Analysis: Stocks

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.

Sainsbury: No major surprises in Q1 trading

Earnings/Sales releasesSainsbury delivered a broadly in-line Q1 FY26/27 trading update, with grocery sales remaining resilient and Argos outperforming expectations through improved operational...

Can Hansoh Pharmaceutical Monetize Its Expanding Drug Portfolio?

Hansoh Pharmaceutical Group Company Limited's growth from new drug development is translating into stronger earnings, though future returns depend on continued pipeline success.

Is China Shenhua Energy Running out of Steam?

A quick look at the latest numbers shows that the company is working way harder for less payout, making investors wonder if the stock has peaked.

Prosus: Strong FY26, weaker FY27 visibility

EARNINGS/SALES RELEASESProsus delivered another high-quality set of results, beating consensus across all major operating metrics while further improving profitability and free cash flow. However, the...

Sanrio's Growth Story Fails to Lift Stock

Sanrio Company Ltd is s benefiting from Japan's historic tourism surge but beneath the surface lies a cost reality.

Can NMDC Group's Record Backlog Translate Into Profits?

As execution gets tougher and costs creep higher, scaling may prove harder than it looks.

Kingsoft Corporation's AI Push Blurs Profit

Kingsoft Corporation Limited is leaning into an AI push through its office business, but weak gaming performance and uneven earnings quality are keeping both its results and stock under pressure.

Trent Limited's Growth Is Solid but Can It Sustain This Momentum?

The company is raking it in by betting on the budget aisle, and it is paying off. For now.

Serial Acquirers: 3 Listed Companies Swallowing Businesses Without Choking

Any listed company can sign a check. Maintaining margins afterward and moving on to the next deal is another matter entirely. Some companies grow this way, methodically buying up their neighbors. The...

Quality at the Right Price: Zoetis

There are moments when the market stops paying for perfection and starts doing the math. Solid companies, long valued at a premium, suddenly find themselves penalized for a temporary slowdown, a...

Franco-Nevada Collects Profits as Prices Shine

Franco-Nevada Corporation is benefiting from rising gold prices, letting the market drive its performance while cash flows increase and the company continues expanding through new deals.

Will UAE's OPEC Exit Fuel ADNOC Drilling's Growth?

The UAE's dramatic break from OPEC production caps gives ADNOC Drilling the green light to deploy its rigs. But is there any money on the table for new investors?

Samvardhana Motherson's Growth Story is Going Strong as Valuation Peaks

India is manufacturing its next export engine. Samvardhana Motherson International Limited is already plugged into it. ...

Copper miners cave in, but the rest seem collateral damage

Latest There has been a sudden but sizeable sell-off of miners, especially for copper-heavy names. The fading AI frenzy could have been a catalyst. Interestingly, this happened after a sustained...

SpaceX Bets on Investors' Limitless Faith in Elon Musk

Fans of initial public offerings and the flamboyant, if not controversial, Elon Musk had better have a strong stomach.

KNDS Goes Public: Analyzing a Strategic Listing

The announced IPO of the Franco-German defense group comes at an opportune moment for the European defense sector, which has emerged from a long period of lethargy into a state of high-intensity...

Can ANYCOLOR Dominate Global Screens Beyond Japan?

The stark disconnect between the company's latest financial performance and market skepticism leaves investors wondering if the VTuber economy is just a passing fad.