Analysis: Stocks

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...

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.

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.

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...

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...

BMW Badly Shaken by the End of the Chinese Eldorado

BMW has halved its automotive margin target for 2026. The Munich-based automaker, long the most consistent of the German Big Three, is now targeting a margin between 1% and 3%, down from the previous...

Colruyt: FY25/26: No major surprises, but cautious outlook drags

Earnings/Sales releases Colruyt’s FY25/26 results matched expectations with €465m EBIT, but severe Belgian competition and Sunday trading drove a 50bp market share loss to 28.5%. Management’s...

Lenovo: the Next to Break Through the Ceiling

It's a record-breaking year for the Chinese hardware giant, which is smashing through expectations and moving past a difficult period that lasted since the post-pandemic slump.

Precious metals' sudden and brutal sell-off

Latest After an ecstatic start to 2026, Precious Metals had a brutal reality check. Even Iran war risks failed to revive sentiment. To be fair, such speculative dash had to end or reverse eventually....

Nvidia Weighs up Options Ahead of Massive Share Buyback

A double surprise has emerged at Nvidia, where the market capitalization is now trading at its lowest earnings multiple in 5 years, even as the group yesterday announced that is raising $25bn through...

Mizuno's Growth Story Gets Real

Mizuno Corporation is riding strong demand and smart retail shifts, but the stock already seems to be pricing in a lot of this good news.

Can Emami's Growth Hold Amid Margin Pressure?

Emami Limited's story is a mix of steady brands and evolving bets. While recent performance has been a bit soft and the stock has taken a hit, its strong rural base and premium push in cities keep its...

Saint-Gobain Shareholders Cheer Dahl Sale While Kesko Investors Recoil

A tale of two reactions: while the market applauded Saint-Gobain's divestment of Dahl, its Scandinavian plumbing and heating distribution subsidiary, the acquisition by Finnish firm Kesko met a cool...