ATOS RECENT UPDATES Atos announced its results this year will be lower than expected. Margins and operating profits are expected to...

MCPHY RECENT UPDATES 03/02/21 : BlackRock declared that it had exceeded the thresholds of 5% of the capital and voting rights of McPhy ...

EURAZEO RECENT UPDATES • 11/03/21: Eurazeo presented an all-time high NAV of €85.4 in FY20, a +21% increase since June 2020. The...

STMicroelectronics RECENT UPDATES • At end of Q4 2020, STMicroelectronics and the company Advantest Corporation announced to investors...

BEYOND MEAT RECENT UPDATES • Q320 results: Beyond Meat have missed EPS Refinitiv consensus (-$0.28 reported vs $0.05 estimated) and net...

Investment thesis In August 27th, 2020, we suggested a hold recommendation for Walmart stock, with a 12-month target price of $139.9 vs...

UBISOFT’S RECENT UPDATES • F2Q21 revenues of €345mn have beaten FactSet consensus by +12%, driven by strong support across its portfolio...

Heineken’s recent updates •Q3 results: Heineken NV results showed more resilience than expected. Organic consolidated beer volume...

Inditex’s recent updates • Q2 results: Inditex has beaten almost the analyst consensus, demonstrating strong resilience due to online...

Alexis Bernet & Paul Guérin alexis.bernet@hec.edu 04-Sept-2020 Pernod Ricard’s recent updates · Q4 results: Pernod Ricard FY20 results...

Alexis Bernet & Paul Guérin alexis.bernet@hec.edu 27-Aug-2020 Walmart’s recent updates · Q2 results: Walmart has beaten Bloomberg...