Equity Analysis

Ulta Beauty seems to have the keys to restart the engine

Often mentioned in our columns, North America's largest distributor of beauty and personal care products has seen its shares rebound significantly over the summer, approaching last year's highs....

BYD is betting everything on international expansion

BYD has accustomed investors to producing weaker H1 results than in H2.

Progyny integrates OURA's wearable insights

Progyny continues to demonstrate strong performance in fertility and family building benefits management, driven by an expanding client base and increased utilization of services. The company has also...

Dell is counting on AI to break out of a painful period of stagnation

The artificial intelligence boom is generating a flood of superlatives.

Perseus strikes milestone agreement with Tanzanian government

Perseus Mining Limited continues to excel in gold production, development, and exploration, with impressive FY 25 performance driven by higher gold prices. The company has also secured a milestone...

At Pernod Ricard, cost savings do little to mask the decline in business.

Yesterday, the market toasted the spirits group's results, gaving Pernod Ricard its best trading session in a long time. However, it changed its mind this morning, and not entirely without reason.

NAM India ignites growth through Active Momentum Fund

NAM India started FY 26 with solid top-line growth and earnings, with record quarterly operating profit and net profit. These results have been driven by robust growth in mutual fund QAAUM, market...

Big contracts and AI make Softcat a Top Cat

The British provider of IT services, hardware, and software continues to surprise its investors after raising its annual targets for the third time in six months.

Gentex Corporation : Automotive industry under pressure

Founded in 1974 and headquartered in Zeeland, Michigan, Gentex Corporation is a leading supplier of electrochromic dimmable mirrors, digital vision systems, and connected-vehicle technologies. From...

PetroChina shows surprising resilience

The large Chinese oil group is weathering the fall in oil prices better than its peers.

DroneShield: rapid growth but unanswered questions

Specializing in anti-drone technology, the Australian company DroneShield has experienced breathtaking growth.

Haitian's robust H1 25 performance bolstered by overseas sales

Haitian International Holdings Ltd has reported impressive top-line performance for H1 25, fueled by strong demand across different segments. The company's growth underscores its operational strength,...

Nvidia no longer able to surprise market

What can be considered one of the most successful companies on the stockmarket today is no longer able to surprise the market. While Nvidia has just released its Q2 2026 results, the stock is down...

Keurig Dr Pepper: a caffeinated gamble that has Wall Street on edge

The owner of Dr Pepper, 7Up, and Schweppes sodas has fallen sharply over the last two trading sessions in New York following the announcement of the $18.4bn acquisition of Dutch coffee and tea giant...

MongoDB surpasses analysts' expectations with robust growth

MongoDB, Inc. has announced robust top-line performance, driven by strong demand across various segments and beating analysts' revenue estimates for seven consecutive quarters. The company's revenue...

Deckers Outdoor sets stage for growth with HOKA

Deckers Outdoor began FY 26 with strong momentum, as the HOKA and UGG brands significantly outperformed expectations and set a positive tone for the year. The company continues to showcase its...

NVIDIA strengthens autonomous vehicles and robotics portfolio

NVIDIA Corporation maintains its leadership in programmable graphics processors and software development. The company has launched the DRIVE AGX Thor developer kit for autonomous vehicles and formed a...

Eiffage completes an exceptional cycle

The recent news from Eiffage-which is back on the acquisition trail-provides an opportunity to take a long-term look at the economic performance of the French construction giant.

Chinese e-commerce giant PDD experiences its first slowdown in history

Yesterday, the market reacted only moderately to the publication of the interim results of the Chinese e-commerce group PDD, behind PinDuoDuo and Temu.