Analysis: Stocks

Indegene: Leveraging Growing Client Base for Revenue Expansion

AI is opening new doors across life sciences, but Indegene Ltd. now needs to translate that opportunity into stronger earnings.

Onewo Grows While Profits Take a Detour

A weaker share price raises an obvious question: what is the market missing?

Defense Contracts Save Service Stream from Telecom Slump

The opportunity looks hard to miss, but investors are no longer paying for potential.

Fortescue Plays It Safe

The world's No. 4 iron ore producer, which is topping 200 million tons in annual output for the first time, is falling in step with its peers and now aims to diversify into copper.

BHP again shows the Difficulty Investing in Mining

This week, the financial press hailed the excellent results posted by the world's largest mining group.

Smartgroup Corporation is Driving Earnings Through Operating Leverage

Smartgroup Corporation Ltd's next challenge is converting policy-driven demand into lasting earnings growth.

Alibaba goes all-out in AI race

On the highway to artificial intelligence access, Alibaba is positioning itself as the owner of the computing power, and the toll booth on the bridge.

Estée Lauder Stages a Comeback

The group's revenue rose 5% for FY 2026, while its operating results moved back into the black.

Will Moderna Wake Up the Health Care Sector?

Do the clinical results announced by Moderna and Merck & Co yesterday mark a turning point for oncology? That's a question worth several hundred billion dollars. The stock market, never shy about...

Home Depot delivers the essentials

The retailer's H1 results were solid. They have long been viewed as one of the primary barometers of discretionary spending in the United States. They underscore the economy's steady footing, or at...

Lotus Bakeries, the most expensive speculoos on the (stock) market in Europe

Lotus Bakeries shares topped the EUR13,000 mark this week to set a new record. The Belgian company is not only one of the most expensive stocks on European exchanges, it is also one of the...

CGI's Recent Acquisitions Are Starting to Pay Off

Even as CGI Inc. is expanding earnings, investors are more focused on the trajectory of future revenue growth.

Rogers Communications' Growth Comes at a Premium Valuation

Telecom company Rogers Communications Inc. needs to capture more value from every consumer.

1H26 Reinsurance review: Good numbers, outlook still challenging

Latest The 1H26 results were strong across the reinsurance sector. At the half-year stage, the FY targets generally looked as secure. However, restated for the exceptionally favourable nat cat...

Faes Farma: Mixed Q2; on track to meet full-year goals

Latest Q2 profitability beat expectations; however, the top line lagged consensus. The quarterly growth was driven by strong performance in Latam, animal nutrition, and the integration of...

Hikma Pharmaceuticals: H1 profitability beat; but needs internal biosimilars for sustained re-rating

Latest The H1 profitability surpassed consensus, though sales matched expectations. The Branded segment was the sole driver of sales growth in H1, though profitability was underpinned by improvements...

Mayr-Melnhof Karton: Despite meaningful cost savings, Q2 was weak and outlook is still gloomy

Earnings/Sales Releases Q2 was weak, despite various cost savings – the target/scope of which has also been expanded through to 2027. Division-wise, the story is the same, i.e., Packaging's...

UNIQA Insurance Group AG: UNIQA 1H26: Reserve strengthening masks robust fundamentals

Earnings/Sales releases UNIQA's 1H26 results were mixed at first glance. While profit before tax increased by a healthy 10%, this was mainly driven by capital gains, with the technical result...

Siegfried: Well on track to meet FY26 guidance

Earnings/Sales releases Siegfried delivered a strong set of results in 1H26. Net sales grew by +2.2% YoY , largely supported by the additional revenues generated by the acquisitions closed on May 1st,...

JNBY's Growth Stitch Holds Firm

While investors are waiting to see if the stock catches up.

Hunting's two-speed recovery

Hunting provides specialist products and services to industries including aerospace, power generation, healthcare, and oil and gas. The British group's first-half figures tell two stories. Its newer...

BioNTech, neoantigens by proxy

On August 19, BioNTech did not announce anything. No press release, no trial readout and no pipeline update. However, the stock jumped almost 22% to $113.12, riding Moderna's phase 3 success in...