Analysis: Stocks

Lloyds Metals is Going Full Steam Ahead, Can It Stay on Track?

Lloyds Metals and Energy Limited has spent the past year striking milestones, and investors are reaping the benefits.

The sportswear sector braces for a fight to the death

After a steroid-fueled growth cycle, the global athletic footwear market is facing a turbulent news cycle.

AI Infrastructure Spending Lifts Sumitomo's Chip Materials Demand

The push for faster chips could expand Sumitomo Bakelite Co. Ltd.'s role in the semiconductor value chain.

Deterra Royalties Unearths Profits Pending Activation of Thacker Pass

The market wants proof that assets beyond Mining Area C can drive the next phase of expansion.

Under fire from Yemeni militias, Saudi Aramco stokes investor fears

In a world where oil trades at triple-digit prices, all the major oil companies are posting record profits and hitting new highs in the stock market.

Under Attack, Fair Isaac Defends Its Monopoly

A monopoly position is an investor's dream. Until it isn't any more.

The Baldwin Group buyout could reignite momentum in the insurance brokerage sector

A consortium of investors led by Michael Dell's family office plans to take over insurance brokerage specialist The Baldwin Group.

Brutal Valuation Reset for Fidelity National Information Services

The provider of payments, core banking and compliance services has, for decades, handled the plumbing of the North American banking sector, operating in a near-oligopoly alongside rivals Fiserv and...

From a hunter, Uber becomes the hunted

Once the chief disruptor of the traditional economy, to the point that its name was rightly used to describe the phenomenon of uberization, Uber has suddenly shifted from predator to prey....

Luckin Coffee brings Abu Dhabi's sovereign wealth fund into its shareholder base

This $1 billion transaction is, of course, a footnote at Mubadala's scale, which has nearly $400 billion in assets under management, although it fits a broader push into the world's second-largest...

Checkout Lines Grow at BinDawood, but Investors Less Optimistic

The burden of proof now falls on BinDawood to demonstrate that growth can really be turned into lasting value.

Shanghai Conant Optical Bets Bigger on XR

The company's own brand portfolio is grabbing a much bigger piece of the cake.

Thales: Multiple growth engines

Significant news Thales combines one of Europe’s strongest defence-electronics franchises with several new growth levers. HexaForce and ZODIAC reinforce its position in command software and data...

Wizz Air Holding: After the fall, Icarus learns to fly lower

Strategic planThe Investor Day does not try to sell a new narrative; it is simply trading a growth story for a normalisation one. The war, the grounding, and the time it takes for routes to mature...

Allegro.eu: Excellent H1 results: higher 2026 guidance

Earnings/Sales releasesFor H1 26, Allegro delivered an excellent set of results and a very strong operating cash flow. The company's investments in AI are showing the first effects on process...

Next: International strength, efficiency gains

Earnings/Sales ReleasesNext has again raised its FY26/27 profit guidance following a stronger than expected H1, supported by accelerating international sales and additional cost savings, mainly in...

Bilfinger Takes a Hit but Sticks to Its Longer-Term Targets

A tricky macro backdrop and clumsy financial communication sent the industrial services group's shares to a brutal selloff this morning.

Endeavour Mining's Gilded Run Is Forged by Surging Price Hikes

How long will these prices keep the momentum going?

Bolloré: H1 26: A €2bn dividend comeback for family delight-

Earnings/Sales releases Bolloré published mixed results with good top-line and operating profit figures, but a bottom-line suffering from lower contributions from associates. The key takeaway from...

Aramco's Downstream Engine Keeps Turning Despite Fewer Barrels

Investors are assessing if Aramco's pricing strength can offset softer volumes and cash flow.

Hermes Suffers the Biggest Stock Market Correction in Its History

In a first in Hermes' history, this is the first time its market capitalization has posted such a sharp decline, down by half from its highs.

AXA: AXA's new strategic plan sets the stage for a rerating

Strategic plan AXA has unveiled its strategic plan for the 2027-29 period. While the targets did not include any major surprises, management's reaffirmed confidence in the group's medium-term growth...

China Overseas Property Gains More Ground but Still Seeks Momentum

China Overseas Property Holdings Limited's growth appears easier to find than earnings certainty, leaving investors focused on execution rather than ambition.