Equity Analysis

Tesco: Tough comparables weigh on Q1 growth; fundamentals remain intact

Earnings/Sales releases Tesco delivered a slightly softer-than-expected Q1, primarily reflecting a tough comparison against last year's weather- and Competitor Disruption-driven gains. Management...

AGM update: Informa goes beyond weathering geopolitical upheaval

Earnings/Sales releases Informa surprised on the upside on both academic research and Live B2B Events, probably benefiting from an AI boost. This performance is notable given the difficult context in...

Saint-Gobain: Bad days are over? Inside Saint-Gobain's profitability bridge

Significant news Saint-Gobain's recent performance has seen better days, hurt by unusually calm weather in North America. However, the worst is now behind it, claimed CEO Benoit Bazin and CFO Maud...

Adyen: Adyen listens to the market

Latest Following Adyen's press release this week on Adyen Agentic, and its recent announcement regarding the Orb acquisition, we are renewing our Buy Recommendation on the company, driven by a...

Robinhood Eyes New Markets Amidst Speculative Fever

In a gold rush where miners typically abandon both their dreams and their health, the truly shrewd make their fortunes by selling shovels and pickaxes.

Five Stocks to Play a Geopolitical De-Escalation Scenario

Donald Trump's signing of the Iran deal on Wednesday in Versailles is a welcome relief for markets and for global trade. However, it does not guarantee a lasting de-escalation. Many risks could still...

Canon Swaps Paper Cuts to Lock in Software Profits

While Canon Marketing Japan attempts a high-stakes pivot to software, a harsh macroeconomic environment has other plans.

CITIC Capitalizes on China's Recovery But Will It Win over Investors?

The market sentiment tells a different story: a widening gap has created a noticeable disconnect between CITIC Limited's earnings and market valuations.

Tata Motors Rides India's Infra Wave but Costs Loom

Beneath the bullish outlook, rising costs and regional uncertainties continue to cast a long shadow.

Accenture Now Valued at a Single-Digit Multiple of Its Earnings

Few earnings releases were as highly anticipated as those from the global leader in information technology consulting.

Intuitive Surgical: The End of Easy Money?

Intuitive Surgical continues to see increasing amounts of operations performed by its robots, although the stock market is placing a lower premium on each new procedure. The da Vinci 5 is expected to...

Diageo's Call to Arms Fails to Convince Investors

A funereal atmosphere, as described by the Financial Times, surrounds the world's leading wine and spirits producer. Under the supervision of its new CEO, Dave Lewis, the company is embarking on a...

China's Energy Push Supports PetroChina's Story

Tailwinds are clear, but the outcomes aren't…

MedPlus' Retail Expansion Powers Its Revenues

India's next phase of pharmacy growth lies outside major metros. MedPlus is well positioned to benefit from this, although rising competition could test its strategy.

Dr. Lal PathLabs' Volume Boom Comes at a Cost

Dr. Lal PathLabs Limited is growing, but the market isn't fully buying the story yet. Is this sector giant running a race that it can't win?

Shenzhou International Is Stitching Sales as Margins Fray

Shenzhou International Group Holdings Limited is navigating a complex reality: the manufacturer is growing fast, although earning less for every bolt of fabric it ships. Its battered share price masks...

AO's Second Act

AO World, the British online electricals retailer, has given investors a cleaner profit story and cash coming back. In the year to March 2026, the company's statutory pre-tax profit more than doubled...

Medpace: At the Heart of the Small-Cap Biopharma Crisis

Caught between solid fundamentals and a lagging stock price, the clinical testing firm is paying the price for earnings reports that signal a slowdown in orders. The situation is further complicated...

Intuit joins ranks of suddenly demoted stockmarket stars

While the market once rewarded them with excessively generous valuation multiples, investors now show little interest in high-growth companies, which are perceived as being exposed to the risks of...