Analysis: Stocks

The Baldwin Group buyout could reignite momentum in the insurance brokerage sector

A consortium of investors led by Michael Dell's family office plans to take over insurance brokerage specialist The Baldwin Group.

Brutal Valuation Reset for Fidelity National Information Services

The provider of payments, core banking and compliance services has, for decades, handled the plumbing of the North American banking sector, operating in a near-oligopoly alongside rivals Fiserv and...

From a hunter, Uber becomes the hunted

Once the chief disruptor of the traditional economy, to the point that its name was rightly used to describe the phenomenon of uberization, Uber has suddenly shifted from predator to prey....

Luckin Coffee brings Abu Dhabi's sovereign wealth fund into its shareholder base

This $1 billion transaction is, of course, a footnote at Mubadala's scale, which has nearly $400 billion in assets under management, although it fits a broader push into the world's second-largest...

Belron, the Owner of Carglass and Safelite, readies its IPO

Controlled by Belgian conglomerate D'Ieteren, the windshield repair specialist, which, amongst other things, owns the well-known franchises Carglass, Autoglass and Safelite, is considering an IPO that...

What’s with meal vouchers

LatestFrom bad to worse, the sector has jumped from one regulatory headwind to another during the last couple of years. Now that Edenred is roughly 50% up YTD, we believe the bulk of the regulatory...

ASML, the machine built for more than Moore

ASML is one of the most strategic companies on the planet. Since the rise of AI, that has become even more true, and the market has clearly gotten the message by making it Europe's largest company by...

China Ruyi's Next Act Needs a Bigger Audience

China Ruyi Holdings Limited's shares remain under pressure as investors weigh weaker near-term earnings against a pipeline of unreleased films and games.

A balanced copper exposure trumps the often-chased pure-play one

Latest With excitement in Copper market remaining intact, there has been a natural dash for Copper-exposed miners. However, since Boliden's Q2 26 results were announced, the Swedish firm – key...

Fortum: Google PPA anchors Loviisa extension and validates the AI thesis

Significant news Fortum has signed a 22-year PPA with Google for up to 50% of Loviisa's capacity, underpinning the circa €1bn lifetime extension to 2050. The deal de-risks €700m of pending...

Visional Seeks to Prove Its HR Tech Flywheel

Japan's evolving talent market is creating new opportunities for Visional, although investors remain unconvinced the rewards will arrive quickly.

Nahdi's Expansion Plan Comes With A Few Side Effects

Nahdi Medical Company's healthcare ambitions are becoming clearer, but the cost of getting there is pressuring profits.

Trainline hits a slowdown, but holds its line

Trainline's passengers are still travelling, but its growth has stopped. Flat ticket sales, falling revenue and mounting regulatory pressure suggest that the journey is becoming more difficult....

GenusPlus Charges Higher on Transmission Project Momentum

GenusPlus Group Ltd. has turned project wins into earnings growth, although the market now wants delivery and not just promises.

Sino AG: Q3 '26: Macro instability remains a core growth driver

Earnings/Sales releases sino AG has published good results again for Q3 26 , underpinned by strong trading activity and commercial gains on the back of a favourable, highly volatile environment. The...

Richemont: The next generation steps forward, still untested

Strategic plan Richemont has clarified its long-term succession structure by appointing Anton Rupert as non-executive co-deputy chairman. While this reduces governance uncertainty, we remain cautious....

Currys: Strong Q1, muted reaction

Earnings/Sales releasesCurrys delivered a strong Q1 FY2026/27 performance, with group like-for-like sales up 7% yoy. Both UK&I and Nordics performed ahead of street expectations. Guidance was...

D’Ieteren Group: Strong H1 results and a disguised upgraded guidance

Earnings/Sales releases D’Ieteren posted in-line H1 26 results, benefiting from lower financial charges, notably while D’Ieteren Automotive continues to sink. The group reiterated its outlook,...

ABCL's Growth Story Comes From Every Corner

Aditya Birla Capital Limited's stock is nearing a peak, suggesting that investors like the story. However, the next challenge is living up to those expectations....

Finning Still on Track as Projects Pick Up

Equipment deliveries and aftermarket activity are keeping Finning International Inc. busy - the market has noticed this.