Challenges – Buy or sell EssilorLuxottica?

Alice Lhabouz, CEO and Founder of Trecento AM, explains why the valuation of the new group is high, and advises to wait until 2019 to have a clear vision of the strategy of the new group. “In a fragmented low-growth market, the merger with Luxottica makes sense in the long term. The synergies announced seem…

Challenges – Why Novartis is cutting off its swiss workforce?

Alice Lhabouz, CE and founder of Trecento AM, comments on Challenges news from the Swiss giant Novartis, and also the announcement of Varant Narasimhan, CEO of the company since February. “The group will focus on specialty pharma, personalized medicine and rare diseases with growth and higher margins, enough to reallocate capital and increase the (…)” Read…

Challenges – What’s happening on the stock market to semiconductor manufacturer STMicroelectronics?

Alice Lhabouz, President and Founder of Trecento AM, comments on Challenges the stock market performance of semiconductor manufacturer STMicroelectronics. “The growth in revenues and margins in the first quarter shows that the restructuring of STMicroelectronics is well underway.The company has offset the weakness of the business” smartphones “(and iPhone in particular) by a sustained activity…

Pharmaceuticals – Healthcare industry: a profitable sector

Christophe Pouchoy, Managing Director and General Manager, co-manager of the Trecento Santé fund, answered Pharmaceutical magazine’s questions about the growth and profitability of the pharmaceutical and biotech sector. He also explained the favorable impact for the US tax reform sector. “For big pharma, which has a significant turnover in the US market, the largest in…

Challenges – Voltarene, Nurofen, Doliprane… Why the labs are still running after these drugs

Challenges magazine interviewed Alice Lhabouz, President and Founder of Trecento AM, about the non-prescription drug (“OTC”) market and its recent mergers and acquisitions. “The catalysts for the growth of this market are mainly of a demographic nature: the continuous aging of the world population, the prolongation of the life span, especially in developed countries, (…)”…

L’Express – Impressions of the Consumer Electronics Show by Trecento AM

Trecento AM delivers, in the magazine Express, its impressions of the Consumer Electronics Show. The CES is the biggest event dedicated to technological innovations where the “French Tech” demonstrated its know-how. “Health is a promising theme, linked to demographic changes such as the aging of the population (which leads to increased needs for personal assistance services)…

La Tribune – Trecento AM, a growing company

“With 3-digit growth, Trecento AM is positioning itself for the second year in a row as the top growth champion. Focus on a company led by Alice Lhabouz, which lacks neither ambition nor talent.”   Read the article by clicking here (available in French only)