Market Analysis : Equities
Broadcom: A Strategic Move to AI Leadership
After a Q2 that could be described as transitional, Broadcom has unveiled its new Tomahawk 6 chip. This gives us food for thought about the place this discreet giant occupies and its trajectory for...
June 13, 2025 at 10:52 pm
Universal Health posts decent top-line performance in Q1 25
Universal Health released its Q1 25 results on April 28, 2025, reporting a decent rise of 6.7% y/y in net revenues to US$4.1bn. Adjusted net attributable profit increased to US$319.5m or US$4.8 per...
June 13, 2025 at 06:51 pm
Nova's streak: Eight quarters of exceeding analysts' expectations
Nova released its Q1 25 results on May 8, 2025, reporting a 50.5% y/y increase in revenue, reaching US$213.4m. This growth was driven by higher adoption of its Gate-All-Around and advanced packaging...
June 13, 2025 at 06:40 pm
Will RH become the "meme stock" of 2025?
The American chain of luxury furniture stores is likely to continue to spark speculative frenzies in the coming quarters.
June 13, 2025 at 05:23 pm
Halma outpaces expectations
Halma, the British group specialising in health and safety devices, has reported a robust annual performance, surpassing market expectations. For the financial year ending 31 March 2025, the company...
June 13, 2025 at 04:38 pm
Dollarama: A show of strength
As Canadian consumers cut back on spending, Dollarama is increasingly establishing itself as a haven for purchasing power. This is reflected in its strong quarterly results, which saw the stock gain...
June 13, 2025 at 03:38 pm
Inditex continues its flawless run
The slight downturn in investor sentiment following the publication of the Spanish ready-to-wear giant's quarterly results should come as no surprise.
June 13, 2025 at 03:26 pm
Stargate: promise and question mark for Oracle
The cloud specialist ended FY 2025 on a positive note, taking the opportunity to raise its targets for FY 2026. This clearly shows that the group is currently enjoying excellent momentum and is well...
June 12, 2025 at 09:54 pm
Cholamandalam reports rise in disbursements and AUM
Cholamandalam reported solid performance in FY 25, with disbursements rising 14% y/y to INR1,008.7bn. Vehicle Finance disbursements increased 12% y/y to INR539.2bn, while disbursements for Loan...
June 12, 2025 at 07:51 pm
National Bank of Canada’s shares surge after strong Q2 25 NII
National Bank of Canada reported encouraging Q2 25 results, NII rose 90% y/y to CAD1.2bn, driven by strong organic growth across all business segments. Total deposits surged by 23% to CAD294bn, while...
June 12, 2025 at 07:17 pm
Cardinal Health, Inc. : Giant of Pharma Distribution
Formed in 1979 in Ohio, Cardinal Health is a US-based healthcare services and distribution company that operates primarily through two business segments: Pharmaceutical and Specialty Solutions , and...
June 12, 2025 at 05:50 pm
Oracle: New fundamentals and an unanswered question
Oracle should reassure the market with its consistently strong results. But there is a caveat, and not everything is perfect.
June 12, 2025 at 04:58 pm
Inditex's momentum called into question
Inditex, the parent company of Zara, which also owns the Bershka, Pull&Bear, and Massimo Dutti brands, published mixed quarterly results on Wednesday, which were punished, with the share falling...
June 11, 2025 at 10:16 pm
JAC Recruitment reports better than expected performance in Q1 25
JAC Recruitment released its Q1 25 results on May 14, 2025, posting solid growth with both revenue and profit exceeding the initial plan. As a result, the stocked is up over 20% to date, following the...
June 11, 2025 at 07:18 pm
Workman Co.’s stock jumps following FY 25 results
Workman Co. released its FY 25 results on May 12, 2025, reporting a 3.2% y/y increase in revenue to JPY136.9bn. Growth was primarily driven by an increase in the average number of stores. The...
June 11, 2025 at 07:07 pm
Paycom returns to favor
Paycom, the star of the SaaS sector—for once a legitimate one—has made a successful comeback on the stockmarket.
June 11, 2025 at 05:11 pm
Wizz Air: the fallen star amongst low-cost airlines
Over the past 18 months, the airline's problems with Pratt & Whitney engines, which power nearly a fifth of its fleet, have grounded its planes and led to a sharp rise in costs. This unfortunate...
June 11, 2025 at 04:31 pm
First signs of stabilization for Brown-Forman
Another stockmarket correction for the American spirits group, which owns the famous Jack Daniel's franchise, amongst others.
June 10, 2025 at 09:21 pm
Mebuki Financial Group: update on acquisition of own shares
Mebuki Financial Group provided an update on the acquisition of its own shares on June 2, 2025, reporting acquisition of 6,161,200 shares of common stock from May 1, 2025, to May 31, 2025, with a...
June 10, 2025 at 08:45 pm
NOF Corporation repurchases 1.16 million shares
According to a Tokyo Stock Exchange filing on June 2, 2025, NOF Corporation repurchased 1,155,200 shares for JPY2.8bn between May 12 and May 31, 2025. This buyback was part of a plan approved by the...
June 10, 2025 at 08:34 pm
BPCE accelerates European strategy with Novo Banco
French banking group BPCE has announced the acquisition of Novo Banco, Portugal's fourth-largest lender. The deal marks the largest cross-border acquisition in the European banking sector in a decade....
June 13, 2025 at 09:42 pm
Meta scores a double win with Scale AI, securing both capital and leadership
Meta on Thursday formalized a strategic investment in the start-up Scale AI, worth $29bn, and in the process secured the services of its young founder and CEO, Alexandr Wang, 28. The deal, which gives...
June 13, 2025 at 09:26 pm
Trade war: Deadlines no longer exist
Two months have passed since the start of the 90-day trade truce, and progress has been negligible, to say the least. At this stage, only one agreement has been signed, with the UK. For the first...
June 13, 2025 at 09:24 pm
