Analysis: Stocks

CD Projekt: Update after a meeting with CD Projekt

Significant news On 6 July, we met with CD Projekt’s IR team in Warsaw to discuss the company’s current situation and our forecasts. Fact We believe that the 70% reduction in CP2077 price had a...

Rogers Communications Is Growing with a Steady Core

Rogers Communications Inc. has had a decent run in the market, but the real story underneath is less exciting. Growth is leaning on new additions, while its core telecom business still feels slow and...

Hirose Electric Benefits from Revenue but Valuation Tightens

Japan's technology investment cycle is accelerating, and Hirose is a clear beneficiary. The challenge is whether fundamentals can keep pace with optimism.

BWP Trust Relies on Higher Rents to Boost Net Profits

Australia's multi-billion-dollar infrastructure boom and a resilient retail sector should have helped BWP Trust. How far will this ideal market placement help the company?

Hermes at 1,600 euros: what if real luxury is somewhere else?

The recent pullback in luxury has created genuine buying opportunities. Yet the price of entry into the industry's giants remains high. A closer look at three companies with compelling profiles,...

Sky Perfect JSAT's Profit Soars on Space Boom

Japan's space push is giving Sky Perfect JSAT Corporation a tailwind, lifting profits with tighter costs while the market cheers the story harder than the actual growth.

Jindal Stainless Targets Growth Beyond Market Skepticism

India's largest stainless-steel producer is expanding into a policy super cycle, but the market isn't paying for it yet.

Car Tech Puts BlackBerry in the Fast Lane

BlackBerry Limited enters its next phase of growth with greater scale, but execution remains the ultimate differentiator.

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...

Sino AG: H1 26: Volatility hedge status and trade republic share sales boost results

Earnings/Sales releases sino AG unveiled fantastic results in H1 26 , with strong top-line growth as well as a significant improvement in profitability driven by operations and the sale of Trade...

Currys: A healthy end to FY25/26: Recurring revenues could drive the next phase

Earnings/Sales releases Currys delivered FY2025/26 results broadly in line with street expectations, while management highlighted a ‘very solid' start to FY2026/27 and reiterated confidence in...

Global Flight Boom Puts BOC Aviation in First Class

…for now. With geopolitical fires threatening to choke airspaces, the leasing giant must navigate operational turbulence to keep its momentum alive.

Goodman Group's Growth Comes With a Catch

Goodman Group is chasing the new wave of data and logistics demand while juggling a more complex, capital-heavy playbook. The business is still growing, but the market is waiting to see if all that...

South32: A radical move with a possible tactical undertone

Latest South32 has announced sale of Aluminium and related assets to Alcoa. This is a surprising move as Aluminium was key pillar over the years and recently, had also gained materially on back of...

Saudi Aramco Base Oil Company Slicks Back Headwinds to Collect Profits

Escalating Middle Eastern supply chain friction will test whether these earnings can stay slick.

Why Advantest Is AI's Profitable Gatekeeper

Yet, as the stock touches the sky, investors must weigh whether this AI momentum can survive a looming slowdown in traditional automotive and industrial chip sectors.

Nike's full-blown slump

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

MLCC Prices Surge as AI Supply Chain Faces New Bottleneck

The massive wave of investment in artificial intelligence servers continues to strain increasingly broad segments of the electronics supply chain. Following GPUs, HBM memory, and advanced substrates,...

Cobalt Surge Delivers Windfall for Global Production Leader CMOC

The recent spike in cobalt prices has bolstered the market capitalization of Chinese giant CMOC, which alone accounts for approximately one-third of global production.