Equity Analysis

Systena's strategic collaboration to expand sales

Systena has reported robust performance for Q1 26, strategically aligning for sustained growth through high-value DX, PMO, and AI applications. The enhanced collaboration with SB C&S to expand SaaS...

Unprecedented value destruction at Canadian operator Telus

Ten years of stockmarket underperformance for the Canadian telecom operator, which is currently valued at historic lows.

BMW: Another victim of a sluggish market

Shares in the German car maker fell sharply yesterday after it lowered its annual targets. This warning once again illustrates the difficulties facing the European automotive sector.

Getac Holdings expands portfolio with innovation

Getac Holdings delivered robust topline growth in Q2 25, driven by higher demand for rugged computing solutions and edge AI-enabled systems. The company's strategic innovation, including the launch of...

Delta launches AI-driven Cobots

Delta demonstrated robust top-line momentum in Q2 25, propelled by dynamic expansion in its main segments. The company's deepening focus on AI-enabled manufacturing and automation marks a strategic...

Growth prospects still wide open for MercadoLibre

The South American Amazon is the continent's largest company, as well as one of the world's top five e-commerce players....

Phibro Animal Health Corporation : New Animal Growth Phase

Phibro Animal Health became one of the most dynamic mid-cap names in the animal health space. Known for its broad mix of medicated feed additives, vaccines, and nutritional specialties, the company...

Saudi Aramco back to the "Covid trading floors" again

This is a historic low for Saudi Aramco's share price, which is now trading at the same level as during the peak of the pandemic panic in spring 2020.

Boot Barn Holdings store expansion drives Q1 26

Boot Barn Holdings commenced FY 26 with impressive earnings momentum, driven by strong same-store sales growth and strategic store expansions. The company's renewed partnership with Affirm underscores...

Constellation Brands finally caught up by sector crisis

Still the favorite of investors in a struggling sector, the brewer of Modelo and Corona-which published its interim results on Monday-has nevertheless begun to fall from its pedestal.

RPM International Inc. : A Dividend King That Keeps Building

Founded in 1947 and headquartered in Medina, Ohio, RPM International Inc. remains a global leader in specialty coatings, sealants, and building materials. From residential paints to industrial...

+100% in six months: is history repeating itself for Kering?

It's becoming almost a habit: Kering is leading the CAC 40 - and by a wide margin as well, with the stock is up 6% on the day at the time of writing. Today, Kering is benefiting from Morgan Stanley's...

Still no fizz at Constellation Brands

The American beer, wine, and spirits giant is going through a tough time. Before the publication of its Q2 results, the market feared a further downward revision of forecasts. In the end, the group...

APAR Industries unveils ambitious CapEx strategy

APAR Industries posted resilient growth and market leadership for Q1 26, reflecting strong domestic demand and robust export momentum. Management's strategic investments and efficient execution place...

LT Group's strategic real estate investment

LT Group's Q2 25 results included solid revenue growth, with a notable rise in operating income, driven by strong performance in the banking and tobacco segments. The company is planning strategic...

Aston Martin on the brink

Bad news for the British car manufacturer, which is once again lowering its earnings forecasts, citing the impact of US tariffs.

Mondi's back's against the ropes

In a challenging market environment, the Anglo-Austrian packaging and paper giant has posted disappointing results for its third quarter. The stock has fallen sharply on the London Stock Exchange,...

Hornbach capitalizes on growth in renovation market

Hornbach Holding's recent updates underscore substantial progress, including strong H1 26 earnings driven by increased customer traffic and demand, strategic store expansions, and modernization...

COMSYS Holdings' strategic expansion into Southeast Asia

COMSYS Holdings demonstrated continued operational resilience in Q1 26, driven by solid performance across core segments and incremental advancement in strategic growth areas. The recent move to...