Dernières actus

Novonesis lifts 2026 outlook, shares surge 8.5% on earnings update
The Danish biosolutions firm raised its full-year organic growth target to 7%-8% and announced a €1 billion buyback program through 2029. Shares jumped 8.5% to $449.50 amid strong H1 sales and EBITDA growth.

Ex-Google engineer’s conviction for AI trade secrets theft partially overturned
A U.S. judge vacated seven economic espionage counts against Linwei Ding, citing insufficient evidence of intent to benefit China, while upholding his conviction on trade secrets theft. Sentencing set for September 1.

Allocation en or : l'étude recommande jusqu'à 20 % dans des portefeuilles diversifiés
Les recherches suggèrent une allocation de 9 % d'or et 11 % d silver pour les investisseurs suisses, passant à 25-30 % après déduction d'impôt, avec un rééquilibrage discipliné afin de gérer la volatilité.

BMO reshuffles international capital markets leadership amid global expansion
Richard Couzens to lead unified international capital markets unit, while Chris Taves prepares to retire in 2027. Restructuring follows BMO’s push into EMEA and Asia.

EverBank explores sale process after 2023 private-equity buyout
Digital lender with $47 billion in assets weighs strategic options including sale or IPO. Private-equity owners acquired it from TIAA in 2023.

Swiss stocks edge higher as Roche, Novartis offset losses; Logitech slides
SMI gains 0.1% as healthcare giants support index; Logitech drops 1.3% after JP Morgan downgrade. Oil holds near $92, gold dips as yields fall.

German DAX slips 0.34% in early trade as oil, yields weigh
European stocks opened lower Thursday as rising oil prices and bond yields pressured the DAX, while gains in Continental and Sartorius were offset by losses in Brenntag and Ströer.

LGT posts 17% profit rise in H1 2026 as assets under management hit record
Group net profit rose to 281.6 million francs as revenues climbed 5% to 1.49 billion francs, with net new money inflows reaching 12.3 billion francs. Managed assets surged 7% to a record 412.6 billion francs.

German imports from China surge 8.8% in H1 2026 as trade deficit widens
China remains Germany's top trade partner by turnover, but exports to Beijing fell 12.2% as Beijing's industrial policy fuels overcapacity. Total trade deficit with China jumps to €52.7bn.

Swiss equities edge higher as Roche, Novartis offset Logitech decline
SMI advances 0.1% on pharma strength; Centiel surges 18% after analyst upgrade. Oil holds near $92/bbl as geopolitical risks persist.

La banque de Liechtenstein Frick nomme un ancien dirigeant de Leonteq au sein de son conseil d'administration
Thomas Aebli rejoint le conseil de surveillance de Bank Frick pour renforcer l'expertise en produits structurés, dettes privées et plateformes d'investissement axées sur la technologie. Nomination effective au 1er août.

European stocks hit August lows as bond yields surge, central banks stay hawkish
Stoxx Europe 600 extends losing streak to seven sessions amid rising long-term yields and hawkish central bank signals. Novonesis leads gains after strong earnings.

Kid ASA posts 6.8% Q2 2026 revenue rise, margin expansion
Norwegian home furnishings retailer Kid ASA reported second-quarter 2026 revenue of NOK 914.8 million, up 6.8% year-over-year, with gross margin expanding to 63.2% and EBITDA rising 15.2%.

FTSE 100 edges lower as Middle East tensions lift oil prices
London’s blue-chip index slipped 0.03% as Brent crude surged 2.4% amid U.S.-Iran standoff over the Strait of Hormuz. Anglo American and JD Sports led sector declines.

Swiss SMI rebounds into positive territory after midday losses
The SMI turned positive by 0.15% after trading lower all day, with Roche and Novartis narrowing declines. Brent crude held above $93 a barrel amid Middle East tensions.

U.S. Manufacturing PMI drops to 53.2, undershooting forecasts
Factory activity expansion slows as ISM reading falls short of 54.0 estimate, signaling softer industrial momentum. Dollar sentiment turns cautious.

Les stocks de pétrole brut aux États-Unis augmentent de 4,4 millions de barils, selon les données de l'EIA
Les stocks commerciaux atteignent leur moyenne de cinq ans alors que les stocks de gazolinne ont augmenté. Les contrats à terme du WTI et du Brent augmentent légèrement pendant la journée.

Diesel cracks surge above $100/bbl as supply tightens sharply
Record-high diesel crack spreads signal a physical market far tighter than Brent futures suggest, with Middle East and Russian exports down over 50% amid regional conflicts.

Gold prices rise above $4,580 on technical breakout; targets $4,626
Technical analysis suggests gold could test $4,626 after breaking above key resistance levels, with macro factors including lower yields and geopolitical risks supporting gains.

German DAX seen little changed as energy costs, yields weigh
Outlook for Frankfurt stocks points to muted trading as higher oil prices and rising bond yields offset regional tech rebounds. Sartorius gains on UBS upgrade.

Mayr-Melnhof raises profit target to over €330 mln by 2027
Austrian packaging group lifts full-year guidance after strong H1 2026 earnings and Fit-For-Future program delivery. Shares trade near €80.80.
BMO initiates coverage of semiconductor stocks with top picks
The bank has launched research coverage of chip sector equities, highlighting favored names for investors.

Wheat buyers shift sourcing as Black Sea attacks tighten supply
Chicago futures surge 17% since July as Asian buyers seek alternatives to Black Sea wheat disrupted by Ukrainian port strikes. Egypt and Indonesia among nations scrambling to secure cargoes.

Oil prices hold near multi-week highs on Middle East supply risks
Brent and WTI futures rise modestly as geopolitical tensions in the Strait of Hormuz threaten crude flows. Market watchers see limited downside amid tight supply dynamics.

