Analysis: Stocks

Thales remains at the forefront of European rearmament

Unsurprisingly, given current geopolitical events, the French defense giant continues to enjoy strong tailwinds.

Beiersdorf: Soft opening to a challenging year

Earnings/Sales releases Beiersdorf reported a soft start to the year, with organic sales declining below expectations, confirming a deceleration vs Q4 25. Derma remains resilient, but continued...

Magellan Shifts Focus to Resilient Growth

Magellan Financial Group Limited is developing into a more resilient, diversified asset manager. By combining its expertise in global equities and listed infrastructure with expanding advisory...

Bilfinger looking for a second wind

Rattled by geopolitical tensions in the Middle East, the German group's stock has lost some of its luster following a prolonged rally. However, the fundamental drivers of its success remain intact.

Wereldhave: Landing organic growth

Earnings/Sales releases Organic Growth is slowing. However, Occupancy ratios remain high in key areas. The FY 26 guidance was confirmed. The tone of the CEO's message remains positive. Fact Revenue...

Key Fundamentals to Watch at PepsiCo

A mix of strengths and weaknesses persists at PepsiCo, as the company maintains a trajectory whose sustainability is being questioned by some observers.

ITC Hotels Has Room to Grow

ITC Hotels Limited navigates a curious paradox-delivering stellar operational performance even as its share price declines. While the company capitalizes on surging wedding, corporate, and leisure...

MGM China Holdings Limited has the License to Thrill

Macao is officially back in its bag. After a long stretch of quiet casino floors and empty streets, the city has rediscovered its swagger. Leading the charge is MGM China. By snagging record market...

Stella-Jones is Anchoring the Future of Utility Infrastructure

Stella-Jones Inc. has strengthened its position as a key North American infrastructure supplier, supported by consistent utility sector demand, disciplined strategic execution, and meaningful...

Alcoa shares surge, echoing pandemic-era rally

In times of war, metal prices frequently skyrocket.

Lamar Advertising Company : The Quiet Giant of Outdoor Advertising

Founded in 1902 in Baton Rouge, Louisiana, Lamar Advertising Company is the largest outdoor advertising operator in the United States by display count, with over 361,000 advertising structures across...

Epic short squeeze on Avis Budget Group shares

The number two US car rental company has seen its share price quintuple in just a few days.

Uber's strategic pivot toward robotaxis is already well underway

Recent announcements, backed by substantial capital commitments, confirm Uber's convergence with the robotaxi sector… and its gradual departure from the asset-light model....

TomTom: Transition story continues!

Earnings/Sales releases TomTom delivered Q1 revenue in line with company-compiled estimates, with EBIT modestly ahead and FCF turning positive despite ongoing transition headwinds. Despite posting...

Virbac: 2026 starts on strong footing

Earnings/Sales releases Q1 26 top-line growth was better than the full-year targeted range, backed by healthy performances from both segments. Geographically, growth was driven by North America and...

Ericsson: Resilient execution supports medium-term growth outlook

Earnings/Sales releases Ericsson delivered Q1 2026 with 6% organic sales growth and strong cash flow despite significant currency headwinds that reduced reported revenue by 10%. Core performance in...

Drägerwerk AG & Co KGaA: Encouraging Q1 start, but margin recovery is a watchpoint

Significant newsDräger reported mixed Q1 2026 preliminary figures: net sales grew by 6.9% due to strength in both divisions, while EBIT slightly missed expectations. Safety order intake softness was...

Rheinmetall: Is the rally coming to an end?

With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely...

Entain: An impressive start to the year

Earnings/Sales releases Entain delivered a strong Q1 performance, supported by robust online momentum and resilient customer engagement, with UK&I remaining the primary growth driver amid ongoing...