Analysis: Stocks

Alfa Laval: Execution narrative playing out as expected, but current valuation limits upside

Earnings/Sales releases Alfa Laval delivered good revenue growth, supported by solid execution across the three divisions. Orders declined as expected due to normalisation in marine, whereas Energy...

Sandfire Resources is Weathering the Storm

With copper moving into a must-have asset, it has sparked a windfall for Australian miners. While supply shortages and tech demand have pushed prices to historic levels, Sandfire Resources is...

NagaCorp Lights Cambodia's Tourism and Gaming Surge

NagaCorp continues to lead Cambodia's hospitality rebound, with Phnom Penh and Poipet casinos driving revenues and occupancy, thanks to extended incentives and resilient regional travel, while its...

ABB: Momentum Sparks Across Metrics

ABB Ltd. seems like a company that is on the up, with its shares reflecting growing confidence even as the broader market watches closely. Steady revenue drivers-regional electrification demand,...

Today's Stock in Paris - Publicis Punished by Market After 2026 Outlook

Publicis sits at the bottom of the CAC 40 index, despite delivering a solid annual performance. Indeed, investors snubbed its outlook, with the advertising giant forecasting organic growth of between...

More worrying signs at Exxon Mobil

Exxon is wrapping up a mixed financial year in 2025, with operating profit and pre-tax earnings lower than last year's, and above all about half the levels posted three years ago - in what was...

Orsted: Ørsted sells onshore Europe to CIP; low-end valuation, neutral impact

SIGNIFICANT NEWSØrsted will sell its European onshore assets to CIP for €1.44bn , contrary to earlier press rumours of a sale to Engie. The transaction is expected to close in Q2 2026, pending...

Orsted: Sunrise Wind restarts but delay costs and vessel risks still loom ahead

Significant news A federal judge has allowed Sunrise Wind to resume construction, echoing outcomes for Revolution Wind and Empire Wind. While positive, we estimate the halt has cost >$40m and...

Europe's automotive market in 2025: Electrified growth and increasing Chinese pressure

Latest Key insights from FY25 registrations reveal that electrification is driving growth, with hybrids now surpassing petrol as the leading powertrain. Chinese manufacturers are gaining momentum,...

Julius Baer: Good underlying results spoiled by one-offs

Earnings/Sales releases Operational resilience amid the clean-up phase, Julius Baer’s second half 2025 results outperformed consensus expectations. While earnings were weighed down by legacy credit...

Intesa Sanpaolo: Cash machine business plan

Earnings/Sales releases The fourth-quarter results were largely in line with guidance, thus enabling the management to confirm its 2026 net profit objective. The cautious new business plan points to...

Skandinaviska Enskilda Bank: Q4: High Payouts Cushion a Q4 Miss

Earnings/sales releases SEB’s Q4 PBT missed consensus by 10%, pressured by NII compression and negative jaws. While FY RoE lagged targets, a robust 17.7% CET1 ratio supported an increased 70%...

COSCO Charts a Course for Growth

COSCO SHIPPING Ports Limited has established its status as a premier global connector. From smart technologies revolutionizing terminal operations to sustainability measures reshaping port logistics,...

R R Kabel Powers Ahead with Strong Growth

R R Kabel is steering the surging global wires and cables boom, riding renewables and smart infrastructure to premium volumes, delivering strong profits and investor buzz amid disciplined expansion...

Hudbay Minerals is Fueling the Green Gold Rush

Despite a 28% drop in revenue and Manitoba's wildfires, Hudbay Mineral's strategic pivot to copper has investors-and Mitsubishi Corporation-betting big on a 2026 comeback.

Bombardier not yet struck by lightning, even as it flies through turbulent zones

Is the market still paying any attention to Donald Trump's antics?

CoStar in the crosshairs of famed activist Dan Loeb

Does the famed activist investor Dan Loeb read Zonebourse pages - or rather its English-language edition, Marketscreener?

Stock of the Day in Paris - Eramet: Swift Split Between the Board of Directors and Its CEO

Shock at Eramet. Following the official announcement late last night, just before 11 p.m., of the departure of its CEO, Paulo Castellari, by the Board of Directors, shares in the mining and...

Gloomy Outlook for Séché Environnement: Downgraded Profitability and Revenue Forecasts for 2025

Séché Environnement plummeted, marking the steepest decline on the SRD market this Monday morning following a profit warning for its 2025 fiscal year. The company attributed this warning to a...