Equity Analysis

European defence spending shifts to execution

NATO’s higher targets anchor budgets, but Europe’s defence story now hinges on financing, procurement pace and industrial capacity. Expect rotation from ammunition to electronics, C4ISR and...

HOCHTIEF's Lithium Leap: Powering Europe's future

HOCHTIEF AG has expanded its partnership with Vulcan Energy for Europe's largest lithium project, positioning itself at the forefront of energy transition. Analysts are optimistic about HOCHTIEF's...

Colruyt posts mixed H1, profitability squeezed

Colruyt’s H1 FY25/26 shows resilient top-line growth but softer margins amid competitive pressure and rising wages. While guidance is maintained, the second-half rebound needed appears steep,...

Iron Ore Titan Turns Green: Fortescue's Eco-Friendly Leap

Fortescue Ltd has come a long way from just digging up dirt. Once an iron ore newbie from Western Australia, it's now a green energy powerhouse. Picture a mining giant, energy innovator, tech lab, and...

Endeavour Mining Proves it is Worth its Weight in Gold

The company has established itself as a top-tier gold stock, on the back of economic uncertainty and, err, the policies of US President Donald Trump. Credit where it's due, the company's strategic...

SharkNinja, Inc. : Innovation Engine Powering Global Expansion

Founded in 1995 in Montreal, Canada, by Mark Rosenzweig with the objective to offer innovative products at great value, SharkNinja has grown from a vacuum and blender maker into a global lifestyle...

Why might Airbnb be Bill Ackman's next buy?

Bill Ackman built his reputation on a highly concentrated, high-conviction approach designed to be held over the long term. This is a way of investing that embraces the simple idea that outperformance...

Sparkle to Spectacle: Kalyan Jewellers' Glittering Journey

Kalyan Jewellers India Limited has developed from a single-store startup to a gold retail powerhouse. With India's gold jewellery industry set to grow, Kalyan is well-positioned to benefit. Despite...

China's EV Surge Puts Geely in the Fast Lane

China's strategic push, involving subsidies and supply chain dominance, has ensured its leading position in electric vehicles . This aid has come in handy for Geely Automobile Holdings' margins....

Experian partnership in mortgage innovation

Experian plc posted solid operational momentum through AI-enhanced product innovation and expanded consumer engagement platforms. In addition, strategic partnerships aim to strengthen competitive...

Worldline, 2025's worst performer, pulls off a spectacular festive rally

Worldline is clockin up a sixth straight gain on the Paris stockmarket today, having risen by over 10% to EUR1.7185 at one point this morning.

Fiserv: stock plunges - a déjà vu?

The American financial services group's market drubbing will likely go down in the history books.

Reliance's Winning Formula Blends Telecom and Retail

India's unstoppable giant Reliance Industries Ltd. reinvents the growth script, blending consumer flair, digital dominance and green energy gambits into a feast of compounding frontiers. Forget...

Assisted suicide by share buybacks at iRobot

The American maker of Roomba vacuums, founded by three MIT engineers and a pioneer in autonomous home appliances, announced a few hours ago that it is filing for bankruptcy.

Prada valuation at a low after acquisition of Versace

Prada shareholders, who had praised the solid progress of the turnaround plan led by its excellent chief executive Andrea Guerra, end the year on a high note with the finalization of the Versace...

American hyperscalers: bearish catalysts are piling up

Viewed through an industrial and financial lens, several bearish catalysts are indeed starting to pile up: AI cloud profitability, energy constraints, the scale of CapEx, ecosystem circularity,...

At Lululemon, less is more

The release of Q3 results and the announcement of CEO Calvin McDonald's departure have lifted investors' spirits, with the stock price halved since the start of the year.

Celestica: on Cloud Nine

Celestica Inc. isn't just surfing the AI infrastructure wave-it's designing dense, efficient storage that lets customers cram far more capacity into the same space. With its cloud and connectivity...

Komeri's climb: Renovations and revenue shine

Komeri Co., Ltd., has demonstrated robust growth in H1 26, driven by strategic store renovations and strong sales performance, positioning Komeri for continued success. In addition, it renovated 65...