Equity Analysis

Omnicom at multiples not seen since the subprime crisis

With the acquisition of Interpublic, officially completed on November 26, Omnicom reclaims the world top spot in the advertising sector from Publicis.

Is AutoZone ready to put its foot down again?

Despite strong business momentum, the US auto parts specialist is being caught by the impact of tariffs. The stock had soared since 2021, but has dropped 20% since September. Should we worry, or...

BHP Group: Mining marvels and copper dreams

With impressive growth in copper and coal production in its last quarter, along with strategic deals and ambitious decarbonization efforts, BHP's global reach and financial performance strengthen its...

Tencent's AI of the Tiger Unlocked

Its peers could sure watch and learn. Tencent's investment in Artificial Intelligence is now paying off. It is driving increased efficiency, boosting ad tech performance and is generating more free...

ICG: Building strategic bridges with Amundi

ICG plc presented sustained organic growth, driven by strong client demand and the strategic expansion of its fee-based product offerings. The recent long-term partnership marks a transformative step...

Adobe defies forecasts and secures another blockbuster year

It's business as usual at Adobe, which is stringing together yet another consecutive quarter of growth and, for the moment, handsomely disproving fears of AI-driven disruption.

Arista Networks spins the web at the core of networks

Founded on the idea that Ethernet would ultimately subsume all critical cloud uses, Arista built a simple and highly effective model: designing its own hardware, its operating system , and a full...

An opportunity to seize in The Campbell's Company?

The soup-and-snack giant's share price is at a 10-year low. Blame inflation and tariffs.

Rogers lights up Eastern Ontario with 34 New 5G Towers

Rogers Communications, Inc., is steadily connecting Canada's digital services, including wireless, cable, and media, all working smoothly together. Management is optimistic, investing wisely and...

ADNOC Gas shines despite crude oil slump

ADNOC Gas is making some smooth moves. It pulled a record $1.34bn in net income, up 8% from last year. The secret sauce behind this success is still the huge demand back home.

Toll Brothers retains investors' confidence

There are no clear signs of a rebound for the fourth-largest homebuilder in the US.

Long ordeal for ThyssenKrupp

Do not call ThyssenKrupp a steelmaker anymore, as the German group has found itself a new identity: it now presents itself as a financial holding focused on the management of a portfolio of...

Lumentum: from fiber to the heart of AI

Lumentum Holdings has established itself as one of the key suppliers of photonic building blocks. Spun off from JDS Uniphase in 2015, the group has refocused on two businesses: optical components for...

British American disappoints despite share's recent rally

The year 2025 has finally proved to be disappointing for the British cigarette maker, which has reported revenue growth that is below inflation and only single-digit growth in its NGP category, along...

CESC's renewable leap approved

CESC Limited demonstrated operational stability and resilient revenue growth, propelled by heightened electricity demand and its integrated business model. The company's recent strategic commitment to...

Intellect is transforming lending with AI

Intellect Design Arena Limited is strengthening its leading position in digital banking by delivering robust growth through advanced AI-powered platforms and product innovation, driving deeper client...

Ship Healthcare is navigating choppy waters

It's not exactly news that Japan has an ageing problem. Incidentally labelled the 2025 problem, the baby boomer generation is now 75 or more at the end of this year. What we are trying to say is, the...

BAT faces slow growth as U.S. vape battle intensifies

British American Tobacco is promising progress, but its latest trading update shows a company caught between accelerating demand for nicotine alternatives and growing pressure on the fiercely...

Brown-Forman authorizes a first wave of share buybacks

The American spirits group published its semi-annual results at the end of last week.