Kevin Smith

Stockmarket disappointment and end of illusions at Porsche

A harsh reality check for the German automaker, which reports a 10.1% drop in new-vehicle deliveries and a 9.5% decline in revenue in 2025, while its operating profit went up in smoke.

11 March 2026 at 11:23 pm AEDT

BioNTech rocked on the stock market by the departure of its legendary founder couple

The German biotech's share price rout yesterday, which is a pioneer of mRNA and the company behind the first Covid vaccine.

11 March 2026 at 09:27 pm AEDT

Petrobras Back in Investors' Good Books

In June 2025, we noted that Brazil's oil major - and the flagship of the national economy - appeared to be valued extremely attractively.

11 March 2026 at 03:29 am AEDT

The Constellation Software trinity valued on an even footing

At last, a rebound for Constellation Software and its subsidiaries Topicus and Lumine, both partially spun out from the flagship, and respectively listed independently since 2021 and 2023.

10 March 2026 at 09:11 pm AEDT

UBS Ends a Strong Run Amid a Standoff with Finma

Europe's leading wealth and asset manager - more than half of its revenues, or twice as much as its investment bank and retail bank segments - published its annual results this morning.

09 March 2026 at 11:39 pm AEDT

Successful transformation at the engineering giant Jacobs

Capped by its recent acquisition of PA Consulting, the global leader in engineering consulting has successfully completed a decade of strategic repositioning.

09 March 2026 at 09:31 pm AEDT

Takeover rumors swirl around Caesars Entertainment, which keeps its jackpot out of shareholders' reach

A brutal reminder of the laws of gravity is a fundamental rule of financial markets, and a decidedly recurring theme in our columns this week.

06 March 2026 at 09:50 pm AEDT

Duolingo suddenly brought back to earth

A perfect storm for Duolingo, which has wiped out 4/5 of its market capitalisation in nine months.

05 March 2026 at 08:26 pm AEDT

Scor at a crossroads

Left in a sorry state by its previous chief executive, Denis Kessler, Scor has had little opportunity to cash in on the providential backdrop in the reinsurance sector in recent years.

05 March 2026 at 06:49 pm AEDT

A Final Return to Reality at Kuehne + Nagel

After a decade of very modest growth, the Swiss logistics group benefited from an extraordinary acceleration during the pandemic.

05 March 2026 at 01:02 am AEDT

Top-of-the-class valuation for Sandoz

A standout year on the stockmarket for the Swiss generics specialist, whose share price has risen by a huge 67% over the past 12 months.

05 March 2026 at 12:31 am AEDT

Cannon fire, bugle call

In a duopoly on its domestic retail banking market alongside fellow Irish lender AIB, Bank of Ireland found itself in a privileged position after its main foreign rivals exited and interest rates rose.

03 March 2026 at 08:34 pm AEDT

Back against the ropes, BASF shores up its foundations and bets on China

The German chemicals giant published its annual results last Friday. At the same time, it subtly urged its disgruntled shareholders to be a little more patient.

02 March 2026 at 09:20 pm AEDT

Pernod Ricard's valuation still a long way from worst-case scenario

Almost exactly six months ago, as the market gave the spirits group its best trading session in a long time after a well-received earnings release, we were not holding our punches against Pernod Ricard.

27 February 2026 at 09:34 pm AEDT

Wolters Kluwer valued as if in middle of the subprime crisis

The Dutch professional and academic publishing group is stepping up efforts to convince investors that artificial intelligence is an opportunity rather than a threat to its business, and that it has been ahead of the curve for a long time.

26 February 2026 at 11:52 pm AEDT

Hiscox buys itself a clean slate

After its major misstep during the pandemic, the British insurer is coming back strong, posting a third straight year of revenue growth.

26 February 2026 at 10:07 pm AEDT

AMD Gets Out the Heavy Artillery

The announcement of a "strategic partnership" between AMD and Meta can be read in two ways.

26 February 2026 at 12:38 am AEDT

Walmart Flirts with its Peaks

A happy run for Walmart, which published its annual results late last week and reported revenue of $713 billion over the past 12 months.

24 February 2026 at 12:32 am AEDT

Volvo Joins the Electrification Race Alongside Daimler and Traton

The strategic partnership between AB Volvo and Geely - and the latter's entry into the former's share capital in 2017 - was without doubt the best thing that could have happened to the truck, bus and construction equipment maker.

23 February 2026 at 08:25 pm AEDT

Hochtief in the right place at the right time

Well positioned in all the right segments, the German construction group - which for now generates only 8% of its revenue in Europe, versus 2/3 in the US and more than 1/4 in Asia-Pacific, including Australia - is enjoying a genuine upturn.

20 February 2026 at 07:46 pm AEDT

Record results for Zurich confirm CEO Mario Greco's prophecy

The Swiss insurer wraps up a 2025 financial year that will go down in the record books.

20 February 2026 at 06:01 pm AEDT