All articles tagged with #european companies
Originally Published 7 months ago — by The New York Times
European companies operating in China are facing increasing difficulties due to weak economic demand and opaque government regulations, leading to declining market share and operational challenges, despite China's strong export performance.
Originally Published 1 year ago — by MarketWatch
A grouping of European stocks known as GRANOLAS, coined by Goldman Sachs, has kept up with the highflying tech giants, the Magnificent Seven, with a 63% return and lower volatility since January 2021. These stocks, including GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, AstraZeneca, SAP, and Sanofi, trade at 20 times earnings versus 30 for the Magnificent Seven and offer strong and predictable growth. Despite their success, Goldman has not created a fund for trading on this theme, requiring investors to buy each stock individually.
Originally Published 2 years ago — by MarketWatch
Money managers discuss methods for selecting quality companies, while some investors prefer individual stock selection for diversification. Ned Davis Research identified 31 "wonderful European companies at a fair price" based on consistent returns on assets and earnings yields. Ten of these companies are expected to show a two-year EPS CAGR of more than 8% through 2025, including Davide Campari-Milano NV, Sartorius Stedim Biotech SA, and ASML Holding NV. Investors should conduct their own research before making investment decisions.
Originally Published 2 years ago — by Financial Times
US and European companies are rushing to issue debt before upcoming rate decisions, taking advantage of the current market conditions. With expectations of interest rate hikes, companies are eager to secure financing at lower rates before borrowing costs potentially increase. This trend reflects the cautious approach of businesses in anticipation of potential changes in monetary policy.
Originally Published 2 years ago — by SpaceNews
The European Space Agency (ESA) and three European satellite manufacturers, Airbus Defence and Space, OHB and Thales Alenia Space, have announced plans to develop a "Zero Debris Charter" to prevent the creation of new debris, particularly in low Earth orbit. The charter will include "ambitious and meaningful targets to be achieved by 2030" and will be nonbinding, but advocates hope it could be incorporated into future regulations. The goal is that, by 2030, those who agree to abide by the charter will deorbit their satellites at the end of their lives or contract with companies that provide active debris removal services to deorbit them.
Originally Published 2 years ago — by The Wall Street Journal
International investors are betting on China's economic recovery but avoiding Chinese stocks due to high geopolitical tensions between Beijing and Washington. Instead, they are investing in European, American, and Japanese companies such as LVMH Moët Hennessy Louis Vuitton, as it is unpalatable for some international money managers to invest in Chinese companies.