Equity Analysis

360 ONE's strategic global collaboration with UBS

360 ONE posted an impressive performance in Q1 26, highlighted by healthy growth in both revenue and profitability. The results reflected substantial momentum across all business verticals, supported...

Cracker Barrel targeted after rebranding

After revamping its brand image and ditching its old logo for a more minimalist style, the traditional American restaurant chain has been targeted on social media.

Modine Manufacturing's new facility to boost faster delivery

Modine Manufacturing has begun FY 26 on a strong footing, achieving robust financial performance and exceeding analysts' revenue estimates. The company reported significant growth driven by its...

NMC gets regulatory approval for expansion

National Medical Care Company presented robust H1 25 numbers, underpinned by resilient top-line and earnings growth. This performance was driven by strong contributions from GOSI referrals, a marked...

Core & Main, Inc. : Room for growth

Headquartered in St. Louis, Missouri, Core & Main is the largest specialized distributor focused on water, wastewater and storm-drainage solutions, operating a local-scale branch model under a...

Renewed optimism for MTN and the African telecoms sector

In the south, there is no change for the leading mobile phone operator on the African continent.

Baidu still largely overlooked by investors

In theory, perfectly positioned to benefit from the secular rise of artificial intelligence, the Chinese Google appears spectacularly undervalued on the stockmarket....

Watts Water expands with integration of EasyWater

Watts Water delivered record results for Q2 25, underscoring exceptional operational efficiency and expanded margins, fueled by strategic pricing initiatives, increased sales volumes, and favorable...

Ramelius expands portfolio expansion with strategic acquisition

Ramelius Resources began FY 25 on a strong footing, achieving record gold production and robust financial performance. The company exceeded its production guidance and maintained its cost targets,...

Comfort Systems USA, Inc. : Momentum Driving Modular Expansion

Comfort Systems USA has grown from a roll-up of regional contractors into one of the country's most important providers of mechanical, electrical and plumbing installation and service, with a...

Analog Devices: operational excellence, but stretched valuation

Until now a model of good management, the American semiconductor manufacturer is celebrating its 60th anniversary with the publication of excellent quarterly results.

DexCom's competitive edge: Innovation and market expansion

DexCom has started Q2 25 on a positive note, with robust sales and earnings growth, driven by international market expansion and continued product innovation. The company has benefited frrom...

Paycom launches award winning product: IWant

Paycom presented robust Q2 25 numbers, underscoring its operational excellence and sustained growth momentum, driven by robust recurring revenue streams and successful client acquisition initiatives....

Estee Lauder hits rock bottom

This is another setback for the world's second-largest beauty company, which yesterday published disastrous annual results.

Home Depot still on a roll

Despite a depressed real estate sector in the United States, the retailer specializing in building materials, DIY, renovation, and gardening continues to post robust operating performance.

ACM Research continues to shine with advanced SPM

ACM Research has delivered a strong Q2 25 performance, showcasing robust growth across its business segments. Results were driven by increased sales of single wafer cleaning , plating, and furnace...

PTC's game changing partnership with NVIDIA

PTC posted robust Q3 25 results, posting strong top-line and earnings growth. These results were driven by disciplined capital allocation, solid ARR growth, and prudent financial management. In...

Pop Mart and Chinese stuffed animals set out to conquer the world

There is something of Pokémon about Pop Mart's strategy. You open a box without knowing what's inside and collect useless but stylish toys. A true showcase of Chinese soft power, these figurines are...

The global leader in cybersecurity at a crossroads

Exactly a year ago, we wrote in these columns that the global leader in cybersecurity would struggle to sustain its peak valuation levels and that, due to the mass effect, its growth rate would...