Analysis: Stocks

Scottish & Southern Energy: FY25/26: A year of normalisation, with SSEN Transmission remaining the key driver

Earnings/Sales releasesFY25/26 earnings were broadly in line, with adjusted EPS of 153p and AOP down 8% to £2.2bn. Performance reflected weaker Wind conditions, lower Wholesale Spreads, hedged...

CyberAgent is Scaling up, But Can All Segments Resist?

Behind this rapid growth lies a risky balancing act.

Tingyi Squeezes Profits as Chinese Sales Cool Down

Tingyi Holding Corp. is engineering a temporary profit surge even as its actual sales slide. Can margin gains keep carrying the story when demand is slowing down? ...

Hitachi Energy Rides Grid Boom Cautiously

Like most infra plays, the real question isn't demand-it's whether Hitachi Energy India can execute without cost surprises.

Galenica: Strong sales and guidance maintained, but keep an eye on H1 costs

Earnings/Sales releases Despite brewing market risks, Galenica reported strong sales for the first four months of 2026. Segment-wise, there were varying positives across most key areas. Also, 2026...

AkzoNobel: Pot not sweet enough for Akzo

Latest Akzo Nobel rejected a €13bn bid from Nippon Paint and Sherwin-Williams, despite the offer implying a 39% premium to its share price. Positive investor sentiment has driven the stock price...

Mips: The "Gore Tex" of Security is Aiming for the Top Again

Rarely has a surge in demand placed such pressure on a company. Yet, this is the paradox that Mips has faced. Following the post-Covid euphoria, an inventory glut weighed heavily on the group's...

Prysmian: Wiring Intelligence

Artificial intelligence requires chips, servers and power. Although above all, it needs to be connected. As the world leader in cabling, Prysmian sits at the heart of this invisible infrastructure...

Why Meren Energy Desperately Needs a Lifeline

Meren Energy Inc. is bleeding cash and seeing its production tank, leaving the company totally exposed to mounting operational hurdles.

Stanmore's Price Boost Hides the Cracks

The market seems convinced that good times can stretch further, although in a slowing coal market, how long can pricing hold the fort?

DPM Metals Powers Ahead with Accelerating Momentum

DPM sells the idea of a steady gold producer, although it still feels like a leveraged bet on gold prices with a bit of execution risk layered on top. ...

Rightmove under siege from Elliott and AI

The real estate listings platform, which has a firm grip of the British market, has fallen off its pedestal.

Ruff Patch for Pets at Home

Pets at Home hasn't had a disastrous year, but it has had a revealing one. The company remains Britain's dominant pet-care chain, with a fast-growing vets arm and a large base of loyal customers. But...

Crédit Agricole: Upgrading LCL growth ambitions

Significant news CASA's workshop upgraded LCL's 2025-2028 financial targets, lifting revenue CAGR ambitions to 5% while maintaining a sub-60% C/I ratio and above-13% RONE target. Management expects...

Paccar, Inc. : Built for the Trough

PACCAR traces its origins to January 25, 1905, when William Pigott Sr. founded the Seattle Car Manufacturing Company to build railway and logging equipment - pivoting to trucks only after a 1917...

Auto Trader Group: A Near-Monopoly Caught in the AI Crossfire

Artificial intelligence has been the defining theme driving market trends over the past few quarters.

Porsche caught between luxury and industry

Long perceived as the German Ferrari, Porsche is currently navigating a more challenging phase. While it remains one of the world's most powerful automotive brands, the market is questioning its...

Schindler: The post-restructuring moment of truth

The recovery from the crisis has proven more painful than anticipated for Schindler. Despite the weakness of its historical market and heavy restructuring costs, the company has nevertheless returned...

Kingfisher: Q1 Trading: A decent start to FY26/27; tricky times ahead

Earnings/Sales releasesKingfisher's Q1 FY26/27 performance was broadly in line, with group LFL sales down 0.9% yoy. Strong trade momentum at Screwfix cushioned weather-driven weakness at B&Q ....