Analysis: Stocks

Critical Metals Corp.: When Arctic geopolitics exposes an industrial bet

The +154% leap in the Citical Metals Corp. stock price since the start of 2026 reflects both speculative froth and a major realignment of Western strategic priorities. Behind the media noise sparked...

TMX Group: Successful, even amid Market Volatility

The Canadian company is banking on heightened market activity as investors navigate a shifting economic landscape. The exchange powerhouse has strengthened its bottom line, hinting that the company is...

SABIC: Leading the Fertilizer Charge

SABIC Agri Nutrients fortifies a Gulf edge by leveraging an integrated nitrogen-phosphate-specialty portfolio, disciplined pricing and low-carbon solutions, capturing booming Asia-Pacific demand while...

Mapfre flags Latin America headwinds in Q4

Following a pre-close update, Mapfre warned of two adverse developments in Latin America that will hit Q4, tied to Mexico's tax reform and Colombia's minimum wage increase, with an estimated...

Alstom posts solid Q3, guidance unchanged

Alstom reported a robust third quarter with strong order intake and steady sales, while maintaining full-year targets. Cash generation remains weighed by delayed TGV homologation, but management...

Virbac beats 2025 targets, lifts 2026 outlook

Virbac closed 2025 with CERS sales growth above its upgraded guidance, driven by broad-based demand in companion and farm animal lines. The group guided to 2026 growth and margins ahead of consensus,...

Lockheed Martin shares hit record highs as investors brush off Trump's threats

The world's largest defence group's stock is reaching new new peaks, seemingly unfazed by Donald Trump's warnings.

GSK: shareholders urge company to step up reinvention

After resigning amid a crisis of investor confidence in her ability to genuinely steer the drugmaker to £40bn in revenue by the end of the decade, Emma Walmsley handed over the chief executive role...

Informa delivers strong FY25, upbeat 2026 outlook

Informa reported a slightly better-than-expected FY25 trading update and outlined a stronger 2026 outlook, underpinned by its majority-owned InD venture with Dubai World Trade Center. Guidance points...

Tsuruha Scaling New Heights

Tsuruha Holdings Inc. is writing the next chapter in its story, around smarter, more selective store expansion, a strengthened dispensing franchise, and a refreshed brand strategy that makes...

Fortis Healthcare: in top shape

Fortis Healthcare Limited seems to have found its stride, thanks to steady demand across its hospitals and more high-quality patient services. This strong execution is filtering through to better...

Shanghai Chicmax Cosmetic - beautiful make-up

The Chinese company put its money on data and science-backed R&D over marketing fluff, and it seems to have paid off. The company can rest easy for now. Its flagship brand Kans has dominated digital...

What could shake TSMC?

The Taiwanese foundry has a strategic position at the heart of semiconductor production, essential to the rise of artificial intelligence. Like any company in an ultra-dominant position, TSMC is more...

BMW, Yet Another German-Style 'Bond Stock'

The past decade of BMW's share-price stagnation is likely not unrelated to the flurry of reductions in target prices issued by brokers.

Bossard tops Q4 sales guidance, no inflection

Bossard slightly exceeded the upper end of its Q4 sales guidance, aided by acquisitions and tariff pass-through effects. Management reaffirmed the around 10% EBIT margin target, underscoring...

LVMH Falls on New Tariff Risks and Morgan Stanley's Downgrade

LVMH is posting one of the shapest falls on the CAC 40 this Monday. Shares in the luxury giant are retreating on the back of Donald Trump's fresh tariff offensive on Saturday, along with a downgrade...

Super Retail's Record Revenue Faces a Reality Check

The retail powerhouse faces pressure at its bottom line as Australian households pivot to being value conscious shippers. Even as late 2025 brought a Christmas miracle , the company will need to...

TECOM's Occupancy Rates Soar

TECOM Group's story is one of steady momentum. Built on a business model that weathers the ups and downs of real estate cycles, it keeps delivering reliable earnings and, in turn, steady gains in its...

WisdomTree, Inc. : Differentiation in a Scale-Driven ETF World

Founded in the mid-2000s, WisdomTree emerged as an early innovator in exchange-traded products, thanks to differentiated, rules-based and thematic strategies as ETFs began reshaping asset management....