Analysis: Stocks

Costco, or the art of making money while selling almost at cost price

The US warehouse retail giant reports its annual results tonight, a chance to unpack a baffling machine. On the products it sells, Costco makes very little. Most of its profit comes from a line item...

Raspberry Pi grows up

Raspberry Pi is becoming less of a hobbyist computer company and more of an industrial technology supplier. Record first-half results show that transition is accelerating, helped by rising volumes,...

Diageo: Drastic Dave gets a new CFO

Latest Diageo's CFO change adds some execution risk given the timing, just over a month after the new three-year plan. However, the plan remains unchanged, while Wilson's previous experience with Dave...

A natural consolidator with stellar profitability, Rollins hits air pocket on the stock market

In an economy poised to be significantly disrupted by AI, the pest control sector should largely escape the wave.

Helvetia Baloise Holding: Helvetia Baloise: Strong 1H26 underlying earnings, FY26 guidance looks conservative

Earnings/Sales releases Helvetia Baloise has released a strong set of 1H26 results. While the top line remained weak, underlying earnings came in ahead of expectations. At the half-year stage,...

Are Russian metals returning to the West-

LatestWith the US trying to work out a potash deal with Belarus, we revive our expectation of Russian metals once again finding acceptance in the West. Although, this time, peace in Ukraine isn’t a...

Navigator Global Investments' Revenue Climbed Even Though Profit Hits Choppy Waters

Alternative assets are attracting more money than ever before. For Navigator, the challenge is proving that it can make the most of it.

Ajanta Pharma's Geographical Diversification Delivers

Profits built the story for Ajanta Pharma Limited; now consistency can justify the market's expectations.

Vusion: Is the Group under scrutiny?

SIGNIFICANT NEWSThe key takeaway from the H1 earnings is not the figures themselves , it’s the meaningful way that Vusion has changed its disclosure. After being challenged by the AMF on the renewal...

Kingfisher: H1: Broad-based profit beat drives second guidance upgrade

Earnings/Sales releases Kingfisher's H1 FY26/27 performance was a beat across the P&L and cash flow, prompting management's second guidance upgrade of the year. The share price is up ~10% as we...

Ams-OSRAM, the former headlight specialist, is betting on AI optics

The Austro-German group's shares jumped over 20% Monday in Zurich after unveiling micro-lasers aimed at AI data centers. The announcement highlights the transformation of a company long weighed down...

Geopolitics Upends TUI's Turnaround

Current events are unlikely to draw investors back to the tourism sector, and even less so to the German group's transformation program.

Busy Ming Turns Store Openings Into Checkout Traffic

However, the share price has slowed down, leaving investors wondering what will come next.

Dollarama Is Taking Its Value Playbook for a Spin

Dollarama Inc has mastered value retail at home. Performance in international markets is now central to the investment debate.

Smiths finds a sharper shape

Smiths Group is emerging from a major portfolio overhaul with a simpler business and healthier margins. Full-year growth was modest, but profit held up well, the balance sheet was transformed by asset...

Oracle Puts Its Meters in the Red and Its Bankers in a Tricky Situation

A borrower who owes his bank $1m has a problem. But as the saying goes, when he owes it $1bn, the bank has a problem.

GS Yuasa Corporation is Running on Full Power

GS Yuasa Corporation keeps giving investors reasons to pay attention, although expectations are no longer sitting quietly in the background.

Lumax Auto Expands its Wallet Through Advanced Plastics Segment

Sustaining this pace of expansion across the next automotive cycle could be a difficult task because of pricing pressure, amongst other risks.

The sportswear sector braces for a fight to the death

After a steroid-fueled growth cycle, the global athletic footwear market is facing a turbulent news cycle.