Equity Analysis

Buzzi: Q1 & AGM: Sales slip 1.2% as Europe weather offsets US strength

Earnings/Sales releases Buzzi's Q1 2026 print mirrors 2025 in reverse: scope effects lifted volumes while organic trends softened. Net sales fell 1.2% to €960.3m from €972.2m, with a €36.6m...

Avio regains its footing

After a prolonged stagnation on the stock market, capital is flowing back into Avio. Indeed, Indeed, enthusiasm is almost excessive, given that the company's valuation currently appears stretched....

Can CK Hutchison's Retail Cash Machine Outrun Geopolitical Conflicts?

With the Middle East conflict now choking vital shipping lanes, the company is about to find out if its corporate safety net can survive a direct hit.

Richelieu Fails to Spark Excitement Despite Growth

Richelieu Hardware is a consistent long-term performer with steady sales, driven by a wide product range and regular acquisitions, although growth depends heavily on housing and renovation cycles...

Disco Corporation is Grinding Through the AI Gold Rush

Disco Corporation has ridden the current semiconductor wave confidently, as AI-led chipmaking lifts both its sales and investor attention. However, beneath the momentum, the question is how long this...

AI from the inside: lessons from the Constellation Software AGM

The AGM of the high-performing Constellation Software enabled investors to gauge the sentiment of its different executives in the face of the AI revolution.

NextEra and Dominion embark on the largest M&A deal since the dot-com bubble

Mega-deals have historically followed in the wake of major phases of financial euphoria. Does the combination of NextEra Energy and Dominion - the fourth-largest M&A deal in history in terms of...

Currys: Currys Q4: Solid finish delivers another guidance upgrade

Earnings/Sales Releases Currys delivered a strong post-peak performance, with group LFL sales up 4.0%. Balanced regional growth and continuous market share gains drove full-year adjusted PBT guidance...

Banijay continues its impressive ascent

Under the leadership of media entrepreneur Stéphane Courbit, and still backed by controversial billionaire Vincent Bolloré, France's Rupert Murdoch, luxury hospitality group Société des Bains de...

Merck KGaA: From 19th-century cocaine to tomorrow's AI chips

Did you know? The German pharmaceutical giant has a link to artificial intelligence. This is a lead the MarketScreener team wanted to explore, justifying the unusual title of this analysis.

Angel One Riding Growth, But Cracks Emerging

India's trading boom has been great for brokers, and Angel One rode that wave to a tune. More investors, more trades, more activity - it all worked out in their favor. However, the easy phase may end....

Yadea is Crushing Earnings, although Stock Stalling

Yadea Group Holdings Ltd just doubled its profits in a flattening economy, leaving investors to decide if the stock is a bargain or a trap.

Can JD Logistics Survive Big Volumes with Tiny Margins?

JD Logistics, Inc. is growing fast. Revenue is climbing broadly and profits are following, but margins remain razor-thin. ...

Dr. Martens: Sole Survivor

Dr. Martens' latest results show that the company is trying to become smaller in the right places and stronger in the important ones. Sales slipped, but profits recovered, margins improved and debt...

Time to book profits on miners!

Latest After another stellar rally in recent months – largely also on the back of supply fears/disruptions due to the Iran war, maybe it's time to book profits on the sector. While there have been...

Sonova Holding: Earnings beat; innovation momentum intact

Earnings/Sales releases Sonova's FY2025-26 Profitability exceeded the company-compiled consensus. Revenue growth was primarily driven by the Hearing Instruments segment, despite some offset from...

Ryanair: Restricted booking and pricing visibility overshadow operational resilience

Earnings/Sales releases Ryanair concluded FY26 with a pre-exceptional after-tax profit that slightly beat the guidance and analyst expectations. However, severely constrained booking visibility,...

Talanx: Talanx 1Q26: Guidance is conservative, dividend set to rise

Earnings/Sales releases Following the release of preliminary figures on 13 May, Talanx has published its full 1Q26 results. As expected, insurance revenue growth was modest. However, profitability...

Allegro.eu: Excellent Q1 results: Higher 2026 guidance for international operations.

EARNINGS/SALES RELEASESThe Q1 26 results of Allegro Group were 3.1%-7.4% above the PAP consensus on sales, EBITDA and EBIT levels. As GMV growth in Czechia, Slovakia and Hungary had accelerated more...