Equity Analysis

ASML retains investor support despite uncertainties

It is difficult to know what to make of the group's 9m results.

Cairn Homes' new schemes and strategic acquisitions

Cairn Homes' H1 25 results showed a decline in revenue, impacted by fewer home deliveries and lower site sales. Despite this, the company launched several new schemes and acquired strategic sites,...

UCB's promising outlook after H1 25 results, with clinical highlights

UCB demonstrated robust growth momentum in H1 25, driven by strong performance across key product launches and strategic advancements in dermatology and immunology. The company's impressive revenue...

Who will stop BlackRock?

Indeed, it won't be the third quarter of the year, which saw the New York-based giant's assets under management reach a record $13.463 trillion.

General Mills: the recipe's no longer valid

The American agri-food giant is at its lowest since Covid. The stock has lost around 24% since January and has almost halved since its 2023 highs.

LVMH: good news again?

The world's leading luxury goods company is returning to growth for the first time this year. Demand in China is picking up and figures slightly exceed expectations. The stock is up 13% this morning.

JYP Entertainment eyes strong 2025

JYP Entertainment announced an excellent operational momentum in Q2 25, propelled by exceptional global artist tours, innovative release strategies and deepening brand collaborations. The company's...

Gildan Activewear expands via merger with HanesBrands

Gildan Activewear's Q2 25 results included impressive revenue growth and a substantial expansion in its margins, driven by strong performance in the Activewear division. In addition, the strategic...

Entain posts solid Q3, but heavy debt casts a long shadow

Entain delivered a steady third quarter, helped by online growth and a strong performance from its U.S. joint venture BetMGM, but the Ladbrokes owner remains hemmed in by debt and leadership...

Publicis: reaping the rewards of its strategy

Now the world leader in advertising, the French group is defying the current difficult economic climate and posting impressive organic growth for the first nine months of the year.

TSMC, the silicon titan on its way to new records

In six months, its stock has soared 59%, and 29% in the last three months, propelling TSMC to a market capitalization of over $1.2 trillion. This meteoric rise is not due to a passing fad, but is...

HealthEquity's tech-powered innovation

HealthEquity Inc.'s business momentum remains robust throughout Q2 26, with growth in HSAs and innovative digital offerings, continuing to distinguish its growth trajectory in a competitive landscape....

T-Mobile's strategic expansion of its T-Satellite with Starlink

Recent updates by T-Mobile US highlight significant achievements, including robust Q2 25 earnings with notable revenue and earnings growth, strategic expansions like the T-Satellite service and...

Ericsson recovers thanks to margins and a strategic contract with Vodafone

The Swedish telecommunications group has published mixed quarterly results, but better than expected in operational terms. The sale of iconectiv and continued cost-cutting efforts have supported...

Giga-Byte powers ahead with AmpereOne

Giga-Byte demonstrated robust business momentum in Q2 25, propelled by strong growth across both its global brand and diversified solutions segments, alongside expansion in overall profitability and...

Richelieu Hardware is back on track

After eighteen months of declines caused by the fallout from the pandemic and a crippled construction sector, the Montreal-based hardware distributor is set to return to organic growth in 2025.

Magnite: growth prospects with AI Solutions

Magnite performed well in Q2 25, driven by significant growth in its Connected TV segment. Strategic upgrades to its ClearLine platform and a partnership with the Digital News Publishers Association ...

Another slowdown at Porsche

The manufacturer delivered 212,509 vehicles in the first nine months of the year, compared with 226,026 in the same period last year.

Otis Worldwide Corporation : Steady Ascent in a Slower Market

Otis is the global leader in elevator and escalator manufacturing, installation, and service. Every day, its systems move more than 2.4 billion people across over 200 countries and territories. With a...