Equity Analysis

Babcock Int.: Steady Course, Rising Tide

Babcock International, the British engineering group embedded deep in the UK's defence and nuclear infrastructure, has delivered a first half that suggests a company rediscovering both its financial...

Soitec takes another hit

Despite Q2, which was in line with expectations, and a strong sequential rebound after a particularly weak Q1, Soitec enters H2 in a tough environment. Its full-year guidance is well below market...

The Crazy numbers behind Nvidia's publication

Last night, Nvidia reassured investors as the market was in doubt about AI. Growth rates remain impressive for a company that is already the world's largest company by market cap.

Sage succeeds in its external growth bet

The Sage, a Newcastle-based accounting software publisher, remains saddled with a valuation multiple compared to the sector average

NMDC India is getting to the c-ore

To say that the last quarterly results at National Mineral Development Corporation were good would be an understatement. All that digging has actually paid off for the company....

JD Sports runs to stand still

JD Sports, the trainer titan that once seemed able to outrun any market wobble, is now showing signs of strain. Its latest update paints a picture of a company still performing respectably, but doing...

J&J Snack Foods not managing to recover

The American confectioner's stock price ? owner of SuperPretzel, Dippin' Dots, and Philly Swirl among others ? has fallen back to the levels it held twelve years ago.

German tech has not said its last word

Our screener highlights three German software companies that combine growth momentum, financial strength, along with valuations that are still reasonable. The filter is based on the ability to...

Ams-Osram is fighting to stay alive

Born from the acquisition of German lighting specialist Osram by Austrian semiconductor manufacturer AMS, the group has suffered one setback after another.

On borrowed time, Imperial Brands remains extraordinarily profitable

Cigarette manufacturers' return to favor is one of the highlights of the year on the financial markets.

BlackRock's strategic real estate expansion

BlackRock, Inc. demonstrated resilient strategic execution, leveraging strong asset management capabilities, technology-driven growth and targeted acquisitions to enhance its investment platform and...

Credit Saison introduces Blockchain-Focused Onigiri Capital

Credit Saison Co. Ltd. reported robust FY 22-25 growth, fueled by disciplined execution and high demand for credit services. The launch of Onigiri Capital enhances its strategic portfolio, targeting...

Health insurers are taking another hit

In an offensive post on Truth Social, Donald Trump lambasted health insurers for capturing trillions of dollars and cheating America. The sector has already been shaken by a series of negative signals...

J&J Snack Foods fails to rebound

The share price of the American confectioner-owner of the SuperPretzel, Dippin' Dots, and Philly Swirl brands, amongst others-has fallen back to the level it was at twelve years ago.

Ameriprise boosts wealth management capabilities

Ameriprise Financial, Inc. has reinforced its position through sustained operational discipline, a differentiated client experience and continued innovation in its wealth management and technology...

Medpace: From Q3 25 success to future horizons

Medpace Holdings, Inc. reported outstanding Q3 25 results, with significant revenue growth driven by strong performance in metabolic studies and robust new business awards. Strategic expansion in core...

Disney completes a transformative decade

Disney has achieved 3% year-on-year revenue growth. Adjusted for inflation, however, this figure remains completely stagnant.

Peloton continues to fall behind

Having taken off into zero gravity, one of the darlings of the US market during the pandemic has come crashing back down to earth.

Société Générale's incredible comeback

It has been a spectacular year for France's third-largest banking group, which has seen its market capitalization double in the space of twelve months.