Analysis: Stocks

NN Group: NN Group - Strong 1H26 results and upside to OCG target

Earnings/Sales releases NN Group has reported strong 1H26 results, with continued positive momentum in CEE driven by protection products and robust operating performance in the Netherlands non-life....

Alcon: Q2 story: Innovation is being well received by the end market

Earnings/Sales releases The Q2 results exceeded the street's expectations, backed by a healthy uptake of newly launched equipment, intra-ocular lenses and dry eye products, which were able to...

Salzgitter: H126: in line with limited near-term upside though

Earnings/Sales releasesSalzgitter's H126 results were largely in line with expectations, reporting sales of €4.59bn, EBITDA of €278m, and net income of €43.5m, with a slight EBITDA beat. The...

CCL Industries Turning Packaging Leadership Into Growth

Investors await proof that growth can be converted into returns.

Aldrees Petroleum and Transport Company Powers Ahead, Market Holds Back

Can Aldrees Petroleum and Transport Company turn stronger fuel retail and logistics momentum into a stock story that finally gets investors moving again?

Munich RE: Munich Re: Strong 2Q26 results mask deteriorating underlying trends

Earnings/Sales releasesMunich RE reported strong 2Q26 results, in line with the rest of the reinsurance sector, driven by low natural catastrophe losses. Excluding this effect, however, the normalised...

GEA Group: 1H26: Farms continue to surprise

Earnings/Sales releases As the company published a profit warning in July, there is no big surprise in the figures at the group level. At the division level, FT stands out, and we think it should...

Ferguson Enterprises Inc.: Solid H1 execution; residential growth returns

Earnings/Sales releases Ferguson delivered a solid Q2, with organic revenue growth ahead of consensus and residential activity showing a modest sequential improvement. Non-residential remained robust,...

Merck: Life Science and Electronics driving the engine

Latest The Q2 results exceeded expectations, driven by a healthy showing for the Life Science and Electronics businesses, whereas Healthcare continued to face competitive challenges. The management...

Aryzta: Germany puts guidance at risk

Earnings/Sales releasesAryzta's H1 results confirm challenging demand conditions, with Germany offsetting growth elsewhere. Profitability held up better than the top line, supported by cost savings...

Porsche SE: Porsche SE urges decisive action at Volkswagen; FY26 guidance confirmed

Earnings/Sales releases Porsche SE's H1 2026 adjusted group result after tax fell year on year, while the IFRS result swung to a loss on non-cash impairments of the VW and Porsche AG carrying amounts....

Summer Surge Flips the Growth Switch for V-Guard

V-Guard Industries Limited's business seems to be finding its footing again, although the stock is still sitting on the sidelines.

Can Yamama Cement Company Build on Saudi Arabia's Housing Ambitions?

Yamama Cement has the perfect market setup. Investors are waiting for the payoff.

UTI AMC's Dividend Charm Meets Growth Doubts

UTI Asset Management Company is pulling in more investors and assets, but the market still seems to be waiting for clearer proof that all that momentum can turn into faster earnings growth....

Swiss Re: Swiss Re - 2Q26 results: Favorable variances amid a toughening renewal market

Earnings/Sales releasesSwiss Re reported strong results, with 2Q26 net income of USD 1,326m, broadly flat y/y and 10% above the consensus of USD 1,199m. The beat was driven by all divisions,...

Allianz: Allianz Q2 26: Strong L&H and asset management offset softer P&C momentum

Earnings/Sales releases Allianz reported strong 2Q26 results, with robust operating profit growth driven by L&H and asset management. Performance was more mixed in P&C, with a significant slowdown in...

LANXESS: Story lacks the punch

Earnings/Sales releases Q2 2026 results from Lanxess failed to impress investors, as the share price dipped ~5% at pixel time. We anticipate that a lack of evident pricing power drove the pessimism....

Eutelsat Communications: Leo momentum accelerates but profitability improvement delayed

Earnings/Sales releases Eutelsat delivered FY2025-26 results in line with expectations, driven by strong LEO Growth. OneWeb revenues rose nearly 70% to €297m, offsetting GEO pressure. The company...

Banca Monte Dei Paschi Siena: Looking for alternative options

Earnings/Sales releases The group posted a strong, albeit not fully sustainable, set of quarterly results. Management is confident that it can beat its five-year business plan. It makes no secret...