Equity Analysis

Tesco's discount has now closed

The price war and creeping inflation in operating costs have not spared the British retailer, which yesterday published mixed interim results on Thursday 2 October.

Jaguar Land Rover on state life support after cyberattack

A frozen factory, halted production lines, suffocated suppliers-and, at the center, a manufacturer trying to restart the engines. Over a month after the cyber incident was revealed on September 2,...

General Dynamics' growth prospects amid record military spending

General Dynamics performed well in H1 25, driven by exceptional growth in its Marine Systems and Aerospace segments. Strategic contracts and record companywide orders underscore its strong market...

Sunonwealth Electric scales cooling fan production

Sunonwealth Electric continues to demonstrate resilient growth momentum, supported by robust performance across its primary business segments and improved operational efficiency. The company's ongoing...

Pubs, profits and the Wetherspoon gamble

In the saturated world of British pubs, few names provoke as much reaction as J D Wetherspoon. Revered by bargain-hunters and reviled by some industry purists, it's a chain synonymous with cheap...

An original idea in AI at an attractive valuation

Finding a truly original idea for AI stocks today has become an extreme sport. The stories are similar, as are the promises. And for those who want to look beyond the beaten track and the Mag10 club ,...

Shunned by the market, Paychex is consolidating its position behind ADP

The merits of investing in the American software publisher specializing in human resources administration have already been discussed twice in the columns of MarketScreener.

Tate & Lyle: the gum isn't sticking

The British food ingredients producer's share has fallen sharply after it reduced its annual forecasts. Its market cap. is now below $2bn, despite the recent acquisition of CP Kelco, a specialist in...

Nike: An improvement that leaves something to be desired

The sports equipment manufacturer should be able to catch its breath a little today after the publication of its quarterly results. However, the underlying situation remains unchanged. This is obvious...

Greggs steady in stormy retail climate

Greggs has posted a modest rise in third-quarter sales, underscoring both the resilience and the challenges of operating in a highly competitive and inflation-sensitive market.

Pipeline and Storage boost Atmos Energy's Q3 performance

Atmos Energy's recent updates underscore impressive accomplishments, including strong Q3 25 earnings with substantial revenue and profit growth, strategic investments in infrastructure modernization...

A. O. Smith driving growth through innovation and acquisitions

A. O. Smith faced challenges in Q2 25, although is strategically positioning itself for long-term growth through innovative water technology solutions and strategic acquisitions. The purchases of...

Constellation Software & Co: Double alert, triple opportunity?

Few listed companies have had such a breathtaking journey as Constellation Software, or its two recent spin-offs, Topicus and Lumine.

Suzlon steady on fundamentals, stuck in market drift

The Indian wind turbine maker matched expectations on sales but missed on earnings in Q1 2026. The stock remains stuck in consolidation, yet a record order book and solid balance sheet continue to...

Jefferies offers a lesson in discipline with its share buyback program

At the beginning of the year, we warned that the US investment bank's valuation was entering high-risk territory after an exceptional 2024.

Meidensha's strategic acquisition boosts green portfolio

Meidensha delivered decent topline growth in Q1 25 with notable momentum, supported by solid performance across core business segments and proactive expansion of its portfolio. The newly introduced...

TV Asahi Holdings investing in innovation-led expansion

TV Asahi Holdings demonstrated robust operating momentum in Q1 26, underpinned by broad-based growth across its television and digital businesses, and ongoing gains in profit margins. In addition, the...

Motorola launches AI-assisted incident response solutions

Motorola demonstrated strong momentum in Q2 25, strategically positioning itself for long-term growth through mission-critical communications and security solutions. The launch of the WAVE PTX...

ASOS battles for growth as profits climb but sales slip

Online fashion giant ASOS has reported a year of striking contrasts. The retailer, once famed for its meteoric rise among twenty-somethings, delivered a sharp improvement in profitability for fiscal...