Analysis: Stocks

Ying Mining District Churns Sterling Results for Silvercorp Metals

Silvercorp Metals Inc.'s shares have surged, but the real question is whether metal prices can keep the momentum going.

Measured Progress, but Real Gains at Victoria's Secret

Victoria's Secret has just posted solid H1 results, although that has not stopped the market from greeting them with caution.

OpenAI, What If It Doesn't All Go According to Plan?

I do not think OpenAI will go public. Or, more precisely: I think the company will do everything it can to avoid actually facing the public markets as long as it does not have near-certainty it can...

Momentum Still Running Strong for Vita Coco

For now, the coconut water pioneer on store shelves keeps proving critics wrong and defying gloomy forecasts.

Can Peloton pull off a comeback?

The fashionable-brand sector is ruthless, as Deckers and Shein shareholders are painfully learning right now.

Daifuku Bags the Orders and Banks Profits

Record orders have created the opportunity as North America fuels Daifuku Co. Ltd.'s engine.

En+: Beneficiary of resilient Energy and Rusal + Nornickel's revival

Latest En+ reported strong H1 results. Besides strong Aluminium operations, results were further complemented by sustained Energy resilience and impressive show for Nornickel. With promising...

Tasmea Squeezes More Profit From WorkPac Acquisition

Projects are flowing, and Tasmea Limited is busier than ever. However, the room for disappointment is getting much tighter.

Last lap for Exmar, ahead of a probable forthcoming delisting

As a company that is over 200 years old, the Belgian shipowner specializing in gas shipping and floating regasification infrastructure recently posted strong interim results.

CD Projekt: Q2 results came in far ahead of consensus

Earnings/Sales releases In Q2 26, CD Projekt’s results exceeded consensus estimates by 22-57.7%. H2 26 results should be positively impacted mainly by higher sales of CP2077 following the planned...

Elgi Builds Momentum Across Global Factory Floors

The shares are near their highs, but investors are now watching whether the business can keep up with expectations.

Bastide Le Confort Medical: FY sales beat guidance - end of coverage on 1st of October

LatestBastide ended FY25/26 above its revenue target, with Q4 organic growth recovering as the VPH headwind faded, confirming the one-off nature of the disruption. The margin guidance of c.9.0% is...

Fortum: Fortum clears final hurdle in NOK 5.1bn Elmera bid

Significant news Fortum has cleared its final competition approvals for Elmera, with sign-off today, 3 September, from the Norwegian, Swedish and Finnish authorities plus the Swedish Inspectorate of...

Solvay: A rare earths opportunity not easy to grasp

Latest Rare earths have become increasingly important given their relevance in high-end industries. China's monopoly seems to have shaken the world awake to the threat it poses. Solvay remains...

Ses: SES: A patient recovery story with a potentially large C-band upside

Significant newsSES is currently being priced as a structurally declining satellite operator facing an increasingly existential competitive threat from LEO constellations such as Starlink. We believe...

Aroundtown: Clean H1 balance sheet still the whole debate

Significant news Aroundtown delivered a clean H1, stable rents, unchanged valuations, confirmed guidance, but FFO I is down 4% and the €249m buyback is already €65m underwater. A 59% EPRA LTV and...

Rusal: Beneficiary of both tight aluminium markets and Nornickel’s revival

LatestRusal reported strong H1 results. Besides strong aluminium operations, results were further complemented by impressive show for Nornickel – which also recommended its first dividend since...

Citizen Watch Winds Up Profits as North American Demand Keeps Ticking

But can the company overcome hard production ceilings and supply bottlenecks?

Elm's Platform Push Meets Market Skepticism

Elm Company's shares have cooled off, but its business hasn't slowed nearly as much. That disconnect is becoming harder to ignore.