Analysis: Stocks

China Tobacco International Profits Despite Bad Weather

The world's largest tobacco company, China Tobacco International is weathering the heat. While H1 2025 revenue lit the bottom line, there are a few niggles on the horizon. For one, there's the...

Getlink still backed by its shareholders

2025 was a lacklustre year for the Eurotunnel operator, in which its consolidated revenue actually fell by 1%.

Aldrees Operational Efficiency Drives Success

Aldrees Petroleum rides a surging global energy wave, blending a vast station network with logistics heft to capture rising demand. Its latest results highlight efficiency gains, while shareholder...

Rio Tinto-Glencore merger seen as last mega-deal

Rising geopolitical frictions have not dented investor appetite for Metals & Mining, with Rio Tinto and Glencore’s merger talks sharpening focus on copper, dealmaking scope, and regulatory risk....

Essity delivers mixed Q4 as volumes lag

Essity posted a mixed fourth quarter, with Profitability exceeding expectations thanks to cost relief, but organic sales slipping as volume and price/mix lost momentum. Investors remain focused on...

Ubisoft cuts guidance again and takes write-down

Ubisoft warned of a deeper downturn, citing 13 game cancellations or delays and a EUR 650m write-down. The publisher now targets EUR -1bn in non-IFRS EBIT this year and has withdrawn its 2026/27...

Investor outperforms in Q4 amid FX headwinds

Investor’s NAV rose 6% in Q4 to SEK 954bn, with adjusted NAV up 14% in 2025 and total shareholder return beating SIXRX by 2pp. Listed holdings drove gains while FX weighed on private assets;...

Carl Zeiss Meditec warns after weak Q1

The German eye care group issued an early preliminary update that missed consensus and signaled weaker Profitability, saying its FY 2025-26 targets are under review. Guidance will be updated before Q2...

Getlink raises 2025 Ebitda guidance on resilience

Despite a reported 1% revenue decline to €1.595bn due to ElecLink normalisation, Getlink's core businesses delivered record sales and stronger profitability. A final €55m insurance compensation...

Bankinter nudges 2026 guidance on cost savings

Bankinter delivered in-line Q4 results with a stable margin, robust loan growth in Portugal and Ireland, solid fee momentum, and benign Asset quality. Management slightly improved 2026 guidance,...

Aryzta signals progress in FY25 trading update

Aryzta's latest trading update reassures after recent uncertainty, with Organic Growth set to top consensus, stronger free cash flow from working capital gains, lower financing costs, and early...

Ubisoft hammered on the stockmarket after its profit warning

Ubisoft was obliterated on the stockmarket this morning, after issuing what Oddo BHF called a mega profit warning. ...

Luk Fook's Jewelry Brilliance Continues to Shine

Luk Fook Holdings Limited's booming H1 26 performance reflects a sparkling global jewelry market, fueled by resilient Asian demand, premium strategies, and digital innovation while navigating gold...

Capstone Copper Mines has Deep Pockets (and Volumes)

The company is leading the way, despite mechanical setbacks in Arizona and labor unrest at Monteverde. The Vancouver-based heavyweight has managed to convert its volumes into revenue in the latest...

Huber + Suhner sales steady, orders grow

Huber + Suhner reported sales in line with guidance and a double-digit increase in order intake, supported by strong Industry and Communication demand. The company gave no new FY26 guidance, while...

3M Now Back from the Wilderness

Yesterday, the market reacted poorly to the US group's full-year results.

Hera updates business plan as results miss

Hera released a refreshed five-year business plan alongside preliminary 2025 figures that came in slightly below consensus. The group raised investment ambitions, kept leverage in check, and set 2029...

Currys raises guidance on Nordics recovery

Currys reports 6% LFL sales growth on strong peak trading, driven by market share increase in the United Kingdom and Nordics, Omni-Channel Sales Growth, Recurring revenue growth and rising credit...

Burberry lifts Q3 sales on Asia strength

Burberry reports a second straight quarter of sequential retail improvement, driven by Greater China and Asia Pacific. Double-digit growth among Gen Z customers and stronger outerwear and scarves...