Analysis: Stocks

Burberry: Consistency over excitement

Earnings/Sales releases Burberry reported a healthy start to FY27, with Q1 comparable retail sales up 5%, broadly in line with consensus. Strong local demand in the Americas and China helped offset...

Partners Group: Robust H1 inflows

Significant newsPartners Group released its AuM at the close of H1 , with new money in line with its own late 2025 expectations. In other words, its ability to convince does not seem to have suffered...

Earnings Skip a Beat Even as Sony's Core Business Clicks

Sony Group Corporation's core businesses are growing, and operating profit is improving. However, the stock is still lagging.

High Copper Prices Boost Hudbay Minerals' Quarterly Revenue to Record Levels

Commodity prices have set a perfect stage for copper mining giants. However, beneath the market euphoria lies a ticking clock: how long can this spell last?

A Chip on the Radar: Intel, the "loser" that has skyrocketed 400% on the stock market

Long seen as one of the biggest losers of the artificial intelligence revolution, Intel has staged a spectacular comeback on the stock market. Over the past year, the legacy semiconductor maker has...

Publicis: Strong momentum across Publicis

Earnings/Sales releases Publicis delivered strong organic net revenue growth in Q2 2026, driven by Connected Media and Intelligent Creativity, which represent 87% of net revenue. Growth was...

Nordea: Q2: Nordic corporate engine acceleration

Earnings/Sales releases Nordea delivered a strong Q2 PBT beat driven by non-NII revenues, notably fees . Crucially, NII returned to sequential growth on robust corporate lending , signalling a...

ABB: Strong order print confronts expensive valuations, Rotork is a value add

Earnings/Sales releases ABB reported another strong quarter of orders, backed by structural demand across key end-markets, notably data centres. Revenue growth was primarily driven by volume, with...

MedTech facing a three-front squeeze

Latest China plans to implement VBP for capital equipment, which may pressure MedTech firms' margins in the region. Additionally, the renewed US-Iran conflict is causing sector-wide impacts due to...

Experian: Underlying growth remains resilient, H2 recovery in sight

Earnings/Sales releases Experian delivered an in-line Q1 FY26/27, with 7% organic revenue growth supported by resilient B2B demand, while temporary data breach contract run-offs weighed on reported...

Ocado Group PLC: Weak H1 underlying performance and CFC delays weigh on sentiment

Earnings/Sales releases Ocado's H1 FY2026 results were mixed, with weaker underlying Technology solutions performance offset by reiterated FY2026 Guidance, cash flow targets, and a strong liquidity...

Essity: Volume momentum continues but rising costs cloud H2 outlook

Earnings/Sales releasesQ2 26 results were modestly reassuring, with volume growth continuing for the second consecutive quarter across three of the four divisions. However, Consumer Tissue...

ATLAS COPCO: Q226 : in line…with a strong order-intake boosting the share price.

Earnings/Sales releases Atlas Copco reported robust Q2 26 results, with order intake exceeding forecasts due to strong demand in the Vacuum segment, particularly from the semiconductor industry....

TMX Group's Strong Quarter Comes with Fine Print as well

The company boasts shiny financial numbers, although investors remain skeptical.

Woodside Energy Advances Towards Major LNG Expansion

The company's next phase of growth may hinge on strong execution and market timing.

Investor: Q2 26: Investor continues to make the most of a difficult environment

Earnings/Sales releases Investor confirmed the good start of the year, with good operational development across the board, despite medtech companies still suffering from Cost inflation, pressure on...

Svenska Handelsbanken: Q2: NII stabilization is here but growth is needed

Earnings/Sales releasesHandelsbanken’s Q2 results missed consensus expectations, with total income 4% below estimates and NII flat qoq as margin pressures offset modest volume growth. On the...

BASF SE: Investors disappointed by weaker outlook

Earnings/Sales ReleasesBASF reported mixed preliminary Q2 2026 results. Sales and EBITDA exceeded consensus, supported by stronger pricing and volumes, while reported net income benefited from the...

Skandinaviska Enskilda Bank: Q2: Returning Nordic corporate risk appetite

Earnings/Sales releases SEB delivered a high-quality Q2 beat, with PBT 9% above consensus driving RoE to 15.7%. Performance was supported by a sequential NII recovery , a sharp fee rebound , and flat...