Analysis: Stocks

Virbac, without the alibi

The world's sixth-largest veterinary lab, France-based and in the hands of its founder's family since 1968, Virbac sells antiparasitics, vaccines and nutrition products for companion animals and...

UBS: Still ahead of plan

Earnings/Sales releases UBS is successfully executing the final stage of its Credit Suisse integration and maintaining its upward momentum with a solid year-on-year quarter, driven by investment...

Standard Chartered: Reaffirmed confidence in future profitability recovery

Earnings/Sales releases The group posted a strong, albeit not fully sustainable, set of results, boosted by a low tax rate and a benign cost of risk. The management reiterated its 2026 and 2028 RoTE...

Danone: Top-line beat masks mixed quality

Earnings/Sales releases Danone reported a robust H1 performance, with significant Q2 acceleration, surpassing expectations. However, the underlying picture is slightly less favourable than the...

Presight AI Chases International Growth

Presight AI Holding PLC continues to land new business and is expanding overseas, although investors are waiting for proof that growth can translate into stronger returns.

Yamaha is Struggling to Find the Right Gear

Yamaha Corporation is showing signs of recovery, although the stock's next move depends less on demand and more on management's delivery.

RWE: Strong H1 26 and raised guidance, though Amprion's reporting shift warrants a closer look

Earnings/Sales releases RWE posted solid H1 26 results, boosted by Offshore Wind and Flexible Generation, and c.€100m one-off on Trading and Supply. This lifts 2026E EPS guidance by €0.40 and...

Mercedes-Benz Group: Soft Q2 beat, FY26 revenue guidance trimmed on China weakness

Earnings/Sales releasesMercedes reported subdued Q2 2026 results. Car profitability was hit by a significant China impairment, though the adjusted margin beat expectations. Tariffs, sharp China...

Deutsche Bank: Strong set of results

Earnings/Sales releases The group posted a strong set of results. This is largely attributable to stronger investment banking revenues, but all the other divisions also posted stronger-than-expected...

NXP: AI and software-defined vehicle momentum drive structural growth

Earnings/Sales releasesNXP delivered another strong quarter, exceeding guidance on revenue, margins, and earnings as both its company-specific growth drivers and core businesses accelerated. The...

Mercialys: Of inflation and AI

Earnings/Sales releases Organic Growth was strong in Q2 26. This was accompanied by a—albeit modest—upward revision of the full-year 2026 guidance, driven by the return of some inflation in...

Glencore: Trading made a killing in H1; attractiveness remains intact

Latest Even though the Swiss giant's H1 production was largely weak, key highlight of today's release was trading profits – which unsurprisingly swelled on the back of Iran war-induced price...

Logitech International: 1Q27: Commercial strength is nothing without suppliers

Earnings/Sales releases Logitech delivered a mixed quarter. On the bright side, confirmed commercial strength with market share gains even in declining categories, and well-controlled COGS supporting...

BioMerieux: H1 profitability largely met expectations; however, the mid-term guidance downgrade was disappointing

Earnings/sales releases Biomérieux's H1 profitability largely met expectations. Q2 sales growth was driven by increases across both segments, supported by its GO28 growth drivers. Management has...

GSK plc: Another beat; we appreciate the new CEO's aggressive intent

Earnings/Sales releases The Q2 results were ahead of expectations, backed by strong growth across GSK’s key focus areas. The management maintained its full-year guidance. Also, a new cost savings...

An unusual yet intriguing pair trade opportunity

Latest After a euphoric run, Antofagasta and Norsk Hydro are under selling pressure and now also have an extremely negative AV momentum metric. While growing supply risks and/or AI-driven rosy demand...

M6-metropole Television: Mixed Q2 due to foreseeable World Cup loss

Earnings/Sales releases M6 delivered mixed Q2 results with strong top-line growth and a bottom-line decline linked to the World Cup. We fail to see a durable improvement in market share and the audio...

Sulzer: 1H26: Fairly valued

Earnings/Sales releases Despite the strong performance, we are becoming more cautious. First, the Services business remains disappointing. Second, the full year is expected to be heavily weighted...

Sika: Back to growth, with more to come

Earnings/Sales releases Sika delivered a strong Q2 2026, with growth well ahead of expectations and broad-based momentum across EMEA, the Americas, and Asia-Pacific excluding China. The performance...