Equity Analysis

Soaring Indra Sistemas on the verge of a strategic merger

A strong stock-market run for the Spanish equipment maker and integrator specializing in the defense and aerospace sectors, with additional outlets in transport and infrastructure.

Treasury Wines misses its American bet

The crisis in the alcohol and spirits sector is sparing no one, least of all Australian wine producers.

Hankyu Hanshin's Real Estate segment saves the day

The folks at Hankyu Hanshin Holdings surely will be glad to see the back of the last fiscal year. The Takarazuka Revue scandal in 2023 brought to the fore the death by suicide of a 25-year-old...

Perfectly sequenced share buybacks at Deere & Company

It's no exaggeration saying that the American agricultural equipment maker operates in a sector that is under severe stress.

Check Point expands sports cybersecurity

Check Point Software Technologies Ltd. delivered robust performance, fueled by elevated demand for its expanding security portfolio and successful strategic acquisitions. In addition, the company's...

Tech titan's triumph: Apple's growth and global grasp

Apple Inc. has significantly bolstered its market position in China, capturing a quarter of the smartphone market. This strategic achievement underscores Apple's enduring brand loyalty, premium...

TransUnion : Accelerating Growth Through Data

Founded in 1968 and headquartered in Chicago, Illinois, TransUnion has evolved from a traditional U.S. credit bureau into a global information and analytics powerhouse. Today, the company operates in...

AI doesn't do everything at Workday

Despite results in line with Wall Street expectations, the human resources software giant's stock slumped.

Remy Cointreau back at its historic valuation floors

The spirits group, which earlier this year welcomed its new chief executive officer - a defector from the cosmetics industry - has yet to pull itself out of the rut.

Atlassian expands suite with DX for improved AI investments

Atlassian Corporation has acquired DX to advance engineering intelligence capabilities for enterprises. Analysts are optimistic about Atlassian's future, driven by strategic acquisitions, robust cloud...

Federated Hermes expanding private markets footprint

Federated Hermes Inc. has demonstrated resilient growth through robust performance in both its money market and equity strategies. Strategic acquisitions position the firm to capitalize on evolving...

Hochschild shines with higher gold production

Hochschild Mining PLC achieved significant growth in gold equivalent production in H1 25, driven by strong performances at Inmaculada and San Jose, and a ramp-up at Mara Rosa. Revenue increased...

Anta, Li Ning and ASICS said to have their eyes on Puma

Amid the reshaping of the global sportswear landscape, Germany's Puma, the weak link between Adidas and Nike, is reportedly being courted by China's Anta Sports, Bloomberg has learned. A Puma takeover...

Shouldn't have invited them: Teleperformance

There was a time, not so long ago, when Teleperformance ticked every box of the model stockmarket pupil: double-digit growth, margins stretching like elastic, acquisitions smoothly digested, a solid...

Nippon's strategic North American expansion

Nippon Television Holdings, Inc. has benefited from strong momentum, underpinned by resilient advertising demand and growth across broadcasting and digital segments. The company accelerated its...

Manhattan Associates' milestone in data security and compliance

Manhattan Associates Inc. has achieved FedRAMP compliance for its Warehouse Management System, enhancing market access and security credibility. Over FY 21-24, the company posted strong performance,...

Arthur J Gallagher: Excessive punishment?

A massive deal, a disappointing quarter and a share price that has fallen by 30% since last June. That is how to resume the summer and autumn of the US insurance brokerage giant.

Pets at Home: retail reset

Pets at Home's latest interim results paint a picture of a company caught between a flourishing veterinary arm and a faltering retail operation.

Is Alphabet a Nvidia/OpenAI killer?

In just a few months, the market has completely changed its mind about Alphabet. In other words, the market got it completely wrong. When a new technology like AI arrives, all sorts of theories of...