Thomas Barnet
Journalist
Luxury's grip on the CAC 40 wanes once again
The sharp decline in Hermès shares this morning serves as a stark reminder that the luxury sector is navigating a tricky period at present. In the equity markets, its influence within the CAC 40 has significantly diminished in recent years. Here is the breakdown of the figures.
15 April 2026 at 07:32 pm AEST
Luxury's grip on the CAC 40 wanes further
The sharp sell-off in Hermès shares this morning serves as a stark reminder that the luxury sector is navigating a challenging period. In equity markets, its influence over the CAC 40 has diminished significantly in recent years. Here is the breakdown by the numbers.
15 April 2026 at 05:43 pm AEST
Kalray, 2CRSi, Riber, Soitec, Semco... the winners of the AI bets
French investors are on the hunt for stocks poised to benefit, directly or indirectly, from the fallout of the artificial intelligence boom. Five companies have capitalized on this enthusiasm, some of them staging remarkable comebacks. Here are their brief profiles.
14 April 2026 at 05:56 pm AEST
Weekly Earnings Calendar: JPMorgan and Netflix in the US, LVMH and ASML in Europe,
Welcome to the corporate earnings calendar for the week of April 13 to 17, 2026. Key highlights this week include financial releases from Netflix, ASML, and Goldman Sachs, LVMH, JPMorgan Chase, Hermès, Netflix, ASML, and Goldman Sachs.
13 April 2026 at 05:08 pm AEST
French Analyst Ratings: Jefferies turns bullish on Rexel, TD Cowen raises Kering target
Jefferies upgraded Rexel to a positive stance this morning. "We see a favorable backdrop for Rexel through 2026, supported by significant pricing tailwinds, a recovery in certain industrial and construction markets, and another year of robust growth in the data center sector," the analyst explained. Elsewhere, Kempen upgraded Mercialys while downgrading Unibail.
09 April 2026 at 04:38 pm AEST
Why you can't afford to miss the market's biggest rallies
At the risk of stating the obvious, the stock market's best performing days do not occur during calm and comfortable periods. Instead, they most often emerge in the midst of the most anxiety-inducing environments.
09 April 2026 at 01:31 am AEST
Why banking, tourism and commodities stocks are soaring
This morning, MarketScreener noted in its daily column that following the ceasefire in the Middle East, "extreme arbitrage enthusiasts will likely be long on airlines and short on oil companies." However, many other sectors are also experiencing spectacular surges or big falls. Here's the breakdown of this.
08 April 2026 at 07:58 pm AEST
Why banking, tourism, and commodities are soaring on the stock market
This morning, in its daily column following the Middle East ceasefire, MarketScreener wrote: "extreme arbitrage enthusiasts will likely be long on airlines and short on oil majors." However, many other sectors are also experiencing spectacular surges or staggering collapses. Here is the breakdown.
08 April 2026 at 06:44 pm AEST
Danone reportedly eyeing Reckitt's Mead Johnson
Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group, although ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.
08 April 2026 at 03:59 pm AEST
Danone reportedly eyeing Mead Johnson (Reckitt)
Danone may finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French group but ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are currently underway.
08 April 2026 at 02:50 pm AEST
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