Analysis: Stocks

Mitchells & Butlers: Soft Q4 trading offset by better FY27 cost outlook

Earnings/Sales releasesM&B's Q4 FY26 LFL sales growth of +1.4% missed expectations, with weaker underlying momentum despite an easier comparator. However, continued market share gains, reiterated FY26...

Diageo: Drastic Dave gets a new CFO

Latest Diageo's CFO change adds some execution risk given the timing, just over a month after the new three-year plan. However, the plan remains unchanged, while Wilson's previous experience with Dave...

Danieli sinks over 10%, with the market not punishing what you might think

The Italian steel equipment maker's shares slumped over 10% on Monday after the company published its annual results. Net profit still rose 5%, while its order book hit a record. However, the drop in...

Rexel: GCG strengthens growth and value-added capabilities

Latest Rexel’s acquisition of GCG adds >$1.1bn of revenue at a c.11% EBITA margin, with >60% of sales exposed to structural-growth markets. We estimate GCG will contribute c.5% to Rexel’s revenue...

Alten: Sovereignty-driven sectors fueling growth

Earnings/sales releasesWhile Alten had already hinted at improving trends in July, today’s results provide clear confirmation. The Group has returned to growth, supported by both an upgraded outlook...

Will 2026 finally mark a turning point for Adidas?

Is Adidas laughing while Nike cries? That is, in any case, what analysts are projecting for the next three years.

Analysts' Curious Optimism About General Motors

Despite a consensus that remains upbeat, it's hard not to worry about a sharp slowdown at General Motors.

Axon Enterprise, Inc. : Priced for Doubt, Built for Scale

Founded in 1993 as a stun-gun maker, Axon now positions itself as the operating system for public safety. Its hardware connects police officers, emergency responders and other professionals to a cloud...

Toyo Suisan's Latest Quarter Rests on its Noodles Business

But investors aren't biting.

Can Perenti Dig Profit From a Bigger Pipeline?

If it is some consolation, the company has broadened its presence across Australia and North America, which could provide future opportunities.

Vijaya Diagnostic's Market Leadership Commands a Premium Valuation

Vijaya Diagnostic Centre Limited must prove that it can remain profitable in the next few quarters.

Karooooo Ltd. : Intelligence in Motion

Karooooo Ltd is a Singapore-headquartered operational intelligence company, listed on Nasdaq and the Johannesburg Stock Exchange, built around Cartrack, a subscription platform that connects around...

Danieli & Co: FY25/26 results: execution timing weighs on EBIT; order book remains strong

Earnings/Sales releases FY25/26 results aligned with expectations at the EBITDA level, though EBIT was impacted by increased Dépréciation and receivable write-downs . Favourable forex mitigated the...

HelloFresh: Back-to-school fails the test

Latest HelloFresh issued a profit warning after its key back-to-school acquisition window failed to deliver, lowering its FY26 revenue and AEBITDA guidance and forcing another reset of the recovery...

DEWA Delivers Better Margins As Investors Wait for a Re-rating

Dubai Electricity and Water Authority PJSC's businesses continue to earn trust through stable earnings.

National Bank of Canada Draws Strength From a Growing Balance Sheet

Investors are rewarding National Bank of Canada's ability to deliver across multiple earnings streams.

Yixin Group's Auto Finance Moves, Valuation Stalls

The road ahead looks clearer for Yixin Group Limited's auto finance model, the market still seems reluctant to accelerate.

Why is Linde everywhere even though hardly anyone knows its name?

You have probably used several products today that were made using Linde's industrial gases without realizing it. Oxygen, hydrogen, nitrogen, or carbon dioxide are used to make medicines, computer...

McDonald's at its lowest valuation in ten years

After four strong quarters, same-store sales growth is no longer keeping pace at McDonald's.

AutoZone punished by investors after another flat year

King of the cannibals, meaning companies that aggressively buy back their own shares, AutoZone is not escaping the storm that is currently hitting the entire discretionary-consumption segment in the...