Equity Analysis

A minor short-term concern for ASM International

Meeting in London for their Investor Day, ASM International executives unveiled their new long-term growth targets. However, the end of the current fiscal year will be more difficult than expected....

DexCom comes under fire from accusations

Shares in the US manufacturer of continuous glucose monitoring sensors for diabetics fell sharply at the end of last week after the publication of a report by Hunterbrook Media accusing Dexcom's...

After twenty years of repositioning, Asahi now faces the international test

The Japanese conglomerate that produces the eponymous beer is completing a long cycle of repositioning.

Resorttrust's Q1 26 growth driven by membership sales

Resorttrust demonstrated strong growth in Q1 26, driven by robust performance in membership sales and hotel bookings. Strategic initiatives, including achieving key milestones in medical trials by its...

Ryohin Keikaku drives solar future with JERA

Ryohin Keikaku posted robust Q3 25 results, with both strong top-line and earnings growth. These results were fueled by broad-based geographic expansion and increasing engagement across customer...

Porsche stalls in its electric transition

The German car manufacturer is changing its plans. The rollout of electric models is being delayed and forecasts have been reduced.

Cognex Corporation : Vision at the Core of Automation

Cognex, founded in 1981, is a leader in machine vision, building the eyes of modern industry with cameras, barcode readers, and AI software that handle identification, inspection, and measurement. Its...

Wynn Resorts, Limited : Casinos are facing transformation

Wynn Resorts is a premium developer and operator of luxury integrated resorts with exposure to three of the world's most profitable gaming markets-Macau, Las Vegas, and the greater Boston region....

Next plc's H1 26 results driven by digital expansion

Next plc's H1 26 results showed impressive revenue growth and a significant expansion in its margin, fueled by strong international online sales, strategic third-party brand partnerships and effective...

Anritsu enhances automated testing with SmartViser stake

Anritsu Corporation announced strong performance for FY 25, driven by significant demand in data center markets and network infrastructure investments. The company has launched advanced wireless...

Savencia still hostage to a structural discount on the stockmarket

France's third-largest dairy producer-far behind Lactalis and Danone, but with twice the revenue of Bel-published its half-year results yesterday.

SIG: cardboard announcements

The packaging giant's shares slumped 20% after lowering its targets and announcing major restructuring. Indeed, the stock has fallen to its lowest level since its IPO in 2018.

Manchester United between self-persuasion and fragile finances

It has been another lackluster sporting year, bordering on suffocation, for the Red Devils, who are struggling to recapture their past glory.

Exor's discount is widening even more

The Agnelli family's holding company continues to test the faith of its minority shareholders.

Nitto Boseki fuels innovation with glass cloth

Nitto Boseki achieved solid top-line growth in Q1 26, driven by its Electronics Materials business that was propelled by innovation in AI server components and special glass. Strategic expansion in...

Strategic initiatives enhance Sinfonia's market position

Sinfonia Technology posted strong growth for Q1 26, driven by robust performance in the Engineering & Services division and strategic expansion. Strategic initiatives, including joining the SATAS...

It's now full steam ahead for The Hershey Company

Even with a diversified portfolio that includes some of the most iconic snack brands , the American chocolate maker is still affected by record raw material prices. ...

Strip clubs and irregularities: the inevitable downfall of RCI Hospitality

Two principles of sound investment for all investors: first, never fall in love with a stripper; second, avoid giving in to the siren call of star stocks on social media....

Maire boosts UK green aviation

Maire S.p.A. achieved strong performance in H1 25, reflected by its strategic agility and operational excellence, placing it as a key player in the energy transition sector. Its double-digit revenue...