Analysis: Stocks

DnB: Q2: Solid beat and rates tailwinds confirm top Nordic pick view

Earnings/Sales releases DNB’s solid Q2-26 PBT of NOK 13bn beat consensus by 3%, driven by stellar asset quality with a cost of risk at 6bp . While NII felt temporary pressure from mortgage...

The 3 European stocks that analysts like the most this summer

Now that you have been tempted by this alluring headline, we need to see whether there is any common thread between online betting, X-rays and a game of Catan. None, at first glance. But actually, yes...

Tata Consultancy: Caught in the AI of the Storm

It looks like financial payoffs from AI for enterprise IT providers are work in progress.

China Medical System Innovation Momentum Faces Reality Check

The country's innovation push is creating opportunities, although China Medical System Holdings Limited must now prove its expanding pipeline can generate returns. ...

Shin-Etsu's AI Bet Faces PVC Drag

Shin-Etsu Chemical Co., Ltd.'s semiconductor materials business continues to benefit from AI-driven demand, but weaker conditions have weighed on profits.

Antofagasta's second-half challenge

Antofagasta's copper mines delivered a steady second quarter, but the company will need a much stronger second half to meet its annual targets. Production was broadly unchanged from the first three...

Richemont relights luxury's flame

Geneva-based Richemont has regained sector leadership in recent months, with LVMH and Hermes having slowed a bit. Its Q2 numbers confirm the company's position and point to better outlooks for the...

Interactive Brokers Group, Inc. : The Automation Advantage in Electronic Brokerage

Interactive Brokers is a leading online broker offering access to stocks, options, futures, currencies, bonds, funds, and cryptocurrencies across more than 170 market centers in 40 countries and 29...

Where would AI lead Pharma in the long run?

Latest Pharmas' AI investments pour broadly into two areas: Compute infrastructure, and AI models and platforms. Neither provides a long-term competitive advantage since money can buy access to them....

Tata Elxsi's Growth Engine Needs a Tune-Up

Slower profits and a sharp slide in the share price show the market wants evidence before it buys back into Tata Elxsi's story.

Magna International Confronts New Industry Realities

The margin recovery is real, and so are the risks. The question is which one the market is paying attention to.

Ericsson: Margin resilience highlights operational strength amid near-term cost pressures

Significant newsEricsson delivered a resilient second-quarter 2026 performance despite a challenging operating environment. Organic sales declined 1% YoY, while the adjusted gross margin improved to...

Drägerwerk AG & Co KGaA: Strong Q2 beat; EBIT guidance floor raised

Earnings/Sales releases Dräger delivered a strong set of Q2 2026 preliminary figures, with both revenue and earnings ahead of consensus. The guidance upgrade on the EBIT margin floor was the key...

Backlog Keeps the Engines Humming at Cirrus

Aircraft sales, service revenue, and a growing ecosystem continue to push Cirrus Aircraft Limited forward, but investors seem unconvinced.

Obayashi Is Poised to Capture Japan's Infra Expansion

Japan's infra opportunity is clear; whether it can be fully captured remains the more important question.

AkzoNobel: Another acquisition attempt by Nippon - rejected!

Latest AkzoNobel has rejected another acquisition bid from Nippon Paints. The cited reason for Undervaluation is hardly surprising, given that the implied valuation multiples offer little meaningful...

Can AI's newly rich revive luxury stocks?

While Wall Street is getting drunk on silicon, part of the wealth created by artificial intelligence is landing in Asia's luxury department stores. Bernstein sees an ''AI wealth effect'' that could...

PageGroup finds its footing

The recruitment group is still operating in a weak hiring market. But a better second quarter, rising productivity and growth in Asia and the Americas suggest that the downturn may finally be losing...

AstraZeneca: An unexpected late-stage failure doesn't derail Astra

Latest Astra's cardiovascular drug, Wainua, failed a late-stage trial for a heart condition, and most of the drug's $5bn peak sales expectations hinged on this trial. Considering the firm's...