Stock market analysis : Equities
Lennar Corporation : Surprising the market
The quarterly results of this homebuilder are highly anticipated and serve as a barometer for the U.S. construction industry.
September 16, 2023 at 01:51 am IST
American Airlines Group Inc: bad timing
Between rising fuel costs and union pressure, the bad news just keeps on coming for the airline.
September 14, 2023 at 04:47 pm IST
Fevertree Drinks PLC : Hangover
The trendy tonic brand, which had seen a rapid surge in its stock price on the British market, released its half-year results yesterday.
September 14, 2023 at 04:44 pm IST
Ross Stores, Inc: a retailer in top form
Ross Stores specializes in affordable clothing and home furnishings, serving exclusively in the United States. Lately, it has gained popularity among households worried about their buying power and...
September 14, 2023 at 04:40 pm IST
Bowlero Corp: Number one in bowling in the USA
After a decade of restructuring, the bowling center operator, now listed on the stock exchange, released its annual results yesterday.
September 14, 2023 at 04:27 pm IST
KKR & the IPO of Kokusai Electric: revenge?
KKR, the American private equity firm, intends to take Hitachi Kokusai Electric, a Japanese chip equipment manufacturer, public on the Tokyo Stock Exchange by year-end. It would be the biggest IPO on...
September 12, 2023 at 04:58 pm IST
Walt Disney Company (The) : On ten-year lows
With its share price back on its ten-year lows, Disney is attracting the attention of many investors tempted by a contrarian gamble.
September 12, 2023 at 04:54 pm IST
AeroVironment, Inc. : sets new records
AeroVironment specializes in light UAVs, prowler munitions, military robots, and other remotely-guided military systems. They supply the U.S. Department of Defense and are expanding their commercial...
September 11, 2023 at 09:56 pm IST
BRP Inc: Spectacular growth, very low valuation
Many well-managed growth companies are currently undervalued, despite their strong performance, as if the market is anticipating a severe economic downturn.
September 11, 2023 at 09:48 pm IST
ABM Industries Incorporated : organic growth denied
On Friday, the prominent American cleaning and maintenance services provider, also known as a leader in facility management, released its third-quarter results....
September 11, 2023 at 09:45 pm IST
Amdocs Limited : The future of media communication?
Amdocs is a leading provider of software and services for approximately 400 communications, Pay TV, entertainment and media industry and other service providers in developed countries and emerging...
September 08, 2023 at 06:27 am IST
TOD\'S S.p.A. : (Small) arbitrage opportunity in the luxury sector
For investors comfortable with these configurations, the Italian luxury group remains a case to watch closely.
September 07, 2023 at 08:25 pm IST
RELX PLC : Champions of analytics
RELX is a UK-based provider of information content and analytical tools. It owns the world's largest platform for research publications. More concrete explanations in the analysis below.
September 06, 2023 at 09:02 pm IST
Stellantis N.V. : Why so little interest from investors?
Global scale, superb brand portfolios, balance sheet strength, an exceptional CEO and the support of a first-rate reference shareholder: one might be surprised that, despite so many assets,...
September 06, 2023 at 08:05 pm IST
KKR & the IPO of Kokusai Electric: Revenge is best served cold
KKR, the American private equity giant, plans to list Hitachi Kokusai Electric, the Japanese chip equipment manufacturer, on the Tokyo Stock Exchange by the end of the year. This would mark the...
September 06, 2023 at 07:58 pm IST
ID Logistics Group : Attractive valuation
Yesterday, the contract logistics specialist reported its financial results for the first half.
September 01, 2023 at 09:16 pm IST
Quanta Services, Inc.: Not in the most exciting industry, but it should be on your radar
As a prominent industry leader, Quanta Services holds a pivotal position in delivering comprehensive infrastructure solutions across diverse sectors, encompassing electric and gas utilities, renewable...
September 01, 2023 at 09:35 am IST
Delivery Hero SE : Digging its grave with its teeth?
Each of the big four names in the meal delivery sector is following a different strategy.
August 31, 2023 at 06:57 pm IST
Chewy, Inc. : E-commerce leader to x1 its sales
Chewy is the US leader in the animal feed delivery sector, with a good third of the market share. The company used to control more than half of this before the arrival of Amazon - which has taken...
August 31, 2023 at 06:53 pm IST
Lynas Rare Earths Limited : Caution advised
Last year, in the midst of speculative madness in the mining sector, MarketScreener pointed the finger at a number of suspicious cases and urged investors to exercise maximum caution.
August 30, 2023 at 08:03 pm IST
Commonwealth Bank of Australia : Australia's central bank launches digital currency project
Australia's central bank on Monday said it was launching a project to explore the potential use and implications of a wholesale form of central bank digital currency using distributed ledger...
November 02, 2020 at 05:08 am IST
Nikola’s turmoil was bound to happen
Obviously, start-ups tend to present their situation in the most favorable light to attract capital from investors. But they sometimes go too far and, in that respect, Nikola is a classic textbook...
September 22, 2020 at 06:58 pm IST
Who owns U.S. debt?
In 2020, a third of U.S debt is held by only two Asian countries.
July 01, 2020 at 08:05 pm IST
