Analysis: Stocks

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.

Lundin Gold Goes Beyond The Gold Rally

Record cash flows and surging profits highlight Lundin Gold Inc.'s strength, but a softer share price suggests that investors are looking beyond the gold rally.

Can LTTS's Engineering Intelligence Strategy Reignite Market Confidence?

Strong demand for AI-led engineering supports L&T Technology Services Limited's long-term outlook, but improvement in profitability remains an area for attention. ...

The end of Europe’s defense dream?

Significant newsDefence stocks rallied on the promise of a European rearmament supercycle. NATO’s commitment to raise defence and security spending to 5% of GDP by 2035 looked like the ultimate...

Meta knocks neo-clouds out of the sky

Meta's entry into the market for renting computing power significantly changes how investors should read the investment cycle in artificial intelligence.

Ford manages to maintain its appearances

All the American automaker's lineups remain highly successful.

Telstra stock finds its footing again in the market

Australia's leading mobile operator is climbing back after a tricky cycle.

Kinnevik Investment: Q2 26: Kinnevik reaffirms strategic change at the helm

Earnings/Sales releases Kinnevik published apparently good results in Q2 26, simply driven by multiple expansion and positive currency changes. The positive aspect for shareholders was rather seen in...

How does the AI Capex look three years down the line?

Significant news This note examines whether the current AI infrastructure investment boom is sustainable, questioning if hyperscaler capital expenditure can support consensus semiconductor revenue...

Link REIT Waiting For The Rent Reset

Link Real Estate Investment Trust looks like a company caught between yesterday's leasing pain and tomorrow's recovery hopes, with investors still waiting for the second part of that story to show up...

Bahri Is Powering Saudi Trade Ambitions

Saudi Arabia is reshaping global trade routes. The question is whether National Shipping Company of Saudi Arabia's earnings momentum is merely strong or structurally different this time. ...

CD Projekt: Update after a meeting with CD Projekt

Significant news On 6 July, we met with CD Projekt’s IR team in Warsaw to discuss the company’s current situation and our forecasts. Fact We believe that the 70% reduction in CP2077 price had a...

Rogers Communications Is Growing with a Steady Core

Rogers Communications Inc. has had a decent run in the market, but the real story underneath is less exciting. Growth is leaning on new additions, while its core telecom business still feels slow and...

Hirose Electric Benefits from Revenue but Valuation Tightens

Japan's technology investment cycle is accelerating, and Hirose is a clear beneficiary. The challenge is whether fundamentals can keep pace with optimism.

BWP Trust Relies on Higher Rents to Boost Net Profits

Australia's multi-billion-dollar infrastructure boom and a resilient retail sector should have helped BWP Trust. How far will this ideal market placement help the company?

Hermes at 1,600 euros: what if real luxury is somewhere else?

The recent pullback in luxury has created genuine buying opportunities. Yet the price of entry into the industry's giants remains high. A closer look at three companies with compelling profiles,...

Sky Perfect JSAT's Profit Soars on Space Boom

Japan's space push is giving Sky Perfect JSAT Corporation a tailwind, lifting profits with tighter costs while the market cheers the story harder than the actual growth.