Analysis: Stocks

Sandisk sends Wall Street into a frenzy

In the realm of financial exuberance, the flash memory manufacturer occupies a vast continent all its own.

Vicinity Centres' Profit Jump Fails to Hide Headwinds

The company's profits may have spiked, but cash earnings are barely moving. Can these strategies power future revenue?

Prices Keep China Gold's Earnings Up - Even as Volumes Slip

China Gold International Resources Corp. Ltd. may be surfing a wave of booming metal prices and state-backed demand, although the story seems less like an operational improvement and more like a...

Corpay, Inc. : 1% of Everything

Founded in 1986 and headquartered in Atlanta, Georgia, Corpay - formerly known as FLEETCOR Technologies - has grown from a fuel card provider into a global business payments platform. Today, the...

Moncler: Margins Intact, but Growth in Question

Moncler continues to deliver robust margins, although its growth trajectory is softening. The Italian company has some of the finest profitability in the luxury sector, backed by a debt-free balance...

Clínica Baviera, the copy-paste machine

The Spanish eye-surgery specialist posted record 2025 revenue of EUR302m and free cash flow up 28%, without a euro of net debt. The market has finally noticed: it now pays nearly 20 times expected...

Is Arriyadh Losing Ground in Saudi Arabia's Real Estate Boom?

Saudi Arabia's trillion-dollar real estate push is reshaping the market overnight. Arriyadh Development Co. is trying its best to keep up.

Unicharm's Stable Business Meets Shaky Momentum

Unicharm Corporation is stuck in an awkward situation. Long-term demand remains, although shaky execution is making both the business, and the stock feel weaker than it should.

Rasan Information Technology Benefiting from Stronger Growth

Rasan Information Technology Company's been on a strong run, with its stock climbing alongside solid earnings, mainly powered by its fast-growing motor leasing business. However, rising geopolitical...

Meta shares weighed on by capital increase rumors

Meta shares closed Friday's session down 5.5%, with more rumors of a potential capital increase in the air.

Paradigm shift and a new era for Alphabet's shareholders

In the world of finance, the most sensational news of the week was undoubtedly the $80bn capital increase announced by Alphabet.

Did someone say Momentum? 3 stocks surfing the trend

Rather than betting on a reversal, one might as well follow the stocks that are already on the up. Our trend-following screen has identified 3 names with contrasting profiles but the same trajectory:...

Nebius: The former Yandex becomes industrial bet on AI factories

Nebius begins as a market anomaly: a former Yandex holding company, stripped of its Russian perimeter by the war in Ukraine, reappearing on the Nasdaq under a new identity, with a different territory,...

Can TC Transcontinental Survive a Dying Print Market?

TC Transcontinental is betting all out by doubling down on its old-school print and media roots. The problem? Their latest profits just took a dive.

Ora Banda Mining Rides Gold Surge While Fighting Costs

Ora Banda Mining Limited is riding a gold price tailwind, although rising costs and a sluggish stock suggest investors aren't fully convinced the good times will last.

Getlink remains a market darling

Getlink has enjoyed an excellent start to 2026, publishing its monthly shuttle service activity statistics this morning.

Hsbc: Lebanon money laundering scandal

Significant news HSBC Private Bank has been formally indicted by French prosecutors for aggravated money laundering and criminal conspiracy. This case exposes the HSBC Group to severe, albeit fully...

A bright future: Why photonics is the new stockmarket darling

Long centered on raw computing power, the Artificial Intelligence revolution is now unfolding across multiple fronts, most notably in how data circulates. As models grow in size and complexity, the...

Burckhardt Compression: FY25: Not out of the woods yet

Earnings/Sales releases As we expected, the company has been hit hard by its customers' Wait-and-See attitude, and it has had to push back its mid-term targets. We don't see much reason to expect a...