Analysis: Stocks

Currys: Strong Q1, muted reaction

Earnings/Sales releasesCurrys delivered a strong Q1 FY2026/27 performance, with group like-for-like sales up 7% yoy. Both UK&I and Nordics performed ahead of street expectations. Guidance was...

D’Ieteren Group: Strong H1 results and a disguised upgraded guidance

Earnings/Sales releases D’Ieteren posted in-line H1 26 results, benefiting from lower financial charges, notably while D’Ieteren Automotive continues to sink. The group reiterated its outlook,...

ABCL's Growth Story Comes From Every Corner

Aditya Birla Capital Limited's stock is nearing a peak, suggesting that investors like the story. However, the next challenge is living up to those expectations....

China Ruyi's Next Act Needs a Bigger Audience

China Ruyi Holdings Limited's shares remain under pressure as investors weigh weaker near-term earnings against a pipeline of unreleased films and games.

Finning Still on Track as Projects Pick Up

Equipment deliveries and aftermarket activity are keeping Finning International Inc. busy - the market has noticed this.

A balanced copper exposure trumps the often-chased pure-play one

Latest With excitement in Copper market remaining intact, there has been a natural dash for Copper-exposed miners. However, since Boliden's Q2 26 results were announced, the Swedish firm – key...

Inditex: Resilient demand, margins under closer watch

Earnings/Sales releases Inditex delivered another solid quarter, with Q2 26 sales accelerating to +9.1% YoY and current trading remaining strong at +9% cFx. Demand momentum remains highly encouraging....

Fortum: Google PPA anchors Loviisa extension and validates the AI thesis

Significant news Fortum has signed a 22-year PPA with Google for up to 50% of Loviisa's capacity, underpinning the circa €1bn lifetime extension to 2050. The deal de-risks €700m of pending...

Nordex Riding the Wind Again

The German onshore wind turbine maker is back in favor on the stock market, in analysts' good books once again.

Goldwin Awaits Clearer Skies After A Chilly Quarter

Goldwin Inc.'s brands are still drawing in crowds, but softer demand and shrinking profits suggest the path ahead may be trickier than investors expected.

Maaden Bets on Expansion While Margins Faces Scrutiny

Investment is laying the path for growth, although project delivery will shape the outcome.

Indestructible, Inditex thrives in what is otherwise a harsh environment

The Spanish apparel group, parent company of Zara, Pull&Bear, Bershka and Massimo Dutti, amongst others, published its interim results this morning.

Novartis: R&D setbacks are not palatable at premium valuations

Latest The last one week's string of R&D failures may raise concerns around Novartis's prospects beyond 2030, though they may not impact the mid-term outlook. While a healthy longer-term R&D track...

Bic: Bic - Credible plan, proof of delivery needed

Strategic plan Bic’s 2030 strategy is credible and modestly positive for earnings and cash flow, with c.3% Organic Growth and >15.5% Ebit Margin targets above the current consensus. Lower capex and...

Brown-Forman Still Trading at Valuation Multiples Not Seen Since the Subprime Crisis

No rebound, although operations have partly stabilized for the American spirits group that owns the Jack Daniel's franchise, which published its Q1 results last week.

Venezuela Updated: Fast Politics but Slow Barrels

Latest In January we read Venezuela's reopening as a geopolitical shock, not a supply shock. Washington no longer negotiates access, it takes equity in it: a 100-year concession over 17 fields and...

Prudent Turns Savings Into a Bigger Business

Prudent Corporate Advisory Services Limited keeps adding investors, products, and scale. But, can its business outpace expectations already baked into the stock?

AUX Electric Taps Appliance Upgrades but Power Cut in Earnings Momentum

AUX Electric Co. Ltd. is navigating a tricky patch as export markets soften and currency movements bite, leaving investors cautious.

Celestica Gains Ground Across the Connectivity and Cloud Stack

Celestica Inc.'s strong financial performance has improved sentiment, although investors continue to weigh the impact of shareholder dilution.