Analysis: Stocks

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.

Yangzijiang's Profits Rise Even as Risks Cloud the Horizon

A favorable shipping cycle and steady delivery of higher-priced vessels are at the wheel of these results at Yangzijiang Shipbuilding Ltd., though timing fuels this momentum more than structural...

TechnologyOne's Growth Is Coming at a Cost

As it turns out, record profits and revenue may not be enough.

Electrification Continues to Support European Registrations as Chinese OEMs Reach 10% Share

Significant news European passenger car registrations are maintaining positive momentum, primarily due to the growth of electrified powertrains, particularly BEVs, with Tesla playing a significant...

A hot peptide summer

Latest Rather than trying to figure out who will win the obesity race, why not bet on more defensive upstream API production? Fact Add rating reiterated on Bachem. Polypeptide may raise FY26...

Koei Tecmo Is Stuck Between Hits and Hype

Koei Tecmo Holdings is riding a wave of global demand for Japanese content. Even though recent gains came from hit titles and partnerships, the story isn't that simple.

ENN Energy Is Facing Policy Tailwind Against Ground Reality

ENN Energy Holdings Limited is stuck between slowing core gas demand and a fast-growing new energy push, while the stock stays cheap as investors play the waiting game.

Revenue Runs at Motherson Sumi Wiring India as Profits Walk

Motherson Sumi Wiring India Limited is riding the EV wave and selling more but the profit line is still waiting for the cost cycle to catch up....

Has Furuno's Electric's Story Already Peaked Despite Japan's Defense Boom?

Furuno Electric Co.'s growth trajectory remains reliant on managing operational milestones and macroeconomic factors.

Targeted by Castlelake, EasyJet Braces for Shareholder Revolt

While EasyJet's board has rejected the takeover proposal from Castlelake, a credit and aviation specialist controlled by Brookfield, the bid may find significant support among the airline's frustrated...

Can Riyadh Cables Turn Contracts into Cash?

Riyadh Cables Group Company is riding the wave of Saudi Arabia's massive infrastructure expansion. But rising direct costs complicate execution.

CRH Continues Its American Conquest

Over the weekend, reports surfaced in the press regarding the highly probable acquisition of Arcosa by the Irish industrial giant.

HealthEquity, Inc. : Saving Americans One HSA at a Time

Founded in 2002, HealthEquity has built its business around a simple premise: help Americans spend and save smarter on healthcare through tax-advantaged accounts. With employer healthcare costs...

Allegion plc : Security Everywhere

Allegion is a Dublin-headquartered security products company spun out of Ingersoll Rand in 2013, built around a portfolio of category-defining brands - Schlage, Von Duprin, CISA, SimonsVoss - that...

Saint-Gobain: Bad days are over? Inside Saint-Gobain's profitability bridge

Significant news Saint-Gobain's recent performance has seen better days, hurt by unusually calm weather in North America. However, the worst is now behind it, claimed CEO Benoit Bazin and CFO Maud...