Analysis: Stocks

Kaufman & Broad resists an apocalyptic environment

Like its peers, the French property developer is taking the full brunt of the construction sector's punishing downturn, altough the damage is kept in check.

Ferrovial, the builder that has learnt to live off recurring income

The Spanish group has just wrapped up the commercial agreement for a $9.2bn highway project near Nashville, which it will operate for fifty years. This is a chance to understand a model where...

Colruyt: AGM brings a profit warning

Latest Colruyt has issued a profit warning, guiding FY26/27 operating profit to a ‘limited decrease’ vs €465m, a clear step down from June. The combined market share slipped to 28.3% ,...

CarMax Rebounds Despite a Tough Backdrop

In the United States, the rebound in the used-car market is taking hold after the brutal post-pandemic hangover.

MAAS Fires on All Cylinders but How Long Can its Momentum Last?

MAAS Group Holdings Limited is in the right place at the right time, with little room for error. ...

Toyota Tsusho Connects Rare Earths to Its Earnings Engine

From rare earths to semiconductors, Toyota Tsusho Corporation's diversified bets are paying off.

Spotify and the music industry, the glass ceiling for a giant that pays out two thirds of its revenue

The Swedish group has just crossed the threshold of 300 million paying subscribers, a record no one had reached in audio. Yet for every euro it takes in, it pays out nearly 67 cents to rights holders...

Juventus Cornered Into Another Capital Increase

Sports teams are decidedly fickle assets.

Extra Space Storage Inc. : The Storage Recovery

Having absorbed the largest wave of new self-storage construction in the sector's history, Extra Space Storage is regaining pricing power. The Salt Lake City REIT, whose roots go back to 1977, is the...

Garmin Ltd. : The Price of Premium Watches

Three years ago the question was whether Garmin had lost its way. The answer arrived in the numbers: revenue has grown by roughly half since 2023, operating income has climbed to records, and the...

Brazil: regulatory reversal puts growth investments on hold

Latest Brazil has suspended fixed-odds betting, including online Sports betting and casino games, with platforms required to shut from 6 October. Congress can still approve, amend or reject the...

FICO Loses Its Monopoly Status… and a Fifth of Its Value

For decades, no American could buy a home without going through a score provided by a single company. The regulator has just put an end to that by opening the door to a competitor. Fair Isaac shares...

A strong 10-year run for Legrand, ideally positioned for the next cycle

The electrical equipment maker ranks among those slow and steady investments that rarely disappoint....

Coforge Codes Bigger Ambitions as AI Takes Charge

Coforge Limited keeps getting bigger, but investors are more interested in what comes next than what it has already delivered.

Wanguo Gold Finds a Richer Vein in the Solomon Islands

Investors are placing greater value on Wanguo Gold Group Limited's expanding Gold Ridge earnings.

Stantec's Backlog Runs Deep, but Investors Less Convinced

Investors are still waiting for the backlog to convert into earnings.

Lindt's turn to be knocked off its pedestal

The crisis in the consumer staples brand sector has clearly been generating a lot of articles on MarketScreener pages over the past few weeks.

What Your Attention Is Really Worth on Social Networks

Between Meta, Reddit, Snap and Pinterest, one user is not worth the same at all. The apparent spread runs from one to nine, but the counting methods differ. It is precisely in their ability to better...

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...