Analysis: Stocks

Descartes is Charting a Bullish Course with AI

As geopolitical friction and supply chain bottlenecks cripple traditional shippers, the Descartes Systems Group is leveraging its massive digital network. By blending aggressive M&A tactics and AI...

JTC grows as takeover nears

JTC reported higher revenue, stronger profits and record new business wins in 2025, as the professional services group moved closer to its planned £2.7 billion takeover by Permira. The company said...

Bill Ackman highly (too?) confident about Universal Music Group takeover bid

News broke this morning that Bill Ackman has proposed a takeover bid for Universal Music Group that values the company at nearly EUR56bn, or over EUR30 per share - almost double the closing price on...

Primerica, Inc. : Helping Families

Founded in 1977 and listed on the NYSE since 2010, Primerica is a financial services distribution platform serving North American middle-income households - defined as those earning roughly $30,000 to...

Lear Corporation : Sitting on Growth

Founded in 1917 as American Metal Products, Lear Corporation is today one of the world's largest automotive suppliers, producing seating systems and electrical distribution components for major...

EssilorLuxottica and the price of reinventing eyewear

The Paris-listed giant in vision correction, at the intersection of luxury, health care and technology, posted record organic growth of +11.2% in 2025, driven by 7 million AI-powered glasses sold. Net...

Lasertec is Smiling all the Way to the Bank

Lasertec sits at the core of advanced semiconductor manufacturing, underpinning next generation logic, AI, and memory production through unmatched EUV inspection leadership, expanding into high-NA,...

ARM Holdings plc: Re-evaluating our position on ARM after the change in business plan

Strategic plan ARM announced on its Analyst Day on 24 March that it was launching its own AI CPU called AGI. We take a second look at our model and update it with the upgraded assumptions. Fact Arm...

Eutelsat: A victim of the orbital gap in ambitions between Europe and the US

Persistent rumors of an Amazon takeover of satellite operator GlobalStar could provide some solace to Eutelsat shareholders.

Hotpot giant Haidilao is Served a Cold Reality

Haidilao, which is usually considered the gold standard for premium casual dining, has found itself caught up in the crossfire as millions of diners swapped fancy meals for cheaper eats. With guest...

South African operator MTN reaps the rewards of its restructuring

2025 was a vintage year for Africa's leading telecom operator, which has completed major restructuring over the past few years.

LANXESS: A glimpse into price hikes and Q1

Latest Lanxess has experienced elevated share price volatility following the Iran war, with recent price increases supporting sentiment. The erosion of Asia's cost competitiveness is driving price...

Perfect timing for Allied Gold shareholders selling at the top

Canadian miner Allied Gold's stint as a public company may have been brief, but it proved highly lucrative.

Dubai Taxi Company is Wheeling in the Big Bucks

The fleet-footed giant is what keeps the city moving. From record-breaking airport arrivals to a delivery market that's exploding, Dubai Taxi Company is perfectly placed to turn every new resident...

ITOCHU Shows its Consumer Mettle

ITOCHU Corporation is repositioning itself as a diversified global business operator, combining consumer-centric growth, technology-enabled platforms, and energy transition investments to deliver more...

Bajaj Auto's Breakout Quarter Redraws Boundaries

Bajaj Auto Limited is shifting gears in spectacular fashion, blending legacy craftsmanship with electric innovation to capture investor attention. The Pune-based manufacturer's shares are accelerating...

Deutsche EuroShop: Business model almost stabilised

Earnings/Sales releasesEconomic performance in 2024 is consistent with previous year. Revenue and EBITDA in 2026 are expected to align with 2025 levels. Minor yet positive revaluations are visible in...

Equities: Is switching to registered form in your best interest?

Many listed groups offer carrots to shareholders opting for pure registered form. However, this solution is not without its drawbacks....

Canadian Pacific Kansas City is on the Right Track

Between shifting export crowns and a sudden wave of pricey tariffs, the rail industry spent the year dodging one curveball after another. Yet, the rail giant Canadian Pacific Kansas City has managed...