Analysis: Stocks

Tata Elxsi's Growth Engine Needs a Tune-Up

Slower profits and a sharp slide in the share price show the market wants evidence before it buys back into Tata Elxsi's story.

Magna International Confronts New Industry Realities

The margin recovery is real, and so are the risks. The question is which one the market is paying attention to.

Where would AI lead Pharma in the long run?

Latest Pharmas' AI investments pour broadly into two areas: Compute infrastructure, and AI models and platforms. Neither provides a long-term competitive advantage since money can buy access to them....

Ericsson: Margin resilience highlights operational strength amid near-term cost pressures

Significant newsEricsson delivered a resilient second-quarter 2026 performance despite a challenging operating environment. Organic sales declined 1% YoY, while the adjusted gross margin improved to...

Obayashi Is Poised to Capture Japan's Infra Expansion

Japan's infra opportunity is clear; whether it can be fully captured remains the more important question.

AkzoNobel: Another acquisition attempt by Nippon - rejected!

Latest AkzoNobel has rejected another acquisition bid from Nippon Paints. The cited reason for Undervaluation is hardly surprising, given that the implied valuation multiples offer little meaningful...

Drägerwerk AG & Co KGaA: Strong Q2 beat; EBIT guidance floor raised

Earnings/Sales releases Dräger delivered a strong set of Q2 2026 preliminary figures, with both revenue and earnings ahead of consensus. The guidance upgrade on the EBIT margin floor was the key...

Backlog Keeps the Engines Humming at Cirrus

Aircraft sales, service revenue, and a growing ecosystem continue to push Cirrus Aircraft Limited forward, but investors seem unconvinced.

Can AI's newly rich revive luxury stocks?

While Wall Street is getting drunk on silicon, part of the wealth created by artificial intelligence is landing in Asia's luxury department stores. Bernstein sees an ''AI wealth effect'' that could...

AstraZeneca: An unexpected late-stage failure doesn't derail Astra

Latest Astra's cardiovascular drug, Wainua, failed a late-stage trial for a heart condition, and most of the drug's $5bn peak sales expectations hinged on this trial. Considering the firm's...

PageGroup finds its footing

The recruitment group is still operating in a weak hiring market. But a better second quarter, rising productivity and growth in Asia and the Americas suggest that the downturn may finally be losing...

Polycab's Profit Engine Is Running at Full Speed, Valuation Less So

Polycab India Limited is benefiting from strong industrial demand, although premium valuations demand continued delivery.

East Pipes is Turning Pipelines into Profit

East Pipes Integrated Company for Industry has delivered stronger earnings and cash flow performance over the past year. Investors appear to have taken notice, with the share price rising sharply as...

Wesfarmers Profits Climb as Shoppers Hunt for Deals

Operational efficiency has successfully pushed bottom-line growth ahead of revenue growth at Wesfarmers Limited. However, the stock's valuation leaves no room for error.

SK Hynix rides the wave

The Korean memory specialist's dual listing in the United States comes at an opportune moment.

Suedzucker: Südzucker Q1 26/27: Better margin, but sugar still bitter

Earnings/Sales releases Südzucker reported an improved Q1 margin, with EBITDA increasing despite a decline in revenues. This improvement was primarily driven by CropEnergies and reduced costs. The...

Barry Callebaut: Barry Q3: First signs of recovery

Earnings/Sales releases Barry Callebaut is exhibiting initial signs of growth, with volumes increasing after two years of decline and a slight improvement in customer confidence as cocoa bean prices...

Tuhu Car Stuck Between Growth and Reality

Tuhu Car Inc.'s business keeps advancing, although its shares suggest that investors are more interested in profit delivery than growth promises.

Crompton Greaves Is Wired for Growth Even as Costs Weigh Heavy Now

The opportunity looks compelling for Crompton Greaves Consumer Electricals, although whether growth can outpace rising costs is the question that matters most.