Analysis: Stocks

PepsiCo's stock market valuation at its lowest, but dividend yield at its highest

For a large number of industrial companies and publicly traded businesses, today's dominant issue is not AI but the return of inflation with a vengeance.

Shelly Group SE: Good Q3 sales and an arbitrage opportunity

Earnings/Sales Releases The Shelly Group lived up to expectations with an acceleration of its sales growth in Q3, reinforcing our confidence that the group can reach the top end of its yearly guidance...

Encouraging Signs at Richelieu Hardware

The release of quarterly results by the Quebec-based distributor of hardware products and accessories was well received by investors.

Tesco: Strong H1 nudged by a brighter outlook

Earnings/Sales releases Tesco delivered a solid H1, with adjusted operating profit 3.7% ahead of consensus and FCF significantly stronger than expected. UK food volumes and mix remained positive...

Imperial Brands nearing the end of a good run?

The British tobacco company confirmed its full-year targets this morning while launching a new share buyback program.

Minda Corporation's Product Mix Hits the Fast Lane

…But the multiple doesn't. Investors don't seem to be troubled at the moment.

Suedzucker: No sugar rush yet, but the setup is improving

Earnings/Sales releases Südzucker's H1 release largely confirms the positive Q2 pre-announcement but provides better visibility on the quality of the improvement. CropEnergies remains supportive,...

Mitsubishi Heavy Industries Fires Up Engines Again

Mitsubishi Heavy Industries, Ltd is winning more work and delivering stronger profits, although the market still looks unconvinced by the story in the share's price.

NMDC Sails on Orders While Project Execution Face Rough Waters

Investors are still looking at the margins to catch the tide.

EDP: Water in the bank, spreads on the table, upside risk to EPS

SIGNIFICANT NEWSPortuguese reservoirs closed the hydrological year at 73% of capacity, above the September average in most basins. Northern head reservoirs are the exception, but EDP’s Douro...

EMCOR Group, Inc. : Wiring the AI Economy

Behind every AI data center sit thousands of tons of switchgear, chillers, cable trays and process piping, and someone has to install them. eader in mechanical and electrical construction and building...

Industrivärden: A decent Q3 print despite geopolitical headwinds

Earnings/sales releases After a good Q2 26, Industrivärden posted slightly deteriorating Q3 26 results with a 0.8% decrease in its NAV qoq. This performance remains decent given the precarious...

US potato leader Lamb Weston caught in the crossfire

Are investors being too hard on the US leader in potatoes and french fries?

Six European stocks with a lot at stake in Brazil's runoff

The São Paulo stock exchange hit a record high, while the MSCI and FTSE Brazil indexes gained more than 10% after Flávio Bolsonaro's surprise qualification at the top of the first round on October...

Americana Restaurants' Secret Sauce Seems to be Working

But will geopolitical conflicts take the bite out of this stock rally?

Can GQG Partners Win Back Market Confidence?

More money seems to be flowing into the investment market, yet GQG Partners Inc. remains on the back foot.

Potentially Difficult Times Ahead for Constellation Brands

A standout performance for the brewer behind the famous Modelo, Corona and Pacifico beers, which published its quarterly results yesterday.

Is Sainsbury out for shopping again?

Latest The FT reports that Sainsbury and Morrisons held merger talks between November 2025 and February 2026, which broke down over price. Scale, Morrisons' freehold estate, and food manufacturing...

Elliott confirms position in Air Liquide and wants to accelerate share buybacks

On Tuesday, activist fund Elliott confirmed that it holds a significant economic exposure to Air Liquide, two days after the presentation of the BEYOND strategic plan. It believes that the EUR4bn...