Thomas Barnet

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

Why the bond market terrifies everyone when inflation wakes up

There is a curious paradox in financial media coverage. Equities grab the headlines and cryptocurrencies generate the buzz, but it is the bond market that truly strikes fear into central bankers, finance ministers and professional asset managers alike. It's a market that most retail investors blissfully ignore, even though it dictates much of their daily economic lives.

18 May 2026 at 11:27 pm AEST

Why the Bond Market Terrifies Everyone When Inflation Wakes Up

There is a curious paradox in financial media coverage. Equities grab the headlines and cryptocurrencies generate the buzz, but it is the bond market that truly frightens central bankers, finance ministers, and professional fund managers. It is a market that most retail investors blissfully ignore, even though it dictates a significant portion of their daily economic lives.

18 May 2026 at 07:07 pm AEST

French Analyst Ratings: Price Targets Raised for Vallourec, Teleperformance, and Eutelsat

To kick off the week, analysts are lifting their price targets on several investor favorites. Publicis also sees a valuation upgrade from Citi following its major U.S. acquisition.

18 May 2026 at 04:29 pm AEST

Weekly Earnings Calendar: Focus on Nvidia and Walmart

Welcome to the corporate earnings calendar for the week of May 18 to 22, 2026. Key highlights this week include financial results from NVIDIA, Walmart, Ryanair, The Home Depot and Generali.

16 May 2026 at 12:55 am AEST

French Analyst Ratings: Morgan Stanley sets EUR 540 target for LVMH

Activity remains subdued on French equities following the public holiday. Morgan Stanley maintains its rating on LVMH while slightly trimming its price target.

15 May 2026 at 04:51 pm AEST

LVMH finishes with Marc Jacobs

The French luxury conglomerate is divesting the brand to WHP Global and G-III Apparel Group for a reported, although unconfirmed, sum of $850m.

15 May 2026 at 04:26 pm AEST

LVMH turns the page on Marc Jacobs

The French conglomerate is divesting the brand to WHP Global and G-III Apparel Group for a reported, though unconfirmed, sum of 850 million dollars.

15 May 2026 at 02:39 pm AEST

Ten Chinese firms reportedly cleared for Nvidia H200 chips

The United States has authorized approximately ten Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to procure Nvidia's H200 chips. However, no deliveries have yet been made, despite clearance also being granted to distributors such as Lenovo and Foxconn, according to information obtained by Reuters from multiple sources.

14 May 2026 at 05:20 pm AEST

10 Chinese companies reportedly cleared for Nvidia H200 chips

The United States has authorized about 10 Chinese companies, including Alibaba, Tencent, ByteDance and JD.com, to buy Nvidia's H200 chips. But no shipments have taken place yet, despite approval also granted to distributors such as Lenovo and Foxconn, according to information Reuters obtained from multiple sources.

14 May 2026 at 04:56 pm AEST

Xpeng seeks European factory in partnership with Volkswagen (FT)

The Chinese automaker is in discussions with Volkswagen to establish a manufacturing presence in Europe, according to the Financial Times. This strategic move comes as the company navigates an increasingly stringent regulatory environment.

14 May 2026 at 04:49 pm AEST

Airbus reportedly eyeing stake in Quantum Systems

Airbus and Blackstone are considering investing in German drone startup Quantum Systems, according to Bloomberg. The company could be valued at 7 billion euros.

14 May 2026 at 04:45 pm AEST

French Analyst Ratings: Price targets raised for Vallourec and SES, lowered for Stellantis and Thales

Several rating changes are of note this morning. Bernstein has adjusted its targets upward for Dassault Aviation and downward for Thales. Satellite operators are gaining favor, while Stellantis continues to face headwinds.

14 May 2026 at 04:32 pm AEST

TotalEnergies, QatarEnergy and ConocoPhillips Evaluate Offshore Project in Syria

TotalEnergies, QatarEnergy and ConocoPhillips have signed an agreement with the Syrian Petroleum Company to launch a technical study on offshore Block 3, located off the coast of Latakia, Syria. This MoU establishes a framework for discussions regarding potential commercial exploration. The initiative aligns with the new Syrian government's strategy to attract foreign investment into an energy sector severely weakened by years of civil war and international sanctions.

13 May 2026 at 04:47 pm AEST