Analysis: Stocks

Targeted by Castlelake, EasyJet Braces for Shareholder Revolt

While EasyJet's board has rejected the takeover proposal from Castlelake, a credit and aviation specialist controlled by Brookfield, the bid may find significant support among the airline's frustrated...

Can Riyadh Cables Turn Contracts into Cash?

Riyadh Cables Group Company is riding the wave of Saudi Arabia's massive infrastructure expansion. But rising direct costs complicate execution.

CRH Continues Its American Conquest

Over the weekend, reports surfaced in the press regarding the highly probable acquisition of Arcosa by the Irish industrial giant.

HealthEquity, Inc. : Saving Americans One HSA at a Time

Founded in 2002, HealthEquity has built its business around a simple premise: help Americans spend and save smarter on healthcare through tax-advantaged accounts. With employer healthcare costs...

Allegion plc : Security Everywhere

Allegion is a Dublin-headquartered security products company spun out of Ingersoll Rand in 2013, built around a portfolio of category-defining brands - Schlage, Von Duprin, CISA, SimonsVoss - that...

Saint-Gobain: Bad days are over? Inside Saint-Gobain's profitability bridge

Significant news Saint-Gobain's recent performance has seen better days, hurt by unusually calm weather in North America. However, the worst is now behind it, claimed CEO Benoit Bazin and CFO Maud...

Tata Motors Rides India's Infra Wave but Costs Loom

Beneath the bullish outlook, rising costs and regional uncertainties continue to cast a long shadow.

Canon Swaps Paper Cuts to Lock in Software Profits

While Canon Marketing Japan attempts a high-stakes pivot to software, a harsh macroeconomic environment has other plans.

Adyen: Adyen listens to the market

Latest Following Adyen's press release this week on Adyen Agentic, and its recent announcement regarding the Orb acquisition, we are renewing our Buy Recommendation on the company, driven by a...

Robinhood Eyes New Markets Amidst Speculative Fever

In a gold rush where miners typically abandon both their dreams and their health, the truly shrewd make their fortunes by selling shovels and pickaxes.

Tesco: Tough comparables weigh on Q1 growth; fundamentals remain intact

Earnings/Sales releases Tesco delivered a slightly softer-than-expected Q1, primarily reflecting a tough comparison against last year's weather- and Competitor Disruption-driven gains. Management...

Five Stocks to Play a Geopolitical De-Escalation Scenario

Donald Trump's signing of the Iran deal on Wednesday in Versailles is a welcome relief for markets and for global trade. However, it does not guarantee a lasting de-escalation. Many risks could still...

Accenture Now Valued at a Single-Digit Multiple of Its Earnings

Few earnings releases were as highly anticipated as those from the global leader in information technology consulting.

Intuitive Surgical: The End of Easy Money?

Intuitive Surgical continues to see increasing amounts of operations performed by its robots, although the stock market is placing a lower premium on each new procedure. The da Vinci 5 is expected to...

Diageo's Call to Arms Fails to Convince Investors

A funereal atmosphere, as described by the Financial Times, surrounds the world's leading wine and spirits producer. Under the supervision of its new CEO, Dave Lewis, the company is embarking on a...

CITIC Capitalizes on China's Recovery But Will It Win over Investors?

The market sentiment tells a different story: a widening gap has created a noticeable disconnect between CITIC Limited's earnings and market valuations.

China's Energy Push Supports PetroChina's Story

Tailwinds are clear, but the outcomes aren't…

MedPlus' Retail Expansion Powers Its Revenues

India's next phase of pharmacy growth lies outside major metros. MedPlus is well positioned to benefit from this, although rising competition could test its strategy.

AGM update: Informa goes beyond weathering geopolitical upheaval

Earnings/Sales releases Informa surprised on the upside on both academic research and Live B2B Events, probably benefiting from an AI boost. This performance is notable given the difficult context in...