Equities Analysis

Scentre Group Builds a Suite Deal

Scentre Group's Westfields are buzzing. Not one to rest on their laurels, the company is playing the long game by turning their massive footprints into neighborhoods. Here's why this property giant is...

Mercari Makes a Mint from Digital Thrift

Mercari, Inc. operates at the crossroads of the global resale economy, digital trust systems, and consumer price sensitivity, leveraging marketplace scale, fintech integration, and AI-driven discovery...

A quiet quarter for Rentokil

Britain's pest-control leader showed steady growth and a little operational progress.

IGM's Growing Asset Base Powers an Earnings Explosion

IGM Financial Inc. has captured investor attention with stellar stock momentum fueled by record asset growth and surging earnings. The company's success stems from robust client inflows, turning its...

Outsized Ambitions at Brookfield Asset Management as it Doubles Down on Private Credit

In the asset management sector, the two most meteoric entrepreneurial success stories of recent decades have undoubtedly been BlackRock and Brookfield-the former with its ETFs, the latter with its...

CoreWeave: The Standard-Bearer of the AI Gold Rush

As an emblematic example of the artificial intelligence gold rush, CoreWeave has divided observers over the long-term sustainability of its business model.

Rubin: The invisible revolution reshaping AI winners

As Nvidia seeks to diversify across the entire semiconductor value chain and further lock in its dominant position, the group has reached a decisive conceptual milestone: it is no longer just selling...

Suncor Energy Drills Through Global Friction

The company just smashed through its 3-year Investor Day goals a full year ahead of schedule. Even with production hitting all-time highs, the dip in revenue proves that even the biggest players...

Canadian National Railway Company Chugs Past Trade Barriers

The rail giant spent most of 2025 putting out fires. By leaning into the e-commerce boom and tightening the belt on fuel, it navigated the potential train wreck into a surprisingly steady balance...

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...

TomTom: Transition story continues!

Earnings/Sales releases TomTom delivered Q1 revenue in line with company-compiled estimates, with EBIT modestly ahead and FCF turning positive despite ongoing transition headwinds. Despite posting...

Virbac: 2026 starts on strong footing

Earnings/Sales releases Q1 26 top-line growth was better than the full-year targeted range, backed by healthy performances from both segments. Geographically, growth was driven by North America and...

Ericsson: Resilient execution supports medium-term growth outlook

Earnings/Sales releases Ericsson delivered Q1 2026 with 6% organic sales growth and strong cash flow despite significant currency headwinds that reduced reported revenue by 10%. Core performance in...

Drägerwerk AG & Co KGaA: Encouraging Q1 start, but margin recovery is a watchpoint

Significant newsDräger reported mixed Q1 2026 preliminary figures: net sales grew by 6.9% due to strength in both divisions, while EBIT slightly missed expectations. Safety order intake softness was...

Rheinmetall: Is the rally coming to an end?

With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely...

Entain: An impressive start to the year

Earnings/Sales releases Entain delivered a strong Q1 performance, supported by robust online momentum and resilient customer engagement, with UK&I remaining the primary growth driver amid ongoing...

Rentokil Initial: Execution in North America Remains Key

Earnings/Sales releases RTO delivered Q1 26 revenue in line with the market expectations, led by pest control and business services in North America. However, growth remains largely price-driven with...

Britannia may have Cracked the Recipe for Sustained Growth

Britannia Industries Limited is riding a wave of strategic product launches, savvy brand investments, and diversified portfolio expansion. The century-old FMCG giant is delighting investors. As...

Mycronic: The master craftsman of photomasks

Behind a name that remains relatively unheard of by the general public lies a Swedish player of disproportionate importance in the global electronics industry: a supplier of high-precision equipment...

Icade: The risk level remains high

Earnings/Sales releases Both of Icade's businesses continue to contract. The read-across on Nexity is unfavorable. Nevertheless, Icade has confirmed its 2026 Guidance “for now”. Fact Organic...

Once upon a Time in Qatar: The Trade is US

Significant news The Middle East LNG era is over. Ras Laffan is down for three to five years, 47 mtpa of Qatari capacity will not come back within the visible horizon, and the US is stepping in with...

Pernod Ricard: Volumes back to growth, but the Middle East clouds the outlook

Earnings/Sales releases Pernod Ricard reported Q3 FY26 organic net sales growth of 0.1%, slightly surpassing consensus expectations, with group volumes increasing by 4%. This improvement was...

Pluxee: Top-line softness offset by EBITDA margin expansion and robust cash conversion

Earnings/Sales releases For the first half of FY26, despite revenue slightly missing consensus due to weakening macro and labour market conditions across Europe in Q2, recurring EBITDA margins...

Tesco: Solid delivery in FY25/26, but the valuation looks full

Earnings/Sales releases Tesco delivered a solid FY25/26 performance, with profit slightly ahead of expectations and continued market share gains in the UK and ROI. Food sales remained resilient,...

Kinnevik Investment: Q1 26: Kinnevik's NAV takes a long-deserved beating

Earnings/Sales releases Kinnevik published very poor Q1 results as expected and is starting to improve its governance after reviewing the fintech transaction that triggered the short seller report. We...

Barry Callebaut: Earnings follow cocoa beans downhill

Earnings/Sales releases Barry Callebaut's H1 FY25/26 results, the first under new CEO Schumacher, indicate an effective earnings reset. The FY recurring EBIT guidance has been revised from low-to-mid...