Thomas Barnet

Analysts' calls of the day: Bernstein favors Thales over BAE Systems and Dassault Aviation

Bernstein is reshuffling its defense picks, downgrading BAE Systems and Dassault Aviation in favor of Thales, which it raised to outperform. Eurofins, Valneva and Euronext are marked higher, unlike Teleperformance and Sanofi.

06 January 2026 at 06:19 pm AEDT

Tops / Flops Europe: Exail surges, TomTom maps it out, Munters runs out of steam

The abrupt return of geopolitical risk is jolting defense names awake, helped along by fresh contract wins. On the downside, it is the research shops that are calling the shots.

05 January 2026 at 09:18 pm AEDT

Analyst Calls of the Day: Lower Targets for Arkema and Legrand, Pandora Punished

Bernstein is highly bullish on ASML, with a €1300 target, and upgrades Pirelli to outperform, while Vestas and Johnson Matthey pick up buy calls. By contrast, Pandora takes a downgrade paired with a sharp target cut, and Morgan Stanley lowers its aim on several chemicals names, including Arkema and Lanxess.

05 January 2026 at 06:54 pm AEDT

Casino, Steelmakers, and Semiconductors Off to a Strong Start This Year

Casino (+16%) surges after an asset sale in Cameroon, while Munters (+9%) and semiconductor equipment makers benefit from robust AI-driven demand. The steel sector is also in demand following BNP Paribas target upgrades on Salzgitter (+6%) and its peers. Decliners are few and far between today.

02 January 2026 at 08:13 pm AEDT

Orsted launches legal offensive against Washington to save its wind project

Orsted is striking back. The Danish giant said on Friday it is formally challenging Washington's suspension of the Revolution Wind lease, its offshore wind joint venture. The aim is to secure a court injunction to restart the massive project, valued at $5 billion.

02 January 2026 at 07:39 pm AEDT

Renault Stands Out in a Contracting French Auto Market

In 2025, amid a shrinking French automotive market, Renault strengthened its position, driven by a refreshed lineup, a sharp commercial strategy, and a strong push towards electrification.

02 January 2026 at 07:07 pm AEDT

Orsted launches a legal offensive against Washington to save its wind project

Orsted is fighting back. The Danish giant said Friday it is formally challenging Washington's suspension of the Revolution Wind lease, its offshore wind joint venture. The goal is to secure a court injunction to restart this massive project, valued at $5bn.

02 January 2026 at 06:38 pm AEDT

Bernard Arnault sees himself leading LVMH for another 10 Years

During the Yale CEO Summit on December 17, 2025, Bernard Arnault made it clear to Sara Eisen (CNBC) that he had no plans for an immediate handover. When questioned about his succession, the 76-year-old CEO replied, "See you in ten years."

18 December 2025 at 08:15 pm AEDT

Bernard Arnault Sees Himself Leading LVMH for Another 10 Years

During the Yale CEO Summit on December 17, 2025, Bernard Arnault made it clear to Sara Eisen (CNBC) that he had no plans for an immediate handover. When questioned about his succession, the 76-year-old CEO replied, "See you in ten years."

18 December 2025 at 07:13 pm AEDT

DBV Technologies laughs, Euroapi cries

Today's stock market news is marked by a spectacular divide: biotech company DBV Technologies soars on promising clinical results, while Euroapi sinks after another warning. The defense sector is recovering amid geopolitical tensions.

17 December 2025 at 08:36 pm AEDT

Capgemini, Publicis, Mistral, Spotify… the US threatens the EU with retaliation

The Trump administration is raising the tone against the European Union, which it accuses of unfairly targeting American companies. Washington is considering restrictions on European groups in response to measures deemed "discriminatory" against tech giants.

17 December 2025 at 08:17 pm AEDT

At Ford, farewell to "all-electric" costs $19.5bn

It is reckoning time in Dearborn. The American automaker is making a drastic strategic pivot, abandoning "all-electric" in favor of hybrids, a move reflected in a colossal $19.5bn impairment. A return to pragmatism that Philippe Houchois (Jefferies) deems a necessary evil to stem losses in the electric division and secure margins, as the group raises its financial targets for 2025.

16 December 2025 at 07:32 pm AEDT

The Nasdaq wants 23-hour-a-day trading

Wall Street has decided that sleep is an unproductive activity. The Nasdaq is preparing to file with the SEC to radically reshape its opening hours, one of its senior executives told Reuters.

16 December 2025 at 06:49 pm AEDT

Earnings Calendar from December 15 to 19, 2025

Welcome to the earnings calendar for listed companies on the week of December 15 to 19, 2025. Today's key announcements include results from Lennar Corporation, Micron Technology, General Mills, Accenture, Nike, FedEx, and Carnival Corporation.

16 December 2025 at 01:26 am AEDT

The return of Google Glass weighs on EssilorLuxottica

In 2026 Alphabet, Google's parent company, plans to launch its first generation of smart glasses integrating Gemini AI, according to Bloomberg. The project marks its return to the burgeoning augmented reality and connected devices market.

09 December 2025 at 09:14 pm AEDT

To snatch Warner from Netflix, Paramount scoffs and tries to pull Trump onto its side

Paramount Skydance has filed a hostile bid of $108.4bn to acquire Warner Bros. Discovery, citing a lack of responsiveness from Warner Bros. This move marks a new milestone in the battle for control of one of Hollywood's largest studios.

09 December 2025 at 08:54 pm AEDT

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

09 December 2025 at 08:28 pm AEDT

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related stories.

08 December 2025 at 07:35 am AEDT

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

Dilutive financings continue to ravage the stockmarket. However, as the mechanism remains legal, they keep expanding. It is therefore occasionally necessary to remind small shareholders of the havoc they cause. Here are three very current illustrations - the last one won't surprise you.

05 December 2025 at 02:27 am AEDT

Anthropic accelerates toward Wall Street to edge OpenAI out

According to the Financial Times, the American AI startup has hired Wilson Sonsini to prepare its IPO, aiming to beat OpenAI and capture billions at a potential valuation of over $300bn.

03 December 2025 at 06:50 pm AEDT

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Welcome to the calendar of corporate releases for listed companies for the week of 1 to 5 December 2025. There are still some big names reporting as the season draws to a close: Salesforce and CrowdStrike in tech, and both Inditex (Zara) and Fast Retailing (Uniqlo) in fashion.

01 December 2025 at 07:38 pm AEDT