Analysis: Stocks

SigmaRoc further strengthens its position in a strategic industry

The London-listed lime producer reported its interim results yesterday.

Wacker Chemie: Understanding the polysilicon speculations

Latest Wacker's polysilicon business has been under pressure for years now, given Chinese overcapacity. Semis have been the growth engine, partly offsetting the decline in solar sales. The...

Yihai International Cooks Up a Storm With Its Hot Pot Products

Yihai International Holding Ltd. has delivered stronger profitability, although investors remain focused on whether the company can sustain this momentum over time.

Mobily Sees Demand Climb, Shares Less So

Saudi Arabia's digital ambitions are getting bigger by the year. Whether Etihad Etisalat Company can turn that opportunity into outsized shareholder returns is far less certain....

Redox Turns Customer Wins Into Stronger Earnings Growth

Redox Limited shares have caught investors' eye, although the bigger question is whether steady expansion can keep the momentum going.

Based on fundamentals, there's nothing mysterious behind the slump in EssilorLuxottica's share price

Is EssilorLuxottica's harsh stockmarket setback over the past ten months linked to the Florentine drama playing out behind the scenes for control of the group?

Australia's Arafura Rare Earths is testing shareholder patience

The powerful resurgence of investor interest in the mining sector has yet to lift Australian rare earths specialist Arafura.

Fifteen Years at Apple's Helm: Taking Stock of Tim Cook's Tenure

Tim Cook's fifteen-year tenure at the head of Apple has been, in every respect, a genuine success.

Last lap for Exmar, ahead of a probable forthcoming delisting

As a company that is over 200 years old, the Belgian shipowner specializing in gas shipping and floating regasification infrastructure recently posted strong interim results.

Daifuku Bags the Orders and Banks Profits

Record orders have created the opportunity as North America fuels Daifuku Co. Ltd.'s engine.

Elgi Builds Momentum Across Global Factory Floors

The shares are near their highs, but investors are now watching whether the business can keep up with expectations.

Bastide Le Confort Medical: FY sales beat guidance - end of coverage on 1st of October

LatestBastide ended FY25/26 above its revenue target, with Q4 organic growth recovering as the VPH headwind faded, confirming the one-off nature of the disruption. The margin guidance of c.9.0% is...

CD Projekt: Q2 results came in far ahead of consensus

Earnings/Sales releases In Q2 26, CD Projekt’s results exceeded consensus estimates by 22-57.7%. H2 26 results should be positively impacted mainly by higher sales of CP2077 following the planned...

Measured Progress, but Real Gains at Victoria's Secret

Victoria's Secret has just posted solid H1 results, although that has not stopped the market from greeting them with caution.

En+: Beneficiary of resilient Energy and Rusal + Nornickel's revival

Latest En+ reported strong H1 results. Besides strong Aluminium operations, results were further complemented by sustained Energy resilience and impressive show for Nornickel. With promising...

Fortum: Fortum clears final hurdle in NOK 5.1bn Elmera bid

Significant news Fortum has cleared its final competition approvals for Elmera, with sign-off today, 3 September, from the Norwegian, Swedish and Finnish authorities plus the Swedish Inspectorate of...

Tasmea Squeezes More Profit From WorkPac Acquisition

Projects are flowing, and Tasmea Limited is busier than ever. However, the room for disappointment is getting much tighter.

Ying Mining District Churns Sterling Results for Silvercorp Metals

Silvercorp Metals Inc.'s shares have surged, but the real question is whether metal prices can keep the momentum going.

OpenAI, What If It Doesn't All Go According to Plan?

I do not think OpenAI will go public. Or, more precisely: I think the company will do everything it can to avoid actually facing the public markets as long as it does not have near-certainty it can...