Analysis: Stocks

Crompton Greaves Is Wired for Growth Even as Costs Weigh Heavy Now

The opportunity looks compelling for Crompton Greaves Consumer Electricals, although whether growth can outpace rising costs is the question that matters most.

Can LTTS's Engineering Intelligence Strategy Reignite Market Confidence?

Strong demand for AI-led engineering supports L&T Technology Services Limited's long-term outlook, but improvement in profitability remains an area for attention. ...

Tuhu Car Stuck Between Growth and Reality

Tuhu Car Inc.'s business keeps advancing, although its shares suggest that investors are more interested in profit delivery than growth promises.

Levi's pulls off its comeback

A strong operational and market run for the venerable denim brand, whose shares are back trading near their five-year highs.

Backed by Uber, Lime still needs to convince investors that its model is viable

Urban micromobility specialist Lime went public last week.

With mixed reviews, Bending Spoons' IPO makes history rhyme

The group behind Evernote, Meetup, WeTransfer, Vimeo, AOL and other digital assets is now listed on the Nasdaq with a valuation of $27bn.

Meta knocks neo-clouds out of the sky

Meta's entry into the market for renting computing power significantly changes how investors should read the investment cycle in artificial intelligence.

Ford manages to maintain its appearances

All the American automaker's lineups remain highly successful.

Terafab, a disruptive project or a damp squib?

With Terafab, Elon Musk is taking another step in his industrial ambition. The head of Tesla and SpaceX is considering building a mega semiconductor plant in Texas, designed to compete with the...

Nike's full-blown slump

As Wall Street opens this afternoon, investor reaction to Nike's latest results is expected to be overwhelmingly negative.

Suedzucker: Südzucker Q1 26/27: Better margin, but sugar still bitter

Earnings/Sales releases Südzucker reported an improved Q1 margin, with EBITDA increasing despite a decline in revenues. This improvement was primarily driven by CropEnergies and reduced costs. The...

Barry Callebaut: Barry Q3: First signs of recovery

Earnings/Sales releases Barry Callebaut is exhibiting initial signs of growth, with volumes increasing after two years of decline and a slight improvement in customer confidence as cocoa bean prices...

2050: A Gas Odyssey

Significant newsGlobal LNG demand is set to grow from 422 mtpa in 2025 to nearly 700 mtpa by 2050, a 65% increase over the period, with South and Southeast Asia driving roughly 40% of that growth....

Tesco's Central Europe review: Positive read-across for Jeronimo Martins

Latest Tesco is reportedly reviewing strategic options for its Central European operations to sharpen Capital Allocation and focus on its core UK business. Such a development could enable Jeronimo...

Industrivärden: A very strong Q2 despite Iran war worries

Earnings/Sales releasesIndustrivärden has just released good Q2 26 results despite Iran war worries, as it is exposed to names relatively preserved from the Middle East chaos in the very short term....

Lundin Gold Goes Beyond The Gold Rally

Record cash flows and surging profits highlight Lundin Gold Inc.'s strength, but a softer share price suggests that investors are looking beyond the gold rally.

The end of Europe’s defense dream?

Significant newsDefence stocks rallied on the promise of a European rearmament supercycle. NATO’s commitment to raise defence and security spending to 5% of GDP by 2035 looked like the ultimate...

Telstra stock finds its footing again in the market

Australia's leading mobile operator is climbing back after a tricky cycle.

Kinnevik Investment: Q2 26: Kinnevik reaffirms strategic change at the helm

Earnings/Sales releases Kinnevik published apparently good results in Q2 26, simply driven by multiple expansion and positive currency changes. The positive aspect for shareholders was rather seen in...

How does the AI Capex look three years down the line?

Significant news This note examines whether the current AI infrastructure investment boom is sustainable, questioning if hyperscaler capital expenditure can support consensus semiconductor revenue...

Link REIT Waiting For The Rent Reset

Link Real Estate Investment Trust looks like a company caught between yesterday's leasing pain and tomorrow's recovery hopes, with investors still waiting for the second part of that story to show up...