Analysis: Stocks

A Chip on the Radar: Intel, the "loser" that has skyrocketed 400% on the stock market

Long seen as one of the biggest losers of the artificial intelligence revolution, Intel has staged a spectacular comeback on the stock market. Over the past year, the legacy semiconductor maker has...

Interactive Brokers Group, Inc. : The Automation Advantage in Electronic Brokerage

Interactive Brokers is a leading online broker offering access to stocks, options, futures, currencies, bonds, funds, and cryptocurrencies across more than 170 market centers in 40 countries and 29...

Magna International Confronts New Industry Realities

The margin recovery is real, and so are the risks. The question is which one the market is paying attention to.

Husqvarna: Weak demand, strong execution

Earnings/Sales releases Husqvarna delivered a resilient Q2 2026 performance despite challenging market conditions, with weak European gardening demand weighing on organic sales. The operating profit...

Volvo: Solid Q2 beats expectations, North American recovery to drive H2 performance

Earnings/sales releases Volvo's Q2 results exceeded expectations, driven by strong performance in the truck division attributed to increased volumes, a robust service business, a favourable brand...

DKSH: Growth intact, H2 margin delivery in focus

Earnings/Sales releases DKSH's H1 ‘26 results were a mixed bag, with sales and EPS ahead of market expectations, but Core EBIT was below consensus due to consumer goods margin pressure. Commercial...

Shin-Etsu's AI Bet Faces PVC Drag

Shin-Etsu Chemical Co., Ltd.'s semiconductor materials business continues to benefit from AI-driven demand, but weaker conditions have weighed on profits.

Yara International: Volumes deferred, not lost

Earnings/Sales releases Q2 2026 underperformed due to lower deliveries and nitrate margins . Volumes seem deferred rather than lost. While European buying has picked up pace, conflict-led Urea price...

Sandvik: Q226: a tick disappointing.

Earnings/Sales releasesResults aligned with revenue expectations, with a marginally improved operating profit. However, reported EBIT fell short due to recurring Restructuring costs. Order intake...

Swedbank: Q2: Costs worry weighs on stock

Earnings/Sales releases Swedbank’s Q2 total income beat consensus at SEK18.1bn, driven by strong fee and trading results. However, PBT was dragged down by accelerating opex . NII growth slowed to...

Georg Fischer: The flow is back

Earnings/Sales releasesGF delivered 5.7% organic growth in H1 2026, supported by strong momentum in Industry and Infrastructure, while margin conversion remained below expectations. Management...

Epiroc: Q226: a slight miss and an over-reaction to the lower order-intake growth.

Significant newsThe company reported revenue and EBIT approximately 2% below expectations, though the shortfall appears immaterial. Order intake met forecasts, and EBIT margins improved, indicating...

Getinge: Strong Q2 26: Relief rally in full swing

Earnings/Sales releases Getinge delivered a solid Q2 26, beating consensus on both sales and adjusted EBITA. ACT returned to positive sales growth after a weak Q1; order trends were broadly...

Burberry: Consistency over excitement

Earnings/Sales releases Burberry reported a healthy start to FY27, with Q1 comparable retail sales up 5%, broadly in line with consensus. Strong local demand in the Americas and China helped offset...

Partners Group: Robust H1 inflows

Significant newsPartners Group released its AuM at the close of H1 , with new money in line with its own late 2025 expectations. In other words, its ability to convince does not seem to have suffered...

Earnings Skip a Beat Even as Sony's Core Business Clicks

Sony Group Corporation's core businesses are growing, and operating profit is improving. However, the stock is still lagging.

High Copper Prices Boost Hudbay Minerals' Quarterly Revenue to Record Levels

Commodity prices have set a perfect stage for copper mining giants. However, beneath the market euphoria lies a ticking clock: how long can this spell last?

Publicis: Strong momentum across Publicis

Earnings/Sales releases Publicis delivered strong organic net revenue growth in Q2 2026, driven by Connected Media and Intelligent Creativity, which represent 87% of net revenue. Growth was...

Nordea: Q2: Nordic corporate engine acceleration

Earnings/Sales releases Nordea delivered a strong Q2 PBT beat driven by non-NII revenues, notably fees . Crucially, NII returned to sequential growth on robust corporate lending , signalling a...

ABB: Strong order print confronts expensive valuations, Rotork is a value add

Earnings/Sales releases ABB reported another strong quarter of orders, backed by structural demand across key end-markets, notably data centres. Revenue growth was primarily driven by volume, with...

MedTech facing a three-front squeeze

Latest China plans to implement VBP for capital equipment, which may pressure MedTech firms' margins in the region. Additionally, the renewed US-Iran conflict is causing sector-wide impacts due to...

Experian: Underlying growth remains resilient, H2 recovery in sight

Earnings/Sales releases Experian delivered an in-line Q1 FY26/27, with 7% organic revenue growth supported by resilient B2B demand, while temporary data breach contract run-offs weighed on reported...