Kevin Smith

The Liberty SiriusXM Group : John Malone's uppercuts and prophecies

In his traditional interview with journalist David Faber at the end of his group's annual general meeting, the famous media magnate delivered an unexpected uppercut to Patrick Drahi.

November 20, 2023 at 09:38 am EST

Bayer AG : A difficult Sunday

The group's market capitalization fell by 15% at the opening of trading this morning, hit by the resounding failure of clinical trials for its new anticoagulant, coupled with a new legal condemnation linked to the side effects of glyphosate.

November 20, 2023 at 05:47 am EST

Dolby Laboratories, Inc. : Dubious management

The specialist in sound processing technologies published its annual results yesterday.

November 17, 2023 at 04:44 am EST

Palo Alto Networks, Inc. : Overheated valuation

The cybersecurity specialist published its quarterly results yesterday.

November 16, 2023 at 05:47 am EST

Nvidia slips through Washington's net

The restrictions imposed by the United States on China have given rise to a game of "cat and mouse" between the American authorities and semiconductor giants, foremost among them Nvidia. China's state-run press has seized on the subject to castigate Washington, arguing that this policy will be counterproductive and accelerate Beijing's catch-up in this highly strategic sector.

November 13, 2023 at 10:03 am EST

Uber Technologies, Inc. : The next target for activist investors?

The pioneer of new urban mobility published its quarterly results yesterday.

November 08, 2023 at 10:47 am EST

Estee Lauder : Two different styles

Last week, the world's number two beauty products company published quarterly results that were poorly received by the market.

November 07, 2023 at 04:49 am EST

Charter Communications plays with fire

It's a constant in the financial markets that a strategy that delivered excellent results yesterday is likely to produce exactly the opposite effect the next day.

October 31, 2023 at 11:27 am EDT

Harley-Davidson, Inc. : Return to a technical low

Yesterday, the iconic American brand published its quarterly results.

October 27, 2023 at 10:08 am EDT

Kering : Best opportunity in luxury?

François Pinault's luxury goods group posted disappointing quarterly results, with sales down 13% on the same period last year. However, sales for the first nine months of the year were only 3% down on the same period last year.

October 25, 2023 at 11:26 am EDT

TFI International Inc. continues to aggressively pursue external growth

Signs of economic contraction are multiplying in North America.

October 24, 2023 at 11:14 am EDT

ERICSSON : Another disappointment

For its shareholders, the telecom equipment manufacturer has been one disappointment after another.

October 19, 2023 at 10:18 am EDT

PayPal Holdings, Inc. : Undermined by fierce competition

The online payments giant's stock market valuation has plummeted by 80% since its pandemic highs.

October 17, 2023 at 10:29 am EDT

BlackRock, Inc. : Elephant hunt

Asset management titan records first outflows since pandemic.

October 17, 2023 at 04:58 am EDT

Wells Fargo & Company : Providential timing

There is a notable difference in strategy between Wells and JPMorgan: while Wells is capitalizing on its providential net interest margin, JPMorgan is playing it safe and cutting back.

October 16, 2023 at 07:56 am EDT

Novo Nordisk knocks out Fresenius, DaVita and Baxter

Novo Nordisk has obtained solid preliminary results with Ozempic in a study on the treatment of renal failure. Enough to bring the study to a premature halt. The Danish healthcare star gained over 3% in the wake of the announcement, which in turn put dialysis specialists under pressure.

October 11, 2023 at 10:23 am EDT

Philips NV : The sleep apnea case makes a brutal comeback

Philips is not done yet with the issues linked to defective respirators sold in the United States. The Dutch group's shares fell by 9% in the morning of the last trading session of the week, after the U.S. Food and Drug Administration (FDA) said it was still not satisfied with the company's handling of the major recall of respirators implicated as potentially carcinogenic.

October 06, 2023 at 05:20 am EDT

Acuity Brands, Inc. : New signal of a turnaround in the construction cycle

The North American leader in lighting technologies released its annual results this morning.

October 04, 2023 at 10:14 am EDT

Cal-Maine Foods, Inc. : A candidate for a short sale?

The Mississippi-based fresh egg producer will publish its results for the first quarter of fiscal year 2024 today.

October 03, 2023 at 10:05 am EDT

Birkenstock shares sold between 44 and 49 dollars

The German sandal brand is to float on Wall Street at a per-share price between 44 and 49 dollars, it announced in its IPO prospectus. The group's valuation should therefore be around 9.2 billion dollars.

October 02, 2023 at 10:35 am EDT

Nike, Inc. : New strategy, massive share buybacks

The sportswear brand published its quarterly results yesterday.

September 29, 2023 at 09:37 am EDT