Market Analysis : Equities
Molson Coors once again undervalued on stockmarket
The brewer is coming to the end of a period of no growth since the acquisition of SAB Miller's North American operations, which was completed at the end of 2016.
June 17, 2025 at 01:27 pm
Lennar returns to attractive valuation multiples
The homebuilder is weathering the current difficult economic climate better than expected.
June 17, 2025 at 01:21 pm
United Therapeutics delivers 18th consecutive quarter of topline growth
United Therapeutics reported its Q1 25 results on April 30, 2025, posting its 18th consecutive quarter of y/y revenue growth. Total revenue increased 17% y/y to $794m, primarily driven by a 25% rise...
June 17, 2025 at 11:16 am
Amphenol's Q1 25 results boost share price and analyst’s targets
Amphenol Corporation released its Q1 25 results on April 23, 2025, including a remarkable 47.7% y/y increase in revenue to $4,811m. Operating income surged 49.7% y/y to $1,024.8m, with margins...
June 17, 2025 at 11:08 am
Starbucks wants to break with five years of stagnation on the stockmarket
Under pressure in China, where it has lost half of its market share in five years, Starbucks is now considering bringing in a co-shareholder and handing over management of its operations to refocus on...
June 17, 2025 at 09:53 am
Eaton Corporation plc : Bet on the energy transition
Founded in 1911, Eaton has grown from a truck axle manufacturer into a diversified global power management company serving customers in over 170 countries with 92K+ employees. Over the decades, the...
June 16, 2025 at 02:56 pm
Comfort Systems: Stock surges after repurchase program increased
Comfort Systems’ Board of Directors announced on May 22, 2025, to increase the shares authorized and remaining as available to buy back up to 1,000,000 shares by authorizing the company to acquire...
June 16, 2025 at 11:15 am
Garmin exceeds analysts' estimates for seven straight quarters
Garmin released its Q1 25 results on April 30, 2025, with revenue up 11% y/y, reaching $1,535m, driven by strong demand for advanced wearables. Operating income rose by 12% to $333m, with a margin of...
June 16, 2025 at 11:06 am
Rosneft, Putin's cash machine that's defying sanctions
Despite the sanctions imposed on it, the Russian oil giant's business is still going strong.
June 16, 2025 at 09:28 am
Has Adobe aimed too high?
At the risk of repeating ourselves like a record stuck in the same groove, MarketScreener insists that not all share buyback announcements are created equal.
June 16, 2025 at 09:13 am
Luca de Meo from Renault to Kering: the job switch of the year?
The automotive industry is losing a competent leader. The luxury sector, meanwhile, is gaining a manager. Luca de Meo, the man who got Renault back on track and brought the R5 out of the mothballs, is...
June 16, 2025 at 08:38 am
Broadcom: A Strategic Move to AI Leadership
After a Q2 that could be described as transitional, Broadcom has unveiled its new Tomahawk 6 chip. This gives us food for thought about the place this discreet giant occupies and its trajectory for...
June 13, 2025 at 03:52 pm
Universal Health posts decent top-line performance in Q1 25
Universal Health released its Q1 25 results on April 28, 2025, reporting a decent rise of 6.7% y/y in net revenues to US$4.1bn. Adjusted net attributable profit increased to US$319.5m or US$4.8 per...
June 13, 2025 at 11:51 am
Nova's streak: Eight quarters of exceeding analysts' expectations
Nova released its Q1 25 results on May 8, 2025, reporting a 50.5% y/y increase in revenue, reaching US$213.4m. This growth was driven by higher adoption of its Gate-All-Around and advanced packaging...
June 13, 2025 at 11:40 am
Will RH become the "meme stock" of 2025?
The American chain of luxury furniture stores is likely to continue to spark speculative frenzies in the coming quarters.
June 13, 2025 at 10:23 am
Halma outpaces expectations
Halma, the British group specialising in health and safety devices, has reported a robust annual performance, surpassing market expectations. For the financial year ending 31 March 2025, the company...
June 13, 2025 at 09:38 am
Dollarama: A show of strength
As Canadian consumers cut back on spending, Dollarama is increasingly establishing itself as a haven for purchasing power. This is reflected in its strong quarterly results, which saw the stock gain...
June 13, 2025 at 08:38 am
Inditex continues its flawless run
The slight downturn in investor sentiment following the publication of the Spanish ready-to-wear giant's quarterly results should come as no surprise.
June 13, 2025 at 08:26 am
Stargate: promise and question mark for Oracle
The cloud specialist ended FY 2025 on a positive note, taking the opportunity to raise its targets for FY 2026. This clearly shows that the group is currently enjoying excellent momentum and is well...
June 12, 2025 at 02:54 pm
Cholamandalam reports rise in disbursements and AUM
Cholamandalam reported solid performance in FY 25, with disbursements rising 14% y/y to INR1,008.7bn. Vehicle Finance disbursements increased 12% y/y to INR539.2bn, while disbursements for Loan...
June 12, 2025 at 12:51 pm
Should we be contrarian on the dollar?
This is one of the big stories of 2025 on the markets: the reallocation of international investors' portfolios. The US trade policy and abysmal deficits are leading to reduced exposure to US assets:...
June 17, 2025 at 04:03 pm
Faced with uncertainty, Bank of Japan maintains interest rates and slows the reduction of its balance sheet
On Tuesday, the Bank of Japan kept its key interest rates unchanged at 0.5% and announced a slowdown in the reduction of its balance sheet from April 2026. Despite high inflation, the monetary...
June 17, 2025 at 02:41 pm
China continues to stockpile oil
China is continuing to build up its strategic crude oil reserves. For several months now, it has been refining less than it imports and produces, which means it is storing the surplus. As the world's...
June 17, 2025 at 02:11 pm
