Sebastien Foll

UBS raises a glass for Campari and Heineken amongst beverage stocks

UBS analysts offered a mixed assessment of the European beverage sector on Thursday, saying that consumption remained under pressure, while investor interest also appeared to be returning.

October 08, 2026 at 06:40 pm

Carl Zeiss strengthens position in automotive holography with acquisition in Scotland

Carl Zeiss announced Thursday that it had signed an agreement to acquire Ceres Holographics, a Scottish company specializing in holographic technologies, in order to strengthen its industrial production capabilities for windshield displays.

October 08, 2026 at 05:08 pm

AB InBev outperforms in Brussels, as RBC still very bullish

AB InBev shares are outperforming the BEL 20 index and the European consumer sector Thursday morning, benefiting from a price-target increase by RBC, which continues to rate the stock Buy.

October 08, 2026 at 05:07 pm

China's Anta officially becomes Puma's largest shareholder

China's Anta Sports announced on Thursday that it had acquired a 29.06% stake in Puma, hence becoming the German sporting goods maker's largest shareholder.

October 08, 2026 at 05:05 pm

Richemont hit as Jefferies cuts target price

Richemont shares are the biggest faller in the SMI index on Thursday morning on the Zurich Stock Exchange after Jefferies cut its target price for the stock from 220 to 200 Swiss francs.

October 08, 2026 at 05:05 pm

Still Ultra-Bullish on US Tech, Dan Ives Launches Sector Coverage for Yorkville

Dan Ives, one of Wall Street's most prominent analysts, began covering the US technology sector on Wednesday for his new firm, Yorkville Ives, continuing to argue that the sector is experiencing a genuine "golden age" thanks to the revolution driven by AI.

October 07, 2026 at 09:55 pm

Moët Hennessy (LVMH) to hunt down wine defects with AI

Moët Hennessy, LVMH's wine and spirits division, announced Wednesday a partnership with US semiconductor designer Analog Devices to use AI to predict quality risks in wine production.

October 07, 2026 at 05:36 pm

Citi appoints former Morgan Stanley executive as head of research

Citi officially announced Wednesday the appointment of Michael Zezas, a former Morgan Stanley executive, as its new head of economic research, a position that had until now been held on an interim basis by Rob Rowe.

October 07, 2026 at 03:52 pm

Dutch state to further reduce its stake in ABN Amro

ABN Amro shares fell on Wednesday after the bank said the Dutch government intends to nearly halve its stake as part of the fifth sell-down program launched since the banking group's initial public offering in 2015.

October 07, 2026 at 01:43 pm

Morgan Stanley praises Amundi's inflows and raises its price target

Morgan Stanley on Wednesday raised its price target on Amundi stock from €96.40 to €98.60, implying upside of more than 11% from current levels.

October 07, 2026 at 01:18 pm

Nike is giving in, Berenberg warns

Berenberg on Tuesday downgraded Nike shares from "hold" to "sell", cutting its TP from $49 to $27.5, saying that the US group now appears to have resigned itself to the deterioration of its position in the athletic footwear and apparel market.

October 06, 2026 at 09:47 pm

Zegna still shining, as HSBC initiates coverage with a Buy rating

Ermenegildo Zegna shares were up on Tuesday on the New York Stock Exchange after HSBC analysts initiated coverage of the stock with a Buy rating and a $16 target price.

October 06, 2026 at 09:20 pm

AMD hits new highs, boosted by Citi optimism

AMD shares hit new all-time highs on the New York Stock Exchange on Tuesday after a favorable note from Citigroup, with the bank's analysts saying the California-based group will be one of the main beneficiaries of the microprocessor revival linked to the emergence of agentic AI.

October 06, 2026 at 07:32 pm

French budget deficit widens as interest rates rise

France's budget deficit widened at the end of August, notably due to an increase in debt-servicing costs linked to higher interest rates, according to data released Tuesday by the Budget Ministry.

October 06, 2026 at 04:58 pm

Le Slip Français extends its rebound after reassuring sales figures

Le Slip Français outperformed the Paris stock market on Tuesday morning after reporting nine-month sales figures viewed as reassuring, particularly given the difficult environment currently affecting the consumer sector.

October 06, 2026 at 01:16 pm

Dow's laggard, Nike disappoints again with sales and guidance

Nike reported better-than-expected earnings for its Q1 ended August 31 on Thursday evening, although its sales fell short of consensus, the first miss in nearly two years, prompting a sharp sell-off by investors on Wall Street on Friday.

October 02, 2026 at 08:20 pm

HSBC cuts target on Gucci, but still recommends buying

HSBC said Friday that it had cut its price target on Kering from €305 to €300 following a conference call held the previous day by the owner of the Gucci brand.

October 02, 2026 at 05:34 pm

Carlsberg advances Indian subsidiary IPO project

Carlsberg confirmed on Friday that India's securities authorities had conditionally approved plans for the initial public offering (IPO) of its subsidiary in the country.

October 02, 2026 at 04:07 pm

Hermès still caught in analysts' crossfire

Hermès posted a third straight session of sharp declines Thursday on the Paris stock market, extending an unfavorable streak that is once again bringing the stock within sight of its lowest levels since October 2022, as analysts continue to scale back their ambitions for the Paris-based luxury house.

October 01, 2026 at 05:40 pm

MBWS extends its losing streak, Oddo BHF takes a more measured view

Marie Brizard Wine & Spirits shares continued to move lower Thursday morning after Oddo BHF analysts cut their price target from €2.80 to €2.60 while reiterating their neutral rating. Around 12:00 p.m., the stock was down 0.4% at €2.63, while the Paris market was down 1.2%.

October 01, 2026 at 02:42 pm

Citi joins the move and lowers its target on Hermes

Citi on Wednesday cut its price target on Hermes from €1,689 to €1,540, a decision the US bank justified in particular by the continued weakness in demand in China, while maintaining its "neutral" rating on the stock.

September 30, 2026 at 07:01 pm