Equity Analysis

ORIX expands asset-based lending

ORIX has begun FY 26 with strong momentum, fueled by increased investment gains and broad-based growth across its real estate, financial services and asset management businesses. Strategic expansion...

Strong results for UniCredit

The Italian banking group, which yesterday published its Q3 results, has also recorded the best nine-month period in its history.

Tesco maintains momentum by customer-centric strategies

Tesco performed well in H1 26, driven by significant growth across all markets. Strategic innovations, sustainability efforts, and a customer-centric approach underscore its strong market position....

GEA Group powers innovation-led growth

GEA Group's operational momentum was resilient in H1 25, driven by robust customer demand and stronger core segment growth. The company continues to enhance its market positioning through innovation,...

Chubb's results again impress

The theme of the moment is records. The major American insurer, which published its Q3 results yesterday, posted record operating profits thanks to strong performance in both property and casualty and...

Netflix: A disappointment , but nothing called into question

Valued at nearly 50x its earnings for this year, investors have left no room for error for the streaming platform. An exceptional factor weighed heavily on profits, while the forecasts for the end of...

Unilever: From Grocer to Groomer

Unilever shifts its centre of gravity to beauty and wellbeing and is beginning to show signs of discipline. In its third-quarter results, the consumer goods giant reported underlying sales growth of...

Trip.com's strategic launch to enhance efficiency

Trip.com Group has reported a robust Q2 25 performance, fueled by rising travel demand and growth across all segments. Strategic initiatives, such as the launch of Trip.Biz ONE, along with enhanced...

Toyo Tire navigates trade headwinds with US expansion

Toyo Tire Corporation has delivered robust H1 25 performance, reflecting sustained growth momentum in its core tire and automotive parts segments. The company is strategically navigating evolving...

The trillion-dollar question at Tesla

The beginnings of a rebellion by Tesla shareholders against the spectacular compensation package requested by Elon Musk did not prevent the stock from reaching a new market high.

ASML retains investor support despite uncertainties

It's difficult to know how to interpret ASML's nine-month results.

BNP Paribas again in the midst of legal turmoil in the US?

BNP Paribas shares fell 7.5% to EUR69 on the Paris Stock Exchange on Monday morning, probably after being caught up in the verdict of a US court concerning its involvement in the genocide in Sudan....

Tomra Systems disappoints investors

Understandably, the market capitalization of the European leader in circular economy technologies has taken a hit.

Danaher Corporation : Re-Emerging as a Pure-Play Life Sciences Leader

Headquartered in Washington D.C, Danaher is one of the most disciplined and well-run science and technology companies in the world. Guided by the Danaher Business System , it focuses on biotechnology,...

A glimmer of hope in the US road transport sector

J.B. Hunt, the country's third-largest trucking company in terms of truck count and fourth-largest in terms of revenue, saw its stock price soar today.

Boston Beer at a crossroads

Like the wine industry, has the beer sector definitively entered a phase of structural decline?

Pan American Silver's stock surges following Q2 25 results

Pan American Silver delivered robust topline growth in Q2 25, driven by higher silver and gold prices and increased production volumes. Strategic exploration efforts, including new drill results at La...

Konoike to strengthen its global logistics footprint

Konoike presented steady top-line expansion in Q2 25, underpinned by positive economic tailwinds and core segment performance. Its medium-merm Management Plan underscores a strategic pivot toward...

Pearson's Test of Nerve

The education giant delivers steadier growth, but can it pass the real exam of investor patience?