Analysis: Stocks

Vishal Mega Mart is Scaling Profitably Amid Retail Competition

India's consumption story is unfolding. The next chapter depends on whether Vishal Mega Mart Ltd can capture that spending.

Will Moderna Wake Up the Health Care Sector?

Do the clinical results announced by Moderna and Merck & Co yesterday mark a turning point for oncology? That's a question worth several hundred billion dollars. The stock market, never shy about...

Carlsberg: The engine is slowing

Earnings/Sales releases Carlsberg delivered mixed H1 results, with Q2 showing a clear loss of momentum. China deteriorated sharply and Western European volumes remained soft, while CEEI and soft...

Smith & Nephew: Revenue miss triggers guidance cut

Earnings/Sales releases S&N Q2/H1 26 print disappointed: revenue missed consensus, forcing management to cut FY26 revenue growth guidance to 4% from 6%, while Orthopaedics and Wound Bioactives...

H Lundbeck: Q2 beat, but pipeline execution remains non-negotiable

Earnings/Sales releases The Q2 sales were ahead of expectations, though profitability was in line with consensus. Strong growth for the migraine drug Vyepti, depression/schizophrenia medicine Rexulti...

Geberit: Volumes are delivering amid a still-challenging environment

Significant news Geberit delivered a strong Q2 2026, with revenue of CHF 838m, c. 4% above consensus, and local-currency growth of 8.8%, versus 4.7% expected. EBITDA reached CHF 246m, c. 3% ahead...

Emmi: A stronger base with the same ceiling

Earnings/Sales releases Emmi reported a strong H1, driven by better-than-expected volume-led growth and improvements in the Swiss market, resulting in a slight upgrade to Organic Growth guidance....

Home Depot delivers the essentials

The retailer's H1 results were solid. They have long been viewed as one of the primary barometers of discretionary spending in the United States. They underscore the economy's steady footing, or at...

Steyr Motors AG: Defense delays drive FY26 cut; intact backlog underpins the growth story

Earnings/sales releases Steyr reported soft H1 results due to delays in high-margin defence projects, impacting earnings. The group downgraded its FY26 guidance as these projects are deferred to...

Air Arabia is Flying Through Cloudier Skies

Long-term demand for aviation looks stronger than ever, although unfortunately for the sector, geopolitical tensions do not always follow the script.

China's Tea Industry Brews Growth for Guming Holdings Limited

Indeed, investors are assessing whether the company can uphold its earnings momentum.

JB Hi-Fi is Caught Between Growth and Caution

Its share price suggests the market is more interested in future hurdles than recent execution.

Against headwinds, Carlsberg laboriously finds its way back to growth

The Danish brewing giant still generates half of its consolidated revenue from the mass-market beer segment. Meanwhile, sodas now represent a third, with premium beers counting for a sixth.

Squeezed at home, constrained in the US: China's retail pivot to Europe

Latest China's weakening consumer backdrop and tougher US trade environment are pushing Chinese e-commerce platforms towards Europe, with JD.com pursuing organic expansion through Joybuy while...

BHP Group: Copper-propelled FY26 results, but it's time to book profits

Earnings/Sales releases World’s largest miner i.e. BHP reported strong FY26 results, which also resulted in highest dividend being announced in four years. Copper was the biggest driver and was...

Coloplast: Beat on revenue, miss on margin - Kerecis reset still in progress

Earnings/Sales releasesColoplast delivered a mixed Q3 FY26: revenue beat consensus but EBIT missed , with the margin declining for a third straight quarter. The Wound & Tissue Repair division – the...

UCB: An unimpressive upgrade-led correction opens a rare opportunity

Latest The H1 results exceeded expectations, backed by strong growth in Bimzelx and other key products. Consequently, the management revised the full-year guidance upwards. However, the markets were...

BHP capitalizes on its strategic pivot towards copper

It's a fanfare year for the Australian mining group, which is back to profit levels that it has not seen in twelve years, excluding the abnormal, massive distortion recorded during the pandemic.

Hangzhou SF Intra-city Is Leveraging Delivery Scale For Profitability

The harder question is whether Hangzhou SF Intra-city Industrial Co., Ltd. can turn scale into lasting profits.