Analysis: Stocks

A patchy quarter for Reckitt

Reckitt's latest quarter offers a familiar picture of large consumer-goods firms in 2026: solid brands, uneven demand and a management team asking investors to look past short-term noise. The...

Metso Corporation: Q126: OKish, a degree of caution looking forward due to geopolitics.

Earnings/Sales releases The group released results that were largely anticipated, though comparing them to consensus estimates is somewhat complex. While order intake momentum persists, management has...

Dethroned S&P 500 champion Danaher spends without convincing

A status quo persists at Danaher, which yesterday reported its Q1 results.

Mercedes-Benz: Is it time to catch the falling star?

At EUR51, Mercedes shares have fallen back to levels seen in late 2020. Five years of gains have been wiped out, while the rest of the DAX has soared by 61%. What's gone wrong?

Getinge: ACT stumbles, but the thesis holds

Earnings/Sales releasesGetinge's Q1 26 results missed consensus on sales, with organic growth of just 0.8%, as a strong showing from Life sciences and Surgical Workflows was more than offset by a...

Temenos: The devil is in the details

Earnings/Sales releases Temenos illustrates a dual dynamic between near-term success and future preparedness. The strong current growth, stemming from past execution efforts, validates a business...

British Land Co: Artificial intelligence is coming to the West End

Significant newsBritish Land reports increased demand from companies in the Artificial Intelligence sector . The Q4 25 trading statement, ending March 2026, will be followed by a full report on 20...

Mercialys: Household consumption slowed in March

Earnings/Sales Releases Mercialys experienced a slowdown in March due to events in the Middle East. The FY 26 guidance remains unchanged. The dividend, offering a 9% yield at the current share price,...

Vivendi: A difficult start to the year with limited highlights

Earnings/Sales releases Vivendi started the year poorly, burdened by a UMG share price decline, but managed to sign a collective mutual termination plan for its headquarters that should significantly...

Thales: Solid sales execution meets soft order intake against a high bar

Earnings/Sales releases Thales delivered a mixed Q1 2026: while top-line execution was robust with a 9.7% organic sales beat driven by Defence, the overall order intake fell short of elevated...

Spotify: What the Market Still Expects

The Swedish streaming pioneer just delivered the best operating year in its history: operating income jumped 61% to 2.2 billion euros, with free cash flow hitting a record 2.9 billion. And yet the...

(Excessive?) Market Confidence in Kinder Morgan's Outlook

After a prolonged period of skepticism, the leading US pipeline operator has fully regained the market's favor.

Investor: Investor started the year well, but clouds gather

Earnings/Sales releases Investor started the year well across the board despite a continued challenging environment, notably for medtech companies suffering from tariffs, pressure on healthcare...

Apple prepares for leadership transition focused on product and strategic prudence

As he prepares to take office, Apple's incoming CEO John Ternus embodies a pragmatic, hardware-centric innovation approach, contrasting with the massive artificial intelligence commitments of his...

Atos: The trough is reached, but has top-line growth been damaged excessively?

Earnings/Sales Releases The start of FY2026 has been difficult for Atos, marked by an 11% decline in organic revenue, which came in at €1.74bn . The group also announced an extension of its Genesis...

Record Profits Stream in for Empower

With the population climbing towards 5 million and airport traffic hitting new peaks, the demand for cooling infrastructure has never been higher. The Dubai-headquartered company Emirates Central...

Thales remains at the forefront of European rearmament

Unsurprisingly, given current geopolitical events, the French defense giant continues to enjoy strong tailwinds.

Beiersdorf: Soft opening to a challenging year

Earnings/Sales releases Beiersdorf reported a soft start to the year, with organic sales declining below expectations, confirming a deceleration vs Q4 25. Derma remains resilient, but continued...

Magellan Shifts Focus to Resilient Growth

Magellan Financial Group Limited is developing into a more resilient, diversified asset manager. By combining its expertise in global equities and listed infrastructure with expanding advisory...