Analysis: Stocks

Ses: SES: A patient recovery story with a potentially large C-band upside

Significant newsSES is currently being priced as a structurally declining satellite operator facing an increasingly existential competitive threat from LEO constellations such as Starlink. We believe...

Aroundtown: Clean H1 balance sheet still the whole debate

Significant news Aroundtown delivered a clean H1, stable rents, unchanged valuations, confirmed guidance, but FFO I is down 4% and the €249m buyback is already €65m underwater. A 59% EPRA LTV and...

Rusal: Beneficiary of both tight aluminium markets and Nornickel’s revival

LatestRusal reported strong H1 results. Besides strong aluminium operations, results were further complemented by impressive show for Nornickel – which also recommended its first dividend since...

Citizen Watch Winds Up Profits as North American Demand Keeps Ticking

But can the company overcome hard production ceilings and supply bottlenecks?

Elm's Platform Push Meets Market Skepticism

Elm Company's shares have cooled off, but its business hasn't slowed nearly as much. That disconnect is becoming harder to ignore.

WuXi XDC Grows Revenue, Even as Rising Costs Cast a Shadow

Although investors remain attentive to the impact of rising expenses on future profitability.

Momentum Still Running Strong for Vita Coco

For now, the coconut water pioneer on store shelves keeps proving critics wrong and defying gloomy forecasts.

Can Peloton pull off a comeback?

The fashionable-brand sector is ruthless, as Deckers and Shein shareholders are painfully learning right now.

Swiss Life Holding: Swiss Life 1H26: Solid results, cash and buybacks in focus

Earnings/Sales releases Swiss Life reported 1H26 results, which were broadly in line with our estimates and slightly above consensus. The segment result included both positive and negative one-offs,...

Partners Group: We do not see the case to walk away from H1 earnings.

Significant news PG H1 earnings were disappointing. They shouldn't be, as they merely reflect a drop in realisations. The strategy and steering remain convincing. The key issue in 2026 will be the...

Dormakaba: Growth still pricing-led and important changes ahead in ownership structure

Earnings/Sales releases Dormakaba delivered a resilient FY25/26, with 3.0% Organic Growth, a record 16.1% adjusted EBITDA margin, and stronger H2 momentum. Management guides for >3% Organic Growth and...

Shein goes public at a decidedly depressed valuation multiple

In Hong Kong, the Chinese fast-fashion pioneer has gotten off to a hesitant start on the stock market so far.

Deckers Marked Down by the Stock Market - Despite UGG and HOKA Success

Has the owner of the hugely popular footwear brands, each accounting for half of revenue, run out of steam?

Fuji Electric Turns Operational Efficiency and Large-Scale Orders Into Profits

Investors continue to back Fuji Electric Co., Ltd. as growing electricity demand drives investment in power and industrial infrastructure.

AIA Engineering Needs to Dig Deeper for Better Margins

AIA Engineering Limited's stock has been flying high - now the focus is on whether the company can keep on delivering.

Nornickel: 2026: A long-awaited reminder of Russian metals' might

Latest Finally, Nornickel is delivering to its potential – with very strong H1 results also resulting in dividend reinstatement. While strong prices were a clear tailwind, a resilient business model...

Gunsmith Heckler & Koch remains a stockmarket curiosity

The Financial Times reported this morning that German firearms maker Heckler & Koch has entered the running to supply the British Army with its new assault rifle.

G-Mining Strikes Gold While Chasing Its Next Treasure

Can the market's enthusiasm outpace reality?

United Electronics Company Priced for Opportunity With Rising Revenue

Market opportunities are expanding for United Electronics Company, but so are the challenges of sustaining profitability.