Molson Coors once again undervalued on stockmarket

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.
Our Logo June 17, 2025 at 01:27 pm
Lennar returns to attractive valuation multiples

Lennar returns to attractive valuation multiples

The homebuilder is weathering the current difficult economic climate better than expected.
Our Logo June 17, 2025 at 01:21 pm
United Therapeutics delivers 18th consecutive quarter of topline growth

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...
Our Logo June 17, 2025 at 11:16 am
Amphenol's Q1 25 results boost share price and analyst’s targets

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...
Our Logo June 17, 2025 at 11:08 am
Starbucks wants to break with five years of stagnation on the stockmarket

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...
Our Logo June 17, 2025 at 09:53 am
Eaton Corporation plc :  Bet on the energy transition

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...
Our Logo June 16, 2025 at 02:56 pm
Comfort Systems:  Stock surges after repurchase program increased

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...
Our Logo June 16, 2025 at 11:15 am
Garmin exceeds analysts' estimates for seven straight quarters

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...
Our Logo June 16, 2025 at 11:06 am
Rosneft, Putin's cash machine that's defying sanctions

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.
Our Logo June 16, 2025 at 09:28 am
Has Adobe aimed too high?

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.
Our Logo June 16, 2025 at 09:13 am
Luca de Meo from Renault to Kering:  the job switch of the year?

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...
Our Logo June 16, 2025 at 08:38 am
Broadcom:  A Strategic Move to AI Leadership

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...
Our Logo June 13, 2025 at 03:52 pm
Universal Health posts decent top-line performance in Q1 25

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...
Our Logo June 13, 2025 at 11:51 am
Nova's streak:  Eight quarters of exceeding analysts' expectations

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...
Our Logo June 13, 2025 at 11:40 am
Will RH become the "meme stock" of 2025?

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.
Our Logo June 13, 2025 at 10:23 am
Halma outpaces expectations

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...
Our Logo June 13, 2025 at 09:38 am
Dollarama:  A show of strength

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...
Our Logo June 13, 2025 at 08:38 am
Inditex continues its flawless run

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.
Our Logo June 13, 2025 at 08:26 am
Stargate:  promise and question mark for Oracle

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...
Our Logo June 12, 2025 at 02:54 pm
Cholamandalam reports rise in disbursements and AUM

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...
Our Logo June 12, 2025 at 12:51 pm