Inditex:  Irresitible Inditex

INDITEX : Irresitible Inditex

OPINION CHANGECHANGE IN OPINIONReduce vs SellCHANGE IN TARGET PRICE€ 44.9 vs 34.5 +30.2%We have been over cautious on the stock given the macroeconomic environment and the lingering geopolitical...
March 18, 2024 at 09:46 am EDT
Nvidia launches an AI woodstock

Nvidia launches an AI woodstock

On the week's agenda, amidst central bank decisions, investors have pinpointed an event that, before the artificial intelligence boom, would have federated only a microcosm. The Nvidia GTC conference,...
Our Logo March 18, 2024 at 09:41 am EDT
Deliveroo takes a new stance

Deliveroo takes a new stance

Deliveroo lacks the financial capacity of Uber Eats, whose development is subsidized by profits from the American group's cab business.
Our Logo March 18, 2024 at 05:59 am EDT
Pool Corporation:  Quality comes at a high price

Pool Corporation: Quality comes at a high price

Pool is the largest listed company in the pool industry. Its exceptional track record since its IPO nearly 30 years ago is worthy of our attention here.
Our Logo March 15, 2024 at 06:22 am EDT
Smartsheet Inc. :  Making work easier

Smartsheet Inc. : Making work easier

Founded in 2005 with the idea of building software platform for managing work that doesn’t require coding capabilities, Smartsheet is today one of the leading companies in the Collaborative Work...
Our Logo March 15, 2024 at 12:24 am EDT
Zalando SE:  Exuberant promises

Zalando SE: Exuberant promises

Yesterday, the European specialist in online ready-to-wear published financial results that were well received by the market.
Our Logo March 14, 2024 at 12:51 pm EDT
Behind the numbers - $98 billion - the dividends paid by Aramco in 2023

Behind the numbers - $98 billion - the dividends paid by Aramco in 2023

$97.8 billion, that's the amount of dividends paid by Saudi company Aramco to its shareholders for the 2023 financial year. This represents an increase of over 30% for the oil company, even though its...
Our Logo March 13, 2024 at 05:00 am EDT
Boeing's strong headwinds

Boeing's strong headwinds

The two 737MAX crashes in 2018 and 2019, followed by the group's tendentious behavior - uncooperative with investigators, leading to the opening of a criminal investigation by the US Department of...
Our Logo March 12, 2024 at 12:04 pm EDT
Clear Secure, Inc. :  Quick ID verification

Clear Secure, Inc. : Quick ID verification

Clear Secure offer’s biometric identity verification services, primarily aimed at simplifying the airport security process. With CLEAR, users can swiftly verify their identity using eye scans or...
Our Logo March 12, 2024 at 01:01 am EDT
Idexx Laboratories:  Superior growth prospects

Idexx Laboratories: Superior growth prospects

Don't be fooled by the puppies and kittens in the illustration, IDEXX Laboratories means serious business. It deployed a formidable model. A specialist in animal health, the company charms investors...
Our Logo March 11, 2024 at 01:18 pm EDT
China Vanke under scrutiny

China Vanke under scrutiny

China has urged state-owned banks to step up their financial support for property developer China Vanke and invited creditors to consider extending private debt maturities. According to those in the...
Our Logo March 11, 2024 at 10:26 am EDT
DexCom is still in the running

DexCom is still in the running

Dexcom, based in San Diego, California, is a leading designer, manufacturer and distributor of continuous glucose monitoring systems for people with diabetes and healthcare professionals. Dexcom's...
Our Logo March 07, 2024 at 04:49 am EST
Samsonite International S.A.:  Possible arbitrage opportunity

Samsonite International S.A.: Possible arbitrage opportunity

Depressed and abandoned by international investors since the Beijing coup, the Hong Kong market has become a hunting ground for private equity players.
Our Logo March 07, 2024 at 04:46 am EST
Bayer AG:  Not out of the woods yet

Bayer AG: Not out of the woods yet

Will Bayer's descent into hell ever end?
Our Logo March 06, 2024 at 10:46 am EST
$6.5 billion:  Reddit's IPO valuation target

$6.5 billion: Reddit's IPO valuation target

About 6 to 6.5 billion dollars, that's the valuation Reddit is targeting for its imminent IPO, under the ticker RDDT, i.e. between 31 and 34 dollars per share. Let's take a look at the key figures and...
Our Logo March 06, 2024 at 04:14 am EST
Tesla goes off script

Tesla goes off script

Tesla shares plunged more than 7% on Wall Street yesterday, following poor sales figures in China. The group had its worst month since the end of 2022. Fierce competition in the field of electric...
Our Logo March 05, 2024 at 06:10 am EST
The market loses patience with Saint-Gobain

The market loses patience with Saint-Gobain

The financial results of the world leader in building materials, published yesterday, are always eagerly awaited by investors, who use it to take the pulse of the economy.
Our Logo March 01, 2024 at 10:37 am EST
New York Community Bancorp:  New carnage in sight

New York Community Bancorp: New carnage in sight

Things are getting tougher for New York Community Bancorp. The regional bank fell sharply at the beginning of the year, but seemed to have contained the fire. However, the bank just announced the...
Our Logo March 01, 2024 at 10:31 am EST
Snowflake Inc:  Good and bad sides of the trade

Snowflake Inc: Good and bad sides of the trade

The market greeted the annual results of the star of the fashionable SaaS and cloud sector with disappointment.
Our Logo March 01, 2024 at 05:25 am EST
Affirm Holdings, Inc:  Lending and deja vu

Affirm Holdings, Inc: Lending and deja vu

Sub-prime lending still has a bright future ahead of it, even when it's granted at usurious rates.
Our Logo February 29, 2024 at 05:18 am EST