Analysis: Stocks

Koninklijke Philips NV: Caution in Q3 overshadows the underlying business strength, presenting a buying opportunity

Earnings/Sales releases Philips' Q2 sales surpassed expectations, with profitability excluding one-offs meeting forecasts. The 2026 guidance was reaffirmed. However, concerns arose due to a decline in...

Unilever: Volume strength gives pricing room

Earnings/Sales releases Unilever reported robust half-year results, marking its best quarterly volume performance in over a decade, primarily driven by broad-based demand rather than pricing. In H2,...

You Buy the ETF. Who Collects the Toll?

Millions of investors buy the MSCI World so they no longer have to pick stocks. The publicly traded company that defines this world charges a toll for that peace of mind. Its business model is...

Safran: The aftermarket engine keeps running

Earnings/Sales releases Safran delivered another high-quality quarter. Exceptional civil aftermarket demand, pricing and heavier CFM56 workscopes drove another margin step-up and strong cash...

Barclays: Confirmed guidance

Earnings/Sales releases The group posted stronger, albeit potentially not fully sustainable, profits. As a result, the management confirmed its 2026 and 2028 RoTE guidance, thus reaffirming its...

Saipem: Rebound in order-intake in Q2, but conflict-related cost overruns eat the margins

Earnings/Sales releases Activity is progressing and order intake is picking up sharply, driven by the Middle East onshore and by two deepwater projects in Angola and Guyana. However, profitability...

Rexel: Europe picks up pace!

Earnings/Sales releases Rexel reported H1'26 results ahead of both consensus and AV estimates, driven by strong North American data centre demand, improving European electrification trends, and...

Square Enix Finds Profits but Loses Applause

Square Enix Holdings Co., Ltd. squeezed more profit from its gaming portfolio. Investors, however, seem unconvinced.

Catalyst Metals Strikes Gold

Catalyst Metals has come out swinging with some flashy numbers, even with usual mining headaches and rising bills.

Can Zijin Gold Justify Analyst Optimism with Consistent Delivery?

Zijin Gold International Company Limited is posting fast growth, thanks to strong gold demand, although operational discipline remains crucial.

Is Mistral AI at risk of disappearing ?

How can Mistral AI attract ASML, Nvidia or Samsung when, in terms of its models' overall performance, the company has always seemed to trail OpenAI, Google, Anthropic or Chinese labs?

LVMH: Bright spots caution persists

Earnings/Sales releases LVMH delivered H1 26 sales marginally above consensus and profitability comfortably ahead. Q2 confirmed prevailing sector trends, with jewellery remaining the clear bright...

Air Liquide: As expected…as usual

Earnings/Sales releases Air Liquide reported a solid performance for H126, meeting operating profit expectations. Revenue was softer due to energy price volatility . The Americas continued to drive...

Elecnor: Margin recovery continues!

Earnings/Sales releasesElecnor reported mixed Q2 26 results, with sales and NI missing street expectations, partly offset by an EBITDA beat. Despite weaker Projects revenue, profitability improved as...

Galp Energia: Bacalhau ramp-up meets Sines refining boom: Galp lifts every 2026 target

Significant news Good Q2 : Sines refining system ran at full tilt into a geopolitical margin windfall and trading stayed robust. Upstream held firm on a $104/bbl Brent with production costs at...

AstraZeneca: In line Q2; correction of late is an entry point

Earnings/Sales releases The Q2 26 results were largely in line with the street's expectations. Strong growth in oncology, respiratory, immunology and rare disease treatments more than compensated for...

June European registrations post double-digit growth on electrification and Chinese OEM strength

Latest European passenger car registrations continued to rise, driven by the growth of electrified powertrains, particularly BEVs, with Tesla significantly contributing. Chinese OEMs excelled,...

Does Lodha Developers Have Room to Grow?

Lodha has entered its next phase with good momentum, although the market is now focused on whether this growth can be sustained at scale.

Couche-Tard Continues with Earnings Growth

The company's shares have been increasing, although the real story sits underneath.