Analysis: Stocks

Antofagasta: Copper's red-hot year

Chilean miner Antofagasta posted a 52% jump in annual core profit on Tuesday, aided by record copper prices that made up for a modest drop in output, and said its increased capital spending would...

AEP: the data center boom is driving profits higher

American Electric Power posted quarterly results that topped market expectations, while reaffirming its medium- and long-term growth outlook as US electricity demand accelerates sharply. ...

Safran in the stratosphere, but perhaps on the edge of an air pocket

The aerospace engine maker and equipment supplier is wrapping up an exceptional fiscal year 2025, with operating profit reaching a record high.

KBC Groep: Q4: Superior Quality Meets Upgraded Guidance

Earnings/Sales releases KBC delivered a strong Q4 beat, with pre-tax income up 26% yoy driven by accelerating NII and robust insurance revenue. FY-25 RoE hit 15% amid disciplined cost management....

Westgold Resources is mining the momentum

Global instability has turned gold into the ultimate financial lifeboat. As central banks ditch the greenback for bullion, the Australiac company Westgold Resources has leveraged this shift to wipe...

China Unicom: High-Tech Engine, Attractive Yield

Mature telecom markets grapple with squeezed margins as data traffic outpaces voice revenue, prompting costly upgrades China Unicom Limited has developed into a high-tech engine, balancing...

Zoetis challenged to return to growth

Has the world leader in animal health hit a glass ceiling?

South32: Strong H1 + turnaround back on track, but there are brewing risks

Earnings/Sales releases Thanks to various price tailwinds and operational normality, South32 reported healthy H1 results. In effect, the firm's overall operations are recovering well – which is also...

Fresh Del Monte Produce Inc. : Leader in fresh fruits

Fresh Del Monte Produce is a global producer and distributor of fresh and fresh-cut fruits and vegetables, with an additional and meaningful prepared foods business across Europe, Africa, and the...

Emerson Electric Co. : The Industrial Software Flywheel

Founded in 1890 and headquartered in St. Louis, Missouri, Emerson has evolved into a global automation leader, focused on helping process, hybrid, and discrete manufacturers optimize operations...

Legrand ready to scale up

This year, North America is becoming the leading market for the electrical infrastructure specialist. Building no longer accounts for the bulk of the group's sales, driven by nearly 40% growth in its...

Spotify Sets the Pace

The world's largest music platform is finally starting to use its weight to deliver real profitability.

Outokumpu: Thank God the competitive environment will change

Earnings/Sales releases The group reported disappointing results for FY25, with a weaker-than-expected Q4. Outokumpu remains the weakest performer in our stainless steel sector. Despite anticipated...

Hermes International: Endurance over excitement

Earnings/Sales releases Hermès delivered another outstanding year, with both top-line and profitability exceeding consensus and our expectations. Growth was broad-based across regions and métiers,...

Safran: Safran raises the bar

Earnings/Sales releases Safran's release goes beyond a clean annual delivery. The key message is structural: management has materially upgraded its medium-term ambitions, signalling stronger...

NatWest: A good set of results confirms Evelyn-related risk premium

Earnings/Sales Releases The group posted a strong set of quarterly results. The updated 2026 Guidance is in line with consensus expectations. On the other hand, the 2028 Guidance is above...

Deutsche Boerse: Q4: Strong Jaws, Strategic Path De-risked

Earnings/Sales releases Deutsche Boerse delivered solid Q4 results, with 7% Growth in net revenue driven by Software and Securities Services. Key highlights include 6pp positive jaws, reaffirmed 2026...

Eutelsat Communications: Q2 26: Eutelsat showing signs of stability

Significant newsEutelsat delivered H1 FY2025–26 results in line with expectations, confirming full-year objectives. The key positive development was the successful completion of a €1.5bn capital...

Three European stocks analysts love

Amongst stocks that are best rated by analysts, which offer the best balance between positive and negative recommendations? A closer look at European mid-caps covered by over five analysts, for which...