Analysis: Stocks

Obayashi Is Poised to Capture Japan's Infra Expansion

Japan's infra opportunity is clear; whether it can be fully captured remains the more important question.

AkzoNobel: Another acquisition attempt by Nippon - rejected!

Latest AkzoNobel has rejected another acquisition bid from Nippon Paints. The cited reason for Undervaluation is hardly surprising, given that the implied valuation multiples offer little meaningful...

Can AI's newly rich revive luxury stocks?

While Wall Street is getting drunk on silicon, part of the wealth created by artificial intelligence is landing in Asia's luxury department stores. Bernstein sees an ''AI wealth effect'' that could...

PageGroup finds its footing

The recruitment group is still operating in a weak hiring market. But a better second quarter, rising productivity and growth in Asia and the Americas suggest that the downturn may finally be losing...

AstraZeneca: An unexpected late-stage failure doesn't derail Astra

Latest Astra's cardiovascular drug, Wainua, failed a late-stage trial for a heart condition, and most of the drug's $5bn peak sales expectations hinged on this trial. Considering the firm's...

Polycab's Profit Engine Is Running at Full Speed, Valuation Less So

Polycab India Limited is benefiting from strong industrial demand, although premium valuations demand continued delivery.

East Pipes is Turning Pipelines into Profit

East Pipes Integrated Company for Industry has delivered stronger earnings and cash flow performance over the past year. Investors appear to have taken notice, with the share price rising sharply as...

Wesfarmers Profits Climb as Shoppers Hunt for Deals

Operational efficiency has successfully pushed bottom-line growth ahead of revenue growth at Wesfarmers Limited. However, the stock's valuation leaves no room for error.

SK Hynix rides the wave

The Korean memory specialist's dual listing in the United States comes at an opportune moment.

Suedzucker: Südzucker Q1 26/27: Better margin, but sugar still bitter

Earnings/Sales releases Südzucker reported an improved Q1 margin, with EBITDA increasing despite a decline in revenues. This improvement was primarily driven by CropEnergies and reduced costs. The...

Barry Callebaut: Barry Q3: First signs of recovery

Earnings/Sales releases Barry Callebaut is exhibiting initial signs of growth, with volumes increasing after two years of decline and a slight improvement in customer confidence as cocoa bean prices...

Tuhu Car Stuck Between Growth and Reality

Tuhu Car Inc.'s business keeps advancing, although its shares suggest that investors are more interested in profit delivery than growth promises.

Crompton Greaves Is Wired for Growth Even as Costs Weigh Heavy Now

The opportunity looks compelling for Crompton Greaves Consumer Electricals, although whether growth can outpace rising costs is the question that matters most.

Levi's pulls off its comeback

A strong operational and market run for the venerable denim brand, whose shares are back trading near their five-year highs.

2050: A Gas Odyssey

Significant newsGlobal LNG demand is set to grow from 422 mtpa in 2025 to nearly 700 mtpa by 2050, a 65% increase over the period, with South and Southeast Asia driving roughly 40% of that growth....

Tesco's Central Europe review: Positive read-across for Jeronimo Martins

Latest Tesco is reportedly reviewing strategic options for its Central European operations to sharpen Capital Allocation and focus on its core UK business. Such a development could enable Jeronimo...

Industrivärden: A very strong Q2 despite Iran war worries

Earnings/Sales releasesIndustrivärden has just released good Q2 26 results despite Iran war worries, as it is exposed to names relatively preserved from the Middle East chaos in the very short term....

Backed by Uber, Lime still needs to convince investors that its model is viable

Urban micromobility specialist Lime went public last week.

With mixed reviews, Bending Spoons' IPO makes history rhyme

The group behind Evernote, Meetup, WeTransfer, Vimeo, AOL and other digital assets is now listed on the Nasdaq with a valuation of $27bn.