Analysis: Stocks

Kingfisher: Q1 Trading: A decent start to FY26/27; tricky times ahead

Earnings/Sales releasesKingfisher's Q1 FY26/27 performance was broadly in line, with group LFL sales down 0.9% yoy. Strong trade momentum at Screwfix cushioned weather-driven weakness at B&Q ....

Grifols' Insatiable Appetite

Grifols' stockmarket history has indeed been a rollercoaster. The laboratory remains under constant pressure from heavy debt and has faced repeated assaults from short sellers. In this context,...

Alibaba Health is Winning Battles but Losing the War

Even with bulletproof balance sheets and a captive digital audience, Alibaba Health Information Technology Limited is trading at a discount as investors lose faith in its growth plans.

Ansell Transforms Steady Revenue into Strong Earnings

Ansell Limited is riding a steady safety-driven demand wave, although its recent performance is more reliant on pricing and efficiency rather than real volume growth. The stock is up, but still below...

British Telecom Operator BT liked by Market once again

After seemingly leaving it for a dead duck, the market has suddenly rediscovered its appetite for the UK's incumbent telecommunications operator.

Astra's Cracking Under Saudi Arabia's Softening Industrial Scene

Astra Industrial Group is caught right in the middle of a squeeze, trying to turn a cooling economy into cold, hard cash.

Is Mphasis' AI Pivot Just Hype?

Mphasis Limited is navigating a tricky transition, where steady financial performance meets a softening share trajectory. Is their bet on AI-led deals enough to drive growth, or are investors still...

Codan Rally Strong, but Sustainability Doubtful

Codan sells a nice growth story, but it's not new. Its business of communications and metal detection sounds safe and diversified, yet earnings still depend on cycles, contracts and timing.

Under Armour shareholders carry more weight than its earnings

The case of the sportswear brand favored by fitness enthusiasts illustrates the difficulty of investing in the fashion and apparel sector.

Burberry: The hardest part is yet to come

Britain's iconic luxury brand has posted mixed FY 2026 results.

Richemont: When jewels outshine headwinds

Earnings/Sales releases Richemont delivered FY25/26 with impressive top-line momentum but slightly softer profitability. Sales maintained double-digit growth with Q4 accelerating to 13%, driven by...

Swiss Life Holding: Swiss Life 1Q26: Robust fee growth and a bolt-on in Germany

Significant news Swiss Life reported a solid set of figures for 1Q26, reflecting continued positive commercial momentum across the group, though adverse Market movements weighed on the financial...

Richemont again leads the rest

It has been another successful year for Richemont, which has been spared by the ebbing tide currently affecting the luxury sector.

Profits Can't Hide Macquarie's Valuation Limits

Beneath the blockbuster profits lies a frantic sprint by Macquarie Group Limited before the market's fragile cooperative streak runs out.

Is Chery Automobile Speeding Ahead or is it in a Spin?

Chery Automobile Co., Ltd. is riding a powerful industry shift, although the story isn't all that clean cut. Sales remain solid, margins are improving, although profits feel under pressure.

King Slide Works: The Essential Safeguard for Nvidia's Monsters

Having skyrocketed over 1,000%, a near-monopoly and margins close on 70%, the case is bound to catch invesytors' eye. This Taiwanese company's business is anything but revolutionary. It serves as...

Despite Hoka's Success, Gravity Takes Hold at Deckers

An end to the euphoria as both growth and valuation normalize for the parent company of Hoka and UGG.

Sage: Do not focus on short term noise, stay focused on fundamentals

Earnings/Sales ReleasesSage reports a first half marked by accelerated growth driven by the execution of its AI Strategy. All key metrics are growing at a double digit pace, with simultaneous margin...

Suedzucker: Suedzucker FY25/26: still bitter

Earnings/Sales Releases Südzucker released its FY25/26 annual report, confirming preliminary figures without surprises. The year was marked by significant losses in the sugar segment, partially...