Analysis: Stocks

Does Lodha Developers Have Room to Grow?

Lodha has entered its next phase with good momentum, although the market is now focused on whether this growth can be sustained at scale.

TECOM's Profits Rise as Commercial Leasing Segment Stays Strong

Beyond macro support, sustained earnings delivery is the next test.

Teradyne: AI is filling order book, but pace already starting to shift

Teradyne has just delivered a report that leaves little doubt about the strength of the current cycle. The semiconductor test equipment specialist beat expectations in Q2, issuing guidance well above...

Presight AI Chases International Growth

Presight AI Holding PLC continues to land new business and is expanding overseas, although investors are waiting for proof that growth can translate into stronger returns.

Yamaha is Struggling to Find the Right Gear

Yamaha Corporation is showing signs of recovery, although the stock's next move depends less on demand and more on management's delivery.

You Buy the ETF. Who Collects the Toll?

Millions of investors buy the MSCI World so they no longer have to pick stocks. The publicly traded company that defines this world charges a toll for that peace of mind. Its business model is...

The Bug in Your Ear: Cybersecurity Runs Into AI

Since 2022, the rise of generative artificial intelligence has upended the rules of cybersecurity. With attackers now equipped with AI, companies and security software vendors are accelerating their...

Owens Corning : A Higher-Quality Building Products Company

Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is a leading building products company focused on roofing, insulation, and residential door systems. The company operates in 31...

AppLovin Corporation : One Engine, No Games

AppLovin, founded in 2011, is a mobile advertising technology company based in Palo Alto, California. It builds the AI-driven infrastructure that connects advertisers with the users most likely to...

Adidas: Winning the World Cup at a cost

Earnings/Sales releases Adidas delivered record Q2 sales, driven by exceptional World Cup momentum and strong DTC demand. However, the group invested heavily in the event, diluting operating leverage,...

Vusion: H1 sales confirm growth remains a single-customer story as EMEA stalls

Earnings/Sales releasesVusion's H1 2026 revenue rose 29% to €839m in adjusted terms, within the €800-900m guided range, but the underlying mix confirms the group's dependency on a single contract...

Rentokil Initial: Turnaround Faces Fresh Setbacks!

Earnings/Sales releases Although RTO delivered H1'26 results slightly ahead of market expectations, the results reinforced concerns around the North American recovery. Weaker residential lead flow,...

GBL: Q2 26: Good performance across the board and a weird aggiornamento

Earnings/Sales releases GBL reported good performance from its private assets during the second quarter, both operationally and financially. We remain skeptical on the aggiornamento of the CEO on...

Wendel: Better execution, still a wait-and-see story

Earnings/Sales releases Wendel delivered decent execution in H1, with WIM confirming its targets, resilient but uneven portfolio performance, and shareholder returns ahead of plan. NAV growth remained...

London Stock Exchange Group: Solid H1, upgraded guidance, sentiment still lagging

Earnings/Sales releases LSEG posted solid H1 26 results, in line with consensus and our estimates. Organic growth decelerated in Q2 due to market normalisation, but subscription businesses held at...

Viridien: Backlog Momentum Builds, But Revenue Recovery Remains a 2027 Story

Earnings/Sales releases The quarter still bears the mark of the Middle East conflict on Sensing & Monitoring, though the underlying trend is improving. Revenue and profitability rise sequentially,...

Enel: HY 26: Grids and Commercial drive a solid H1

Earnings/Sales releases Good H1 26, with the integrated model once again proving its resilience. Ordinary EBITDA rose 3.2% to €11.8bn, ahead of consensus at €11.67bn, as strong performances from...

NEMETSCHEK GROUP: Is growth coming with growing doubts?

Earnings/Sales releases Nemetschek delivered another quarter of double-digit organic growth, expanding margins and strong revenue visibility, yet the stock was punished by the market. Investor...

Symrise: Cash conversion offsets mixed margin quality

Earnings/Sales releases Symrise delivered a clear sequential acceleration in Q2, led by food & beverage, Consumer Fragrance, and Aroma Molecules. The release is stronger on growth momentum and cash...

Wacker Chemie: Wacker needs more than savings for a rerating

Earnings/sales releases Wacker delivered strong Q2 results, supported by both prices and volumes. Adjusted earnings surged due to support from cost savings – the primary driver, better fixed cost...

Veolia: HY26: Strong organic delivery, pricing, efficiencies, volumes and M&A all pulling their weight

Significant news Solid H1 with earnings in line: EBITDA up 5% y/y to €3,552m , a 70bps margin improvement, and current net income up 10.4%. For FY26, Veolia confirms organic EBITDA growth of +5-6%...

Arkema: A strong Q2 but limited visibility for H2

Earnings/Sales releases Arkema reported strong Q2 numbers, underpinned primarily by pricing. Coatings were the positive outlier in volumes. EBITDA improved due to a better mix, pricing, and...

Anheuser-Busch Inbev: Cash flow joins the momentum

Earnings/sales releases AB InBev delivered another solid quarter, combining positive beer volumes with strong revenue per hectolitre and double-digit underlying EPS growth. Latin America continued to...

Anglo American: Copper propelled strong H1, but all positives seem baked in

Earnings/Sales releases H1 results were strong for Anglo and were largely driven by copper. While tailwinds in copper were obvious , the way forward seems tricky – both in output and price terms....

Scor: Scor 2Q26 results: Resilience confirmed

Earnings/Sales releasesScor has released a strong set of results for 2Q26, with a robust underlying performance in Property & Casualty, further supported by low natural catastrophe losses, and a...

Erste Group: Fine-tuned guidance on stronger growth momentum

Earnings/Sales releases The second quarter results were slightly ahead of expectations, driven by stronger growth momentum. This led management to slightly upgrade its reported net profit guidance for...

Tecnicas Reunidas: Record Orders and an upgrade

Significant news The first half confirms Técnicas Reunidas' operational resilience despite tensions in the Middle East . Underlying profitability improves, driven by the return-to-positive EBIT in...

Société Générale: Q2: Record profits, upgraded guidance, bigger buyback

Earnings/Sales releasesSocGen delivered another strong Q2 26 beat, with a net income of €1.8bn and 12.2% ROTE. French Retail NII and fee momentum, plus relentless cost cuts, drove positive jaws,...