Analysis: Stocks

BMW Badly Shaken by the End of the Chinese Eldorado

BMW has halved its automotive margin target for 2026. The Munich-based automaker, long the most consistent of the German Big Three, is now targeting a margin between 1% and 3%, down from the previous...

Colruyt: FY25/26: No major surprises, but cautious outlook drags

Earnings/Sales releases Colruyt’s FY25/26 results matched expectations with €465m EBIT, but severe Belgian competition and Sunday trading drove a 50bp market share loss to 28.5%. Management’s...

Lenovo: the Next to Break Through the Ceiling

It's a record-breaking year for the Chinese hardware giant, which is smashing through expectations and moving past a difficult period that lasted since the post-pandemic slump.

Precious metals' sudden and brutal sell-off

Latest After an ecstatic start to 2026, Precious Metals had a brutal reality check. Even Iran war risks failed to revive sentiment. To be fair, such speculative dash had to end or reverse eventually....

Nvidia Weighs up Options Ahead of Massive Share Buyback

A double surprise has emerged at Nvidia, where the market capitalization is now trading at its lowest earnings multiple in 5 years, even as the group yesterday announced that is raising $25bn through...

Mizuno's Growth Story Gets Real

Mizuno Corporation is riding strong demand and smart retail shifts, but the stock already seems to be pricing in a lot of this good news.

Can Emami's Growth Hold Amid Margin Pressure?

Emami Limited's story is a mix of steady brands and evolving bets. While recent performance has been a bit soft and the stock has taken a hit, its strong rural base and premium push in cities keep its...

Saint-Gobain Shareholders Cheer Dahl Sale While Kesko Investors Recoil

A tale of two reactions: while the market applauded Saint-Gobain's divestment of Dahl, its Scandinavian plumbing and heating distribution subsidiary, the acquisition by Finnish firm Kesko met a cool...

Pantoro Gold Gains Financial Ground as Stock Market Hesitates

Pantoro Gold Limited's flagship project looks like a guaranteed winner at face value. However, it also brings the harsh realities of a single-mine operation.

CMOC Cashing In While The Cycle Cooperates

With strong earnings and a stock that's already up significantly, CMOC Group Limited's trajectory still feels like it's chasing the commodity price cycle more than leading it.

Eramet: New shareholder news is promising, but not the ultimate fix

Latest Orion consortium is believed to have expressed interest in buying out Duval’s controlling stake in Eramet. This is finally some good news, after a spate of terrible developments in recent...

Metro Brands's Revenue Expansion Hides Some Soul Searching

Even as Metro Brands Limited is riding India's retail boom to lock in double-digit revenue growth, it faces a tougher game where growth depends on everyday execution.

Jardine Matheson Plays the Long Game With its Quiet Reset

Jardine Matheson Holdings Limited is quietly reshaping itself into a more disciplined conglomerate, with its mix of consumer, property, and industrial businesses doing just enough to keep the story...

Adobe penalized by the market once again - despite solid results

In a textbook example of the rout facing formerly untouchable software stars, Adobe released its interim results after yesterday's closing bell. Investors frowned on the report with a mix of...

A Word in Your Ear: SpaceX, an IPO Between AI and Mars

The SpaceX initial public offering is shaping up to be an historic event. Yet, beyond the rockets and Starlink, the filing submitted to the SEC reveals a company whose future now appears as closely...

Chewy: Beat and Lower

Chewy has delivered the quintessential beat and lower scenario: a solid Q1, albeit with a reduction in its annual outlook. This explains the stock's rollercoaster performance, jumping as much as 7% in...

OHB: The Discreet European Space Champion Riding the Defense Wave

A German satellite specialist, OHB has become a key player in European space sovereignty. Yet, despite a record order book and a surging stock price, its profitability remains fragile, while its...

Is Suntory's Bottom-Line Losing its Fizz?

Suntory Beverage & Food Limited's shift toward premium and health-conscious drinks is hitting the right consumer trends, although hasn't protected its bottom line.

WHSP Holdings Truly Shines after its Merger

WHSP Holdings Limited looks busy on paper, but most of the action comes from reshuffling the portfolio and booking gains.