Analysis: Stocks

ATLAS COPCO: Q226 : in line…with a strong order-intake boosting the share price.

Earnings/Sales releases Atlas Copco reported robust Q2 26 results, with order intake exceeding forecasts due to strong demand in the Vacuum segment, particularly from the semiconductor industry....

TMX Group's Strong Quarter Comes with Fine Print as well

The company boasts shiny financial numbers, although investors remain skeptical.

Woodside Energy Advances Towards Major LNG Expansion

The company's next phase of growth may hinge on strong execution and market timing.

Investor: Q2 26: Investor continues to make the most of a difficult environment

Earnings/Sales releases Investor confirmed the good start of the year, with good operational development across the board, despite medtech companies still suffering from Cost inflation, pressure on...

Svenska Handelsbanken: Q2: NII stabilization is here but growth is needed

Earnings/Sales releasesHandelsbanken’s Q2 results missed consensus expectations, with total income 4% below estimates and NII flat qoq as margin pressures offset modest volume growth. On the...

BASF SE: Investors disappointed by weaker outlook

Earnings/Sales ReleasesBASF reported mixed preliminary Q2 2026 results. Sales and EBITDA exceeded consensus, supported by stronger pricing and volumes, while reported net income benefited from the...

Skandinaviska Enskilda Bank: Q2: Returning Nordic corporate risk appetite

Earnings/Sales releases SEB delivered a high-quality Q2 beat, with PBT 9% above consensus driving RoE to 15.7%. Performance was supported by a sequential NII recovery , a sharp fee rebound , and flat...

Storebrand: 2Q26 results: Insurance and profit sharing drive another positive surprise

Earnings/Sales releases Storebrand reported another set of strong results in 2Q26. The insurance division continued to surprise positively despite heightened market expectations, while the financial...

TomTom: Margins resilient, revenue recovery still awaited

Earnings/Sales releasesTomTom reported Q226 results in line with market expectations. However, the stock fell c.13% as revenues declined for a third consecutive quarter and management indicated that...

ASML: AI-driven semiconductor demand fuels upgraded outlook

Earnings/Sales releases ASML delivered a stronger-than-expected second quarter for 2026, driven by robust demand across advanced logic and memory customers. Revenue exceeded management guidance due...

Nel: Ailing Alkaline sees no respite even as PEM shows momentum

Earnings/Sales releasesNel posted another difficult set of results with subdued revenue growth and higher EBITDA losses. This quarter saw Nel secure few orders in PEM, while the Alkaline order book...

Richemont: Jewelry still shines brightest

Earnings/sales releases Richemont delivered an outstanding start to FY26/27, with Q1 sales up 20% at cFx, well above the highest end of market expectations. Growth was broad-based across all...

DnB: Q2: Solid beat and rates tailwinds confirm top Nordic pick view

Earnings/Sales releases DNB’s solid Q2-26 PBT of NOK 13bn beat consensus by 3%, driven by stellar asset quality with a cost of risk at 6bp . While NII felt temporary pressure from mortgage...

The 3 European stocks that analysts like the most this summer

Now that you have been tempted by this alluring headline, we need to see whether there is any common thread between online betting, X-rays and a game of Catan. None, at first glance. But actually, yes...

Tata Consultancy: Caught in the AI of the Storm

It looks like financial payoffs from AI for enterprise IT providers are work in progress.

China Medical System Innovation Momentum Faces Reality Check

The country's innovation push is creating opportunities, although China Medical System Holdings Limited must now prove its expanding pipeline can generate returns. ...

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.

Antofagasta's second-half challenge

Antofagasta's copper mines delivered a steady second quarter, but the company will need a much stronger second half to meet its annual targets. Production was broadly unchanged from the first three...

Richemont relights luxury's flame

Geneva-based Richemont has regained sector leadership in recent months, with LVMH and Hermes having slowed a bit. Its Q2 numbers confirm the company's position and point to better outlooks for the...