Analysis: Stocks

Eureka Forbes: Diverse Purifier Push Drives Upside

Eureka Forbes Limited is navigating a curious gap between its steady operational progress and a share price that still lags, offering an interesting narrative for retail investors. The company's...

Resolute Mining Limited has Gold to Thank for its Gilded Payday

The company hit the jackpot in 2025. While production volumes cooled as the Mako Mine transitioned to stockpiles and Syama underwent upgrades, soaring gold prices turned a potential output slump into...

Gecina: Dividends will provide a steady income stream

Significant news Gecina asserts its readiness for a new growth cycle. However, we believe the commencement of this cycle is not imminent, as the end market continues to deteriorate. Despite this,...

AstraZeneca: Bright 2026 outlook a key takeaway

Earnings/Sales releases Even though Q4 25 operating profitability missed the street's expectations, Astra met its full-year CER guidance. The Q4 performance was largely driven by cancer, respiratory,...

TUI Group: Strong cruises countered by Markets+Airlines (temporary?) booking softness

Earnings/Sales releases TUI's Q1 results delivered a halved net loss that outperformed consensus, driven by an appealing performance in Cruises and reduced losses in Markets+Airlines. However, the...

Neste: Good Q4 performance, with capex and turnarounds in focus for 2026

Earnings/Sales releases After a Q4 marked by elevated Margins, the contribution from Oil Products is expected to decline, reflecting lower 2026 volumes linked to the Porvoo turnaround. Renewable...

Kering: Early traction, stronger footing

Earnings/Sales releases Kering FY25 results came slightly ahead of expectations, with clear sequential improvement in Q4 across brands and regions. Sales are not yet back to growth, but all major...

BP: Balance sheet improves, equity returns paused ahead of new CEO

Earnings/Sales releases BP delivered disappointing Q4 results. Operational execution remained solid, with upstream production at 2.34 mboe/d and refining availability high at 96%, while balance sheet...

Banca Monte Dei Paschi Siena: Waiting for the new business plan

Earnings/Sales releases The fourth quarter results were largely in line with expectations on a standalone basis. Unfortunately, we will have to wait for the release of the group's new business plan,...

Koninklijke Philips NV: Strong 2025 finish and profit outlook surprise drive market confidence

Earnings/sales releases Philips' Q4 results exceeded expectations, with comparable sales growth driven by strong performance in Personal Health and healthy contributions from Connected Care and...

AMS Osram: Q4 '25 results — Deleveraging and digital Photonics pivot accelerates

Earnings/Sales releases AMS Osram delivered a strong Q4, beating the top end of guidance on revenue and adjusted EBITDA, supported by an exceptionally strong aftermarket Lamps business. The company...

Barclays: 2028 objectives above expectations

Earnings/Sales releases The group posted a good set of quarterly results and disclosed its new business plan, articulated around strong top-line momentum, ongoing efficiency gains, and stable cost of...

Société Générale: Q4: Sharp Jaws and Upgraded Ambitions

Earnings/Sales releases SocGen outperformed expectations with a 1.4bn net result, fuelled by a recovering French Retail division and a 7pp jaws effect from aggressive Cost-cutting. Despite weaker...

BP tightens its belt as strategy shifts back to basics

BP's latest results tell a story of retrenchment rather than resurgence. The oil major met profit expectations for the final quarter of 2025, but it also pulled the plug on its long-running share...

Emirates Driving Company is Going Full Throttle

By snapping up massive transport fleets, diving headfirst into the electric vehicle revolution, and leaning into AI-powered training, the Abu-Dhabi based firm has made its local driving school...

China Resources Beer: Analysts Eye Strong Upside

China Resources Beer enjoys investor confidence despite softer headline results. The brewer's share price strength, steady dividends and an attractive valuation, sets the stage for broader bullish...

Couche-Tard Drives Global Convenience Mobility Boom

Urbanization and shared mobility are energizing the convenience-and-mobility surge: Couche-Tard, bolstered by its vast network, US revenue dominance, and data-driven retail-mobility conversions,...

Unicredit: Bankers also dream of AI

Earnings/sales releases The release of the group’s Q4 results allowed the management to disclose upbeat plans for the next five years, targeting a 25% RoTE driven by technological tailwinds. If the...

Jarir Marketing Company is Plotting to Write a Bestseller

Jarir Marketing Company has hit a historic revenue milestone in FY 25. While the rise of official Apple stores and e-commerce giants create a competitive squeeze, Jarir is fighting back with...