Equity Analysis

Hennes & Mauritz: Margins firm visibility fades

Earnings/Sales releases H&M delivered a solid year-end performance, with Q4 trading better than expected and clear progress on profitability and inventory discipline. Margin delivery surprised...

EasyJet: Airline margin pressures partially offset by strong Holidays performance

Earnings/Sales releases easyJet's Q1 results broadly met consensus, with operating KPIs tracking toward or exceeding reiterated FY targets. However, the headline pre-tax loss widened considerably,...

Lloyds Banking Group: Largely expected guidance upgrade

Earnings/sales releases The group released stronger-than-expected results, supported by ongoing provision recoveries. 2026 will enjoy accelerated net interest income momentum, combined with limited...

Remy Cointreau: 9M 25/26: Americas drive Cognac results on favorable comps

Earnings/sales releases Remy reported results for the first nine months of the year, exceeding expectations with a 1.9% decline compared to the anticipated -2.2%. This performance is driven by...

ABB: Stellar Q4 performance bodes well for ABB and its peers in 2026

Earnings/Sales releases ABB posted stellar Q4 results with orders, revenues, and profits ahead of expectations. Despite large orders, the underlying demand remained robust. ABB once again...

ING Group: Q4: Scaling Success Triggers Guidance Upgrade

Earnings/Sales ReleasesING delivered strong Q4 2025 results, exceeding targets through robust lending and fee income growth. Flat year-on-year costs, aided by efficiency gains and AI, demonstrate...

Landis+Gyr Group AG: 3Q25: Living the American dream

Earnings/Sales releases The 3Q results showed strong revenue growth and margin expansion driven by the Americas, despite weaker order intake due to project timing. The backlog quality improved with...

Emmi: FY25: One big order, a different outcome

Earnings/Sales releases Emmi reported results exceeding expectations, with a 4.3% Organic Growth compared to the anticipated 2.8%. The Swiss market was a notable surprise, achieving...

Deutsche Bank on the road to resurrection

The German banking group is confirming the road to recovery, a path which it has been resolutely following for some time now, notably inspired by the restructuring plan steered by its discreet but...

STMicroelectronics: FY25/Q4 25: Early recovery signs emerge, margin trough still ahead

Earnings/Sales releases STMicroelectronics reported Q4 and full-year 2025 results broadly in line with expectations, confirming that the inventory correction phase is largely behind the company. While...

SAP: Between AI mirage and Cloud failure, SAP’s carnage rattles software

Earnings/Sales releases The European software leader reported revenue ahead of our expectations and broadly in line with consensus. While growth remains robust, driven by a high-performing and...

Deutsche Bank: Confirmed 2028 ROTE objective

Earnings/Sales releases The group reported stronger-than-expected results at an underlying operating level, thus enabling the management to reiterate its 2028 RoTE objective, which still has to be...

Roche Holding: Good end to 2025 and encouraging 2026 outlook

Earnings/Sales releases Roche finished the year on a strong note, backed by healthy performances across key focus areas. Even the 2026 guidance was encouraging. The medium-to-long-term growth should...

Strong results for SAP, which still cannot escape the law of returning to the mean

Once again, MarketScreener is taking an approach to the DAX star that runs against the grain.

Volvo: Resilient Europe drives solid FY25 results amid a downcycle

Earnings/Sales releases Volvo reported strong FY25 results, with revenue aligning with expectations and profitability exceeding forecasts, driven by the truck and construction divisions, despite a...

Stock of the Day in Paris: Rémy Cointreau Stages a Winning Comeback, Early Signs of Relief for Growth

Rémy Cointreau announced Thursday a return to organic growth in the third quarter of its staggered fiscal year, buoyed by strong performances from its cognacs in the United States, more than...

Presight: Platforms Power Premium Performance

Presight AI Holding plc's share story has been buoyed by a clear wave of investor confidence, reflecting the strength of its narrative. The real pulse lies in its revenue drivers, intelligent...

MMG Share Soars as it Surfs the Commodity Wave

MMG Limited's record-breaking copper production and rising demand for electrification have fueled a significant stock rally, reflecting investor confidence in the company's strategic focus and...

Emcure Pharmaceuticals Witnesses a Growth Spurt

Recently, the company made headlines for snagging an exclusive WeGovy deal to distribute the weight loss semaglutide injection, Poviztra. This move sets the stage for a high-stakes showdown in the...