Analysis: Stocks

Pearson lifts growth as partnerships deliver

Pearson's FY25 trading update shows steady organic growth and accelerating momentum in Assessments and Enterprise Learning & Skills, helped by recent partnerships. Despite a lower profit guidance due...

Jeronimo Martins mixed Q4, no structural concerns

Group like-for-like growth edged past forecasts despite softer Biedronka, with Poland’s volumes resilient and market share gains intact. Ara outperformed in Colombia, Portugal stayed solid, and we...

Big Questions Still Hanging Over J.P. Morgan

The world's largest bank has seen a spectacular stockmarket rally over the past three and a half years, with its share price having tripled since the rate-hike cycle began in the United States.

Diploma's steady formula delivers another strong quarter

A sharp start to the year underlines how the British compounder keeps turning modest niches into durable growth.

Hongqiao's Electrified Era Shines with Profits and Dividends

China Hongqiao Group Limited, the leading private titan, demonstrates unmatched prowess through its Yunnan hydropower clusters, vertical integration, impressive earnings, generous dividends and...

Motilal Oswal Shapes Future of Wealth Management in India

India's financial sector is experiencing rapid growth, with Motilal Oswal Financial Services Limited capitalizing on this momentum. As investors shift from traditional assets to digital strategies,...

Venezuela reframed by U.S. as oil bridge

Washington's bid to recast Venezuela as a tactical supplier of heavy sour crude aims to feed Gulf Coast refiners while sidestepping upstream risk. European incumbents hold value-recovery options, but...

Whitbread grows in UK, reviews five-year plan

Whitbread met Q3 revenue expectations as United Kingdom Accommodation strength offset Food & Beverage weakness, while Germany continued to outpace. Management lifted efficiency targets and signaled an...

Lindt & Sprüngli lifts sales on pricing

Lindt & Sprüngli posted CHF 5.92bn in sales with 12.4% Organic Growth driven by 19% pricing, outperforming expectations across Europe, North America and rest of world. Guidance implies 20–40 bps...

Generali governance uncertainty rises amid stake talks

Reports that UniCredit discussed buying Delfin stakes in MPS and Generali revive questions over the insurer's balance of power. While speculation may buoy the stock, management seeks stability and...

Suedzucker beats revenue, misses EBIT in Q3

Suedzucker posted Q3 revenue and EBITDA ahead of consensus but missed on EBIT amid restructuring costs and Sugar losses. Guidance for FY 25/26 is maintained, while persistent Sugar pressures prompt a...

Lindt's magic recipe is still delicious

It's been another blockbuster year for the Swiss chocolatier, underscoring the strength of its brand and its ability to absorb economic shocks of all kinds.

Raspberry Pi and the price of memory

Rising chip costs test the resilience of an unlikely hardware success.

Steyr Motors AG advances Asia expansion with framework and JV

The company signs a five-year framework agreement for minimum exports to China and launches a joint venture with Trysun, enhancing revenue visibility, accelerating localisation in Asia, and setting a...

Lundin Gold: Riding the Gold Rush

Lundin Gold Inc. has solidified its status as a premier gold producer amid global economic uncertainty and shifting policies. The company's strategic growth and robust balance sheet underscore its...

Orsted advances as Revolution Wind work restarts

A preliminary court injunction lets Revolution Wind resume work, easing project delays while signaling a check on BOEM's stop-work orders amid national security concerns; outcomes for Sunrise Wind,...

Saizeriya Shares Are Rolling In Dough

…at least for the time being. Defying Japan's inflation, the restaurant is doubling down on automation and expansion. This seems to be working since the budget-friendly chain posted a 37% surge in...

Genpact Limited : Redefining Enterprise Transformation in the Age of AI

From its origins as a GE Capital spin-off in 1997, Genpact has transformed into a global powerhouse in business process innovation. Now operating as an independent public company since 2007 and...

Heineken's chief executive steps down as structural challenges persist

Five and a half years after his appointment, this morning the Dutch brewing giant announced the departure of chief executive Dolf van den Brink.