Analysis: Stocks

Wesfarmers Profits Climb as Shoppers Hunt for Deals

Operational efficiency has successfully pushed bottom-line growth ahead of revenue growth at Wesfarmers Limited. However, the stock's valuation leaves no room for error.

SK Hynix rides the wave

The Korean memory specialist's dual listing in the United States comes at an opportune moment.

Levi's pulls off its comeback

A strong operational and market run for the venerable denim brand, whose shares are back trading near their five-year highs.

With mixed reviews, Bending Spoons' IPO makes history rhyme

The group behind Evernote, Meetup, WeTransfer, Vimeo, AOL and other digital assets is now listed on the Nasdaq with a valuation of $27bn.

Lundin Gold Goes Beyond The Gold Rally

Record cash flows and surging profits highlight Lundin Gold Inc.'s strength, but a softer share price suggests that investors are looking beyond the gold rally.

Meta knocks neo-clouds out of the sky

Meta's entry into the market for renting computing power significantly changes how investors should read the investment cycle in artificial intelligence.

Ford manages to maintain its appearances

All the American automaker's lineups remain highly successful.

Rogers Communications Is Growing with a Steady Core

Rogers Communications Inc. has had a decent run in the market, but the real story underneath is less exciting. Growth is leaning on new additions, while its core telecom business still feels slow and...

Car Tech Puts BlackBerry in the Fast Lane

BlackBerry Limited enters its next phase of growth with greater scale, but execution remains the ultimate differentiator.

Terafab, a disruptive project or a damp squib?

With Terafab, Elon Musk is taking another step in his industrial ambition. The head of Tesla and SpaceX is considering building a mega semiconductor plant in Texas, designed to compete with the...

AstraZeneca: An unexpected late-stage failure doesn't derail Astra

Latest Astra's cardiovascular drug, Wainua, failed a late-stage trial for a heart condition, and most of the drug's $5bn peak sales expectations hinged on this trial. Considering the firm's...

Polycab's Profit Engine Is Running at Full Speed, Valuation Less So

Polycab India Limited is benefiting from strong industrial demand, although premium valuations demand continued delivery.

East Pipes is Turning Pipelines into Profit

East Pipes Integrated Company for Industry has delivered stronger earnings and cash flow performance over the past year. Investors appear to have taken notice, with the share price rising sharply as...

Suedzucker: Südzucker Q1 26/27: Better margin, but sugar still bitter

Earnings/Sales releases Südzucker reported an improved Q1 margin, with EBITDA increasing despite a decline in revenues. This improvement was primarily driven by CropEnergies and reduced costs. The...

Barry Callebaut: Barry Q3: First signs of recovery

Earnings/Sales releases Barry Callebaut is exhibiting initial signs of growth, with volumes increasing after two years of decline and a slight improvement in customer confidence as cocoa bean prices...

Tuhu Car Stuck Between Growth and Reality

Tuhu Car Inc.'s business keeps advancing, although its shares suggest that investors are more interested in profit delivery than growth promises.

Crompton Greaves Is Wired for Growth Even as Costs Weigh Heavy Now

The opportunity looks compelling for Crompton Greaves Consumer Electricals, although whether growth can outpace rising costs is the question that matters most.

2050: A Gas Odyssey

Significant newsGlobal LNG demand is set to grow from 422 mtpa in 2025 to nearly 700 mtpa by 2050, a 65% increase over the period, with South and Southeast Asia driving roughly 40% of that growth....

Tesco's Central Europe review: Positive read-across for Jeronimo Martins

Latest Tesco is reportedly reviewing strategic options for its Central European operations to sharpen Capital Allocation and focus on its core UK business. Such a development could enable Jeronimo...

Industrivärden: A very strong Q2 despite Iran war worries

Earnings/Sales releasesIndustrivärden has just released good Q2 26 results despite Iran war worries, as it is exposed to names relatively preserved from the Middle East chaos in the very short term....

Backed by Uber, Lime still needs to convince investors that its model is viable

Urban micromobility specialist Lime went public last week.

Can LTTS's Engineering Intelligence Strategy Reignite Market Confidence?

Strong demand for AI-led engineering supports L&T Technology Services Limited's long-term outlook, but improvement in profitability remains an area for attention. ...