Market Analysis : Equities
Babcock Int.: Steady Course, Rising Tide
Babcock International, the British engineering group embedded deep in the UK's defence and nuclear infrastructure, has delivered a first half that suggests a company rediscovering both its financial...
November 21, 2025 at 09:12 am
Soitec takes another hit
Despite Q2, which was in line with expectations, and a strong sequential rebound after a particularly weak Q1, Soitec enters H2 in a tough environment. Its full-year guidance is well below market...
November 20, 2025 at 02:46 pm
The Crazy numbers behind Nvidia's publication
Last night, Nvidia reassured investors as the market was in doubt about AI. Growth rates remain impressive for a company that is already the world's largest company by market cap.
November 20, 2025 at 02:19 pm
Sage succeeds in its external growth bet
The Sage, a Newcastle-based accounting software publisher, remains saddled with a valuation multiple compared to the sector average
November 20, 2025 at 01:57 pm
NMDC India is getting to the c-ore
To say that the last quarterly results at National Mineral Development Corporation were good would be an understatement. All that digging has actually paid off for the company....
November 20, 2025 at 10:17 am
JD Sports runs to stand still
JD Sports, the trainer titan that once seemed able to outrun any market wobble, is now showing signs of strain. Its latest update paints a picture of a company still performing respectably, but doing...
November 20, 2025 at 09:40 am
J&J Snack Foods not managing to recover
The American confectioner's stock price ? owner of SuperPretzel, Dippin' Dots, and Philly Swirl among others ? has fallen back to the levels it held twelve years ago.
November 19, 2025 at 03:53 pm
German tech has not said its last word
Our screener highlights three German software companies that combine growth momentum, financial strength, along with valuations that are still reasonable. The filter is based on the ability to...
November 19, 2025 at 02:03 pm
Ams-Osram is fighting to stay alive
Born from the acquisition of German lighting specialist Osram by Austrian semiconductor manufacturer AMS, the group has suffered one setback after another.
November 19, 2025 at 10:39 am
On borrowed time, Imperial Brands remains extraordinarily profitable
Cigarette manufacturers' return to favor is one of the highlights of the year on the financial markets.
November 19, 2025 at 10:19 am
BlackRock's strategic real estate expansion
BlackRock, Inc. demonstrated resilient strategic execution, leveraging strong asset management capabilities, technology-driven growth and targeted acquisitions to enhance its investment platform and...
November 19, 2025 at 09:05 am
Credit Saison introduces Blockchain-Focused Onigiri Capital
Credit Saison Co. Ltd. reported robust FY 22-25 growth, fueled by disciplined execution and high demand for credit services. The launch of Onigiri Capital enhances its strategic portfolio, targeting...
November 19, 2025 at 09:02 am
Health insurers are taking another hit
In an offensive post on Truth Social, Donald Trump lambasted health insurers for capturing trillions of dollars and cheating America. The sector has already been shaken by a series of negative signals...
November 19, 2025 at 07:52 am
J&J Snack Foods fails to rebound
The share price of the American confectioner-owner of the SuperPretzel, Dippin' Dots, and Philly Swirl brands, amongst others-has fallen back to the level it was at twelve years ago.
November 18, 2025 at 12:54 pm
Ameriprise boosts wealth management capabilities
Ameriprise Financial, Inc. has reinforced its position through sustained operational discipline, a differentiated client experience and continued innovation in its wealth management and technology...
November 18, 2025 at 09:58 am
Medpace: From Q3 25 success to future horizons
Medpace Holdings, Inc. reported outstanding Q3 25 results, with significant revenue growth driven by strong performance in metabolic studies and robust new business awards. Strategic expansion in core...
November 18, 2025 at 09:55 am
Disney completes a transformative decade
Disney has achieved 3% year-on-year revenue growth. Adjusted for inflation, however, this figure remains completely stagnant.
November 18, 2025 at 08:48 am
Peloton continues to fall behind
Having taken off into zero gravity, one of the darlings of the US market during the pandemic has come crashing back down to earth.
November 18, 2025 at 08:38 am
Société Générale's incredible comeback
It has been a spectacular year for France's third-largest banking group, which has seen its market capitalization double in the space of twelve months.
November 17, 2025 at 03:51 pm
S&P Global's acquisition to boost private markets intelligence
S&P Global, Inc.'s acquisition of With Intelligence solidifies its leadership in private markets intelligence. The company has demonstrated robust long-term growth, particularly over FY 21-24. This...
November 17, 2025 at 10:26 am
GM pushes its suppliers to turn the page on China
General Motors has asked several thousand of its suppliers to clean up their supply chains of parts from China, according to information obtained by Reuters from corroborating sources. The American...
November 12, 2025 at 10:36 am
The shutdown is dead. Long live the shutdown!
After more than 40 days, the longest shutdown in history is expected to end this week. The government shutdown did not disrupt Wall Street, which nevertheless welcomed the end of the budget impasse...
November 11, 2025 at 10:06 am
Siemens and Healthineers' billions: verdict on Thursday
Siemens is preparing to unveil a key step in its capital strategy: the partial sale of its stake in Healthineers, its listed subsidiary specializing in medical technologies. This potentially massive...
November 11, 2025 at 09:19 am
