Equity Analysis

Manhattan Associates' milestone in data security and compliance

Manhattan Associates Inc. has achieved FedRAMP compliance for its Warehouse Management System, enhancing market access and security credibility. Over FY 21-24, the company posted strong performance,...

Arthur J Gallagher: Excessive punishment?

A massive deal, a disappointing quarter and a share price that has fallen by 30% since last June. That is how to resume the summer and autumn of the US insurance brokerage giant.

Pets at Home: retail reset

Pets at Home's latest interim results paint a picture of a company caught between a flourishing veterinary arm and a faltering retail operation.

Is Alphabet a Nvidia/OpenAI killer?

In just a few months, the market has completely changed its mind about Alphabet. In other words, the market got it completely wrong. When a new technology like AI arrives, all sorts of theories of...

Alimentation Couche-Tard adjusts its sails to the wind

Has the excellent Canadian chain of fuel stations and convenience stores reached the peak of its expansion?

No plane sailing for Novo Nordisk

There is an old stock market saying - which investors captivated by the AI wave would do well to ponder - that the innovators in a field are rarely the ones who benefit from it over the long term.

Kobe boosts distribution efficiency

Kobe Bussan Co. Ltd. continues to reinforce its nationwide presence through dynamic store expansion, successful private label development and sustained innovation across its diverse offerings. Ongoing...

Neurocrine's collaboration for pipeline and market expansion

Neurocrine Biosciences Inc. has begun a high-profile collaboration with TransThera Sciences, expanding its pipeline into immunology and neuroinflammation. Strong FY 21-24 performance, driven by...

EasyJet : Steady as she flies

easyJet has reported another year of steady, unspectacular progress: an outcome that may reassure investors in a sector still wrestling with inflation, geopolitics and lingering operational headaches.

Asos buys time - although its hopes remain slim

The fashion and ready-to-wear sector is a vast graveyard of fleeting stars and fallen glories.

Fresh disappointments for Atkore shareholders

In September 2024, we highlighted the curious double talk of the American manufacturer and distributor of electrical equipment.

Phenomenal Value Destruction at Moderna

Since the start of the new term, the messenger RNA pioneer has been the most heavily shorted stock in the S&P 500.

Italgas' transformative plan

Italgas S.p.A. has demonstrated sustained operational strength, underpinned by its strategic infrastructure investments and commitment to digital innovation. With its latest strategic plan, the...

Temenos revolutionizing banking with AI

Temenos AG has reinforced its leadership in digital banking through sustained strategic expansion and increasing adoption of its AI-driven platform innovations. The company's continued innovation has...

Intuit continues with a double-digit growth trajectory

Thirteenth consecutive quarter of growth for the U.S. software management leader - though the latest quarterly hiccup traces back to pandemic-era stress peaks.

Littelfuse, Inc. : Quiet Power Behind Electrification

Founded in 1927 and headquartered in Chicago, Illinois, Littelfuse has evolved from a fuse manufacturer into a diversified industrial technology leader. The group has 16,000+ employees, footprint in...

Raito Kogyo's share buybacks and investment outlook

Raito Kogyo Co., Ltd. posted robust growth in its Q2 26 results, driven by increased project deliveries and strong demand in Japan's infrastructure market, highlight its commitment to operational...

Air Water advances terrAWell30 profitability vision

Air Water, Inc. proved a resilient growth trajectory through strategic focus on core sectors, complemented by gains in digital and semiconductor-related businesses. Through its Medium-Term Plan, Air...

Taiyo Holdings is on the up

Taiyo Holdings is aiming for the stars. As the undisputed champion in solder resist , Taiyo enjoys a kind of monopoly status. For those wondering, SR is a protective ink applied to a circuit board...