Market Analysis : Equities
American hyperscalers: bearish catalysts are piling up
Viewed through an industrial and financial lens, several bearish catalysts are indeed starting to pile up: AI cloud profitability, energy constraints, the scale of CapEx, ecosystem circularity,...
December 12, 2025 at 10:11 am
At Lululemon, less is more
The release of Q3 results and the announcement of CEO Calvin McDonald's departure have lifted investors' spirits, with the stock price halved since the start of the year.
December 12, 2025 at 08:56 am
Celestica: on Cloud Nine
Celestica Inc. isn't just surfing the AI infrastructure wave-it's designing dense, efficient storage that lets customers cram far more capacity into the same space. With its cloud and connectivity...
December 12, 2025 at 07:37 am
Komeri's climb: Renovations and revenue shine
Komeri Co., Ltd., has demonstrated robust growth in H1 26, driven by strategic store renovations and strong sales performance, positioning Komeri for continued success. In addition, it renovated 65...
December 12, 2025 at 07:35 am
DEWA Flexes its Financial Power
The Dubai Electricity and Water Authority has stepped up its game with its strongest YTD performance ever. Driven by exceptional Q3 results and increasing customer demand, DEWA remains a crucial...
December 12, 2025 at 07:32 am
Omnicom at multiples not seen since the subprime crisis
With the acquisition of Interpublic, officially completed on November 26, Omnicom reclaims the world top spot in the advertising sector from Publicis.
December 12, 2025 at 05:51 am
Is AutoZone ready to put its foot down again?
Despite strong business momentum, the US auto parts specialist is being caught by the impact of tariffs. The stock had soared since 2021, but has dropped 20% since September. Should we worry, or...
December 11, 2025 at 09:47 am
BHP Group: Mining marvels and copper dreams
With impressive growth in copper and coal production in its last quarter, along with strategic deals and ambitious decarbonization efforts, BHP's global reach and financial performance strengthen its...
December 11, 2025 at 07:36 am
Tencent's AI of the Tiger Unlocked
Its peers could sure watch and learn. Tencent's investment in Artificial Intelligence is now paying off. It is driving increased efficiency, boosting ad tech performance and is generating more free...
December 11, 2025 at 07:33 am
ICG: Building strategic bridges with Amundi
ICG plc presented sustained organic growth, driven by strong client demand and the strategic expansion of its fee-based product offerings. The recent long-term partnership marks a transformative step...
December 11, 2025 at 07:30 am
Adobe defies forecasts and secures another blockbuster year
It's business as usual at Adobe, which is stringing together yet another consecutive quarter of growth and, for the moment, handsomely disproving fears of AI-driven disruption.
December 11, 2025 at 05:25 am
Arista Networks spins the web at the core of networks
Founded on the idea that Ethernet would ultimately subsume all critical cloud uses, Arista built a simple and highly effective model: designing its own hardware, its operating system , and a full...
December 11, 2025 at 03:01 am
An opportunity to seize in The Campbell's Company?
The soup-and-snack giant's share price is at a 10-year low. Blame inflation and tariffs.
December 10, 2025 at 10:38 am
Rogers lights up Eastern Ontario with 34 New 5G Towers
Rogers Communications, Inc., is steadily connecting Canada's digital services, including wireless, cable, and media, all working smoothly together. Management is optimistic, investing wisely and...
December 10, 2025 at 07:07 am
ADNOC Gas shines despite crude oil slump
ADNOC Gas is making some smooth moves. It pulled a record $1.34bn in net income, up 8% from last year. The secret sauce behind this success is still the huge demand back home.
December 10, 2025 at 07:04 am
Toll Brothers retains investors' confidence
There are no clear signs of a rebound for the fourth-largest homebuilder in the US.
December 10, 2025 at 06:14 am
Long ordeal for ThyssenKrupp
Do not call ThyssenKrupp a steelmaker anymore, as the German group has found itself a new identity: it now presents itself as a financial holding focused on the management of a portfolio of...
December 10, 2025 at 06:06 am
Lumentum: from fiber to the heart of AI
Lumentum Holdings has established itself as one of the key suppliers of photonic building blocks. Spun off from JDS Uniphase in 2015, the group has refocused on two businesses: optical components for...
December 09, 2025 at 10:25 am
British American disappoints despite share's recent rally
The year 2025 has finally proved to be disappointing for the British cigarette maker, which has reported revenue growth that is below inflation and only single-digit growth in its NGP category, along...
December 09, 2025 at 09:51 am
CESC's renewable leap approved
CESC Limited demonstrated operational stability and resilient revenue growth, propelled by heightened electricity demand and its integrated business model. The company's recent strategic commitment to...
December 09, 2025 at 05:37 am
Brazil housing boom, flash in the pan or Lula's masterstroke?
Despite Brazil's interest rates being at 15%, the 8.5 million unit housing deficit, 50%+ middle-class penetration rate, and accelerating credit growth via Brazil's payments system have made housing...
December 12, 2025 at 10:27 am
Earnings Calendar from December 15 to 19, 2025
Welcome to the earnings calendar for listed companies on the week of December 15 to 19, 2025. Today's key announcements include results from Lennar Corporation, Micron Technology, General Mills,...
December 12, 2025 at 07:59 am
Donald Trump suffers setback in his strategy to take back control of the Fed
The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.
December 12, 2025 at 06:23 am
