Analysis: Stocks

Against headwinds, Carlsberg laboriously finds its way back to growth

The Danish brewing giant still generates half of its consolidated revenue from the mass-market beer segment. Meanwhile, sodas now represent a third, with premium beers counting for a sixth.

Squeezed at home, constrained in the US: China's retail pivot to Europe

Latest China's weakening consumer backdrop and tougher US trade environment are pushing Chinese e-commerce platforms towards Europe, with JD.com pursuing organic expansion through Joybuy while...

BHP Group: Copper-propelled FY26 results, but it's time to book profits

Earnings/Sales releases World’s largest miner i.e. BHP reported strong FY26 results, which also resulted in highest dividend being announced in four years. Copper was the biggest driver and was...

Coloplast: Beat on revenue, miss on margin - Kerecis reset still in progress

Earnings/Sales releasesColoplast delivered a mixed Q3 FY26: revenue beat consensus but EBIT missed , with the margin declining for a third straight quarter. The Wound & Tissue Repair division – the...

UCB: An unimpressive upgrade-led correction opens a rare opportunity

Latest The H1 results exceeded expectations, backed by strong growth in Bimzelx and other key products. Consequently, the management revised the full-year guidance upwards. However, the markets were...

BHP capitalizes on its strategic pivot towards copper

It's a fanfare year for the Australian mining group, which is back to profit levels that it has not seen in twelve years, excluding the abnormal, massive distortion recorded during the pandemic.

Hangzhou SF Intra-city Is Leveraging Delivery Scale For Profitability

The harder question is whether Hangzhou SF Intra-city Industrial Co., Ltd. can turn scale into lasting profits.

AUB Group's Scale Game Isn't Fully Priced In

AUB Group Limited is proving that it can keep growing through acquisitions and sharper execution, although the market doesn't seem convinced yet.

Newborn Town Builds on China's AI Push

Can Newborn Town Inc.'s recent growth trajectory be sustained over the long term?

SKAN: Healthy backlog and strong S&C performance confirm FY guidance

Earnings/Sales releases Skan delivered 22.2% net sales growth with a healthy order intake and a backlog growing 27.8% compared to the end of last year to CHF 442.3m. The configuration mirrors last...

Powered by Nvidia, Fabrinet wraps up another year of growth

Founded by a former Seagate executive, the contract manufacturer of precision optical and electromechanical equipment, based in the Cayman Islands but mainly operating out of Thailand, remains...

Is it time to revisit Capgemini at under 10x earnings?

Riding the post-Covid wave before taking the hit from higher interest rates and AI fears, Capgemini has seen its valuation slide back to historically low levels. Is it time to return to the stock, or...

Aluminium vs. Copper: an interesting battle is underway

Latest Two of the market’s most favoured Base metals, i.e., aluminium and copper, are at an interesting juncture. While both have had a strong run since early 2025, the underlying drivers are...

Sandoz: The biosimilar magic continues

Latest The Q2/H1 results surpassed expectations, again driven by the Biosimilars growth engine, as Generics posted muted growth. Also, the management reaffirmed its full-year guidance. With Sandoz’s...

Spinneys' Expansion Ambitions Faces Cost Pressures

Sustaining margins may prove a tougher test for Spinneys 1961 Holding plc.

Shimadzu Finds Several Growth Engines

Behind the stock's recent rise is growing demand for Shimadzu Corporation's products across research, healthcare and semiconductors.

Geely spared by the pullback in China's auto market - for now

China's leading automaker, still neck-and-neck with rival BYD, posted H1 revenue that is up 15%.

European soccer whets investors' appetites

A consortium led by Jeff Bezos, Amit Bhatia, son-in-law of steel magnate Lakshmi Mittal, and Eduardo Saverin, the ousted Facebook co-founder have announced that they are taking a 30% stake in...

AP Moller-Maersk: 2026 guidance raised

Earnings/sales releases The Q2 2026 results were above expectations. In Ocean, the group benefited from solid volume growth and a strong increase in freight rates, supported by surcharges passed on to...