints investors

Understandably, the market capitalization of the European leader in circular economy technologies has taken a hit.

20 October 2025 at 07:51 pm AEDT

A glimmer of hope in the US road transport sector

J.B. Hunt, the country's third-largest trucking company in terms of truck count and fourth-largest in terms of revenue, saw its stock price soar today.

18 October 2025 at 01:01 am AEDT

Boston Beer at a crossroads

Like the wine industry, has the beer sector definitively entered a phase of structural decline?

18 October 2025 at 12:53 am AEDT

ASML retains investor support despite uncertainties

It is difficult to know what to make of the group's 9m results.

17 October 2025 at 01:38 am AEDT

Who will stop BlackRock?

Indeed, it won't be the third quarter of the year, which saw the New York-based giant's assets under management reach a record $13.463 trillion.

16 October 2025 at 07:44 pm AEDT

Publicis: reaping the rewards of its strategy

Now the world leader in advertising, the French group is defying the current difficult economic climate and posting impressive organic growth for the first nine months of the year.

15 October 2025 at 06:31 pm AEDT

Richelieu Hardware is back on track

After eighteen months of declines caused by the fallout from the pandemic and a crippled construction sector, the Montreal-based hardware distributor is set to return to organic growth in 2025.

13 October 2025 at 08:27 pm AEDT

Another slowdown at Porsche

The manufacturer delivered 212,509 vehicles in the first nine months of the year, compared with 226,026 in the same period last year.

13 October 2025 at 06:31 pm AEDT

Unprecedented value destruction at Canadian operator Telus

Ten years of stockmarket underperformance for the Canadian telecom operator, which is currently valued at historic lows.

10 October 2025 at 01:28 am AEDT

Growth prospects still wide open for MercadoLibre

The "South American Amazon" is the continent's largest company, as well as one of the world's top five e-commerce players.

09 October 2025 at 09:00 pm AEDT

Saudi Aramco back to the "Covid trading floors" again

This is a historic low for Saudi Aramco's share price, which is now trading at the same level as during the peak of the pandemic panic in spring 2020.

08 October 2025 at 09:35 pm AEDT

Constellation Brands finally caught up by sector crisis

Still the favorite of investors in a struggling sector, the brewer of Modelo and Corona-which published its interim results on Monday-has nevertheless begun to fall from its pedestal.

08 October 2025 at 07:03 pm AEDT