Analysis: Stocks

AGEAS: Ageas - 1H26 results: Strong headline, softer capital generation

Earnings/Sales releases Ageas reported good 1H26 results, with strong inflows, particularly in Life in Europe, and an increase in the net operating result despite significant weather-related claims...

South32: Strong FY26 results, but don't overlook the underlying vulnerabilities

Earnings/sales releasesFY26 was strong for South32, with valuable contributions from Aluminium and Zinc being well complemented by various positives in Copper and Manganese. While everything seems...

Givaudan: Refine, don't reset

Strategic plan Givaudan utilised its Summer Investor Conference to reaffirm its 2030 financial ambitions and refine its strategy under the new CEO. The adjustments are evolutionary, not a reset,...

Elekta: Profitability beat; healthy order intake growth; recovery ahead

Earnings/Sales releases Elekta's Q1 sales fell short of expectations, although Profitability surpassed forecasts. The top line declined due to underperformance in Solutions, while Services...

Allwyn AG: Mixed Q2, with execution in focus

Earnings/Sales releasesAllwyn's Q2'26 results were mixed, with net revenue and Adjusted EBITDA ~1% below market expectations, while Adjusted EPS benefited from a favourable tax outcome. Continental...

Pernod Ricard: No recovery in the glass yet

Earnings/Sales releases FY26 closes Pernod Ricard's transition year without delivering a clear recovery signal. Sales ended at the weak end of guidance and Q4 lost some momentum, while Margin defence...

Steady results for HP

HP has announced solid quarterly results, with FY 2026 shaping up in line with the ten years that came before.

Investors' surprising and enduring leniency toward CrowdStrike

In July 2024, a poorly calibrated update to its Falcon cybersecurity software crashed 8.5 million Windows computers, instantly paralyzing hundreds of thousands of companies and government agencies...

EVN: 9M 2025/26: EVN lifts FY guidance on one-offs as generation stays weak

EARNINGS/SALES RELEASESEVN reported solid nine-month results and raised its FY25/26 net profit guidance to €470–490m , a lift management explicitly attributes to positive non-cash and...

Shaily Engineering Plastics Gets a Boost from the Healthcare Segment

As a result, its shares are soaring, but how long will this last?

Astellas' Profits May Have Doubled, But Can It Outrun the Street's Skepticism?

Japan wants pharmaceutical innovation to move faster… and Astellas Pharma Inc. has a chance to capitalize on this.

Jarir Marketing Company Turns E-commerce Expansion into Earnings

Retail demand remains resilient, but the next leg will require disciplined execution by Jarir Marketing Company.

Macmahon's Order Book Mountain Fuels Growth

Macmahon Holdings Limited has caught investors' eyes again, but will this momentum last?

Hochschild surges as record prices lift profits

Hochschild Mining's shares rose 7% after record precious-metal prices helped the company more than triple its profit and move into a net cash position. Investors welcomed the stronger earnings, larger...

Lotus Bakeries, the most expensive speculoos on the (stock) market in Europe

Lotus Bakeries shares topped the EUR13,000 mark this week to set a new record. The Belgian company is not only one of the most expensive stocks on European exchanges, it is also one of the...

CGI's Recent Acquisitions Are Starting to Pay Off

Even as CGI Inc. is expanding earnings, investors are more focused on the trajectory of future revenue growth.

Rogers Communications' Growth Comes at a Premium Valuation

Telecom company Rogers Communications Inc. needs to capture more value from every consumer.

1H26 Reinsurance review: Good numbers, outlook still challenging

Latest The 1H26 results were strong across the reinsurance sector. At the half-year stage, the FY targets generally looked as secure. However, restated for the exceptionally favourable nat cat...

Faes Farma: Mixed Q2; on track to meet full-year goals

Latest Q2 profitability beat expectations; however, the top line lagged consensus. The quarterly growth was driven by strong performance in Latam, animal nutrition, and the integration of...