Thomas Barnet

Why Do Nearly All Chips Come from Taiwan?

A single company, located on an island barely larger than Belgium, manufactures the majority of the digital world's brains. It is a dominance that no one has yet been able to break.

02 June 2026 at 05:34 am AEST

MarketScreener Corporate Earnings Calendar: Week of June 1 to 5, 2026

02 June 2026 at 01:28 am AEST

French Analyst Ratings: UBS downgrades Biomerieux, Soitec remains in favor

While price targets are being raised for Soitec, UBS shifts its stance on Biomerieux and Goldman Sachs reviews the real estate sector.

01 June 2026 at 04:44 pm AEST

Weekly Earnings Calendar: Broadcom, Inditex and CrowdStrike in the Spotlight

Welcome to the corporate earnings calendar for the week of June 1 to 5, 2026. Key highlights this week include financial results from Hewlett Packard Enterprise, Palo Alto Networks, Inditex, Broadcom, Costco, CrowdStrike, Veeva Systems and Getlink. It's a busy week for financial news that investors won't want to miss!

30 May 2026 at 12:43 am AEST

French Analyst Ratings: Price Target Raised for Derichebourg, Cut for EssilorLuxottica

To wrap up the week, the focus is on EssilorLuxottica, Soitec, Derichebourg, and L'Oréal.

29 May 2026 at 06:31 pm AEST

MarketScreener Corporate Earnings Calendar: May 29, 2026

29 May 2026 at 01:41 am AEST

Will Mistral Compete with Dassault Systèmes at Airbus?

Intra-French competition is not without its drawbacks. Indeed, the announcement of a partnership between Airbus and Mistral AI sent Dassault Systèmes shares tumbling during trading. This knee-jerk reaction reflects a broader concern: the threat posed by AI to providers of industry-specific software solutions.

29 May 2026 at 12:32 am AEST

Will Mistral challenge Dassault Systèmes at Airbus?

Intra-French competition is not without its drawbacks. The announcement of a partnership between Airbus and Mistral AI sent Dassault Systèmes shares reeling during the trading session. This knee-jerk reaction reflects a broader concern: the threat posed by AI to providers of industry-specific software solutions.

28 May 2026 at 10:36 pm AEST

French Analyst Ratings: Berenberg upgrades L'Oréal to buy, price targets raised for STM

Berenberg has turned bullish on L'Oréal, arguing that while the group's growth is at a turning point, it should overcome short-term concerns and remains well-positioned in the global beauty market.

28 May 2026 at 04:51 pm AEST

MarketScreener Corporate Earnings Calendar: May 28, 2026

28 May 2026 at 01:53 am AEST

X-Fab whipsaws in volatile trading

Shares in Belgian semiconductor manufacturer X-Fab experienced an extraordinary session on Wednesday, marked by a 76% surge at its intraday peak, with the stock hitting 15.88 EUR. It has since retraced to 11.90 EUR, though it maintains an exceptional gain of 32%.

28 May 2026 at 01:16 am AEST

French Analyst Ratings: Citi swaps Vinci for Eiffage

Citi reviews French concessions players Vinci, Eiffage, and Getlink. Oddo adjusts its price targets for Bureau Veritas and Eurofins.

27 May 2026 at 04:37 pm AEST

MarketScreener Corporate Earnings Calendar: May 27, 2026

27 May 2026 at 01:37 am AEST

French Analyst Ratings: Oddo raises STMicro target, Morgan Stanley turns bullish on Air France

Morgan Stanley upgrades Air France to overweight, while Citi downgrades Elior. Price target adjustments also hit STM and Ubisoft.

26 May 2026 at 04:40 pm AEST

Weekly Earnings Calendar: Marvell, Soitec and Salesforce in the Spotlight

Welcome to the corporate earnings calendar for the week of May 25 to 29, 2026. Key highlights this week include reports from Salesforce, AutoZone, Costco, Dell Technologies, Royal Bank of Canada, and Snowflake. Stay informed on the performance of leading global companies!

25 May 2026 at 05:42 pm AEST

Analyst Ratings France: JP Morgan turns bearish on Arkema, HSBC raises Nexans target

JP Morgan has released a sector report on European chemicals, resulting in a downgrade for Arkema and a price target cut for Air Liquide.

22 May 2026 at 04:39 pm AEST

MarketScreener Corporate Earnings Calendar: May 22, 2026

22 May 2026 at 12:55 am AEST

French Analyst Views: Goldman Sachs Downgrades Eiffage, Price Targets Cut for Ubisoft and Elior

Earnings reports from Elior and Ubisoft, released yesterday evening, have prompted analysts to revise their price targets downward. In terms of ratings, Goldman Sachs has moved to the sidelines on Eiffage, while Oddo has turned bullish on Savencia.

21 May 2026 at 04:29 pm AEST

When I buy a CAC 40 ETF, does my money actually go to French companies?

It is a question many are hesitant to ask because it seems too basic. Yet, it touches upon something fundamental: when investing in an ETF tracking the CAC 40, does the capital truly end up with LVMH, TotalEnergies, or Sanofi? The short answer is no, but this is not unique to ETFs.

20 May 2026 at 10:08 pm AEST

French Analyst Ratings: Oddo adjusts target on Capgemini, new coverage for CIS

The slowdown in earnings releases is reflected in today's analyst notes. Portzamparc takes the opportunity to initiate coverage on CIS.

20 May 2026 at 04:59 pm AEST

French Analyst Ratings: Morgan Stanley Boosts Soitec

Semiconductors remain in the spotlight. Isère-based neighbors STMicroelectronics and Soitec are both benefiting from price target hikes.

19 May 2026 at 04:34 pm AEST