Analysis: Stocks

Back in the business with a bang !

Significant newsAfter two years of stagnation and a first half of 2026 that many saw as the death knell for IT services, Accenture has just reminded the market that the sector still matters. Its solid...

Electrification drives August registrations as Chinese OEMs reach record market share

Latest European passenger car registrations increased, driven by the growth of electrified powertrains, particularly BEVs, with significant contributions from Tesla. Chinese OEMs excelled, especially...

Gaming & Gambling: growth is getting expensive

Latest The sector sell-off reflects a reset in earnings quality rather than a collapse in demand. Growth remains healthy, but higher taxes, rising CAC, heavy investment, and prediction-market...

Paramount Skydance-WBD mega-merger: Bond investors' high-stakes bet

Have Paramount Skydance and the Ellison family taken on more than they can handle?

China Resources Pharmaceuticals Needs More Than Distribution Scale to Win

China Resources Pharmaceuticals Group Limited increased sales, but investors are paying closer attention to profits.

Alamos Gold Chases More Value From Its Island Gold District

The company turned stronger gold prices into higher earnings, even as AISC pressures persisted.

Kaufman & Broad resists an apocalyptic environment

Like its peers, the French property developer is taking the full brunt of the construction sector's punishing downturn, altough the damage is kept in check.

Ferrovial, the builder that has learnt to live off recurring income

The Spanish group has just wrapped up the commercial agreement for a $9.2bn highway project near Nashville, which it will operate for fifty years. This is a chance to understand a model where...

Colruyt: AGM brings a profit warning

Latest Colruyt has issued a profit warning, guiding FY26/27 operating profit to a ‘limited decrease’ vs €465m, a clear step down from June. The combined market share slipped to 28.3% ,...

CarMax Rebounds Despite a Tough Backdrop

In the United States, the rebound in the used-car market is taking hold after the brutal post-pandemic hangover.

MAAS Fires on All Cylinders but How Long Can its Momentum Last?

MAAS Group Holdings Limited is in the right place at the right time, with little room for error. ...

Toyota Tsusho Connects Rare Earths to Its Earnings Engine

From rare earths to semiconductors, Toyota Tsusho Corporation's diversified bets are paying off.

Spotify and the music industry, the glass ceiling for a giant that pays out two thirds of its revenue

The Swedish group has just crossed the threshold of 300 million paying subscribers, a record no one had reached in audio. Yet for every euro it takes in, it pays out nearly 67 cents to rights holders...

Juventus Cornered Into Another Capital Increase

Sports teams are decidedly fickle assets.

Extra Space Storage Inc. : The Storage Recovery

Having absorbed the largest wave of new self-storage construction in the sector's history, Extra Space Storage is regaining pricing power. The Salt Lake City REIT, whose roots go back to 1977, is the...

Garmin Ltd. : The Price of Premium Watches

Three years ago the question was whether Garmin had lost its way. The answer arrived in the numbers: revenue has grown by roughly half since 2023, operating income has climbed to records, and the...

Brazil: regulatory reversal puts growth investments on hold

Latest Brazil has suspended fixed-odds betting, including online Sports betting and casino games, with platforms required to shut from 6 October. Congress can still approve, amend or reject the...

FICO Loses Its Monopoly Status… and a Fifth of Its Value

For decades, no American could buy a home without going through a score provided by a single company. The regulator has just put an end to that by opening the door to a competitor. Fair Isaac shares...

A strong 10-year run for Legrand, ideally positioned for the next cycle

The electrical equipment maker ranks among those slow and steady investments that rarely disappoint....