TSE:5332
TSE:5332Building

TOTO (TSE:5332): Assessing Valuation After a Solid Recent Share Price Rebound

TOTO (TSE:5332) has quietly put together a solid run, with the stock gaining around 12% over the past month and 16% year to date, as investors reassess its earnings momentum. See our latest analysis for TOTO. That recent 11.9% one month share price return looks like investors are warming back up to TOTO, even though the five year total shareholder return is still negative. This suggests this latest momentum may be a reset rather than a full rerating. If TOTO has put the plumbing trade on your...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902)’s Valuation After Recent Short-Term Share Price Strength

DENSO (TSE:6902) has quietly outperformed the broader auto parts space over the past week, and that short term strength comes against a mixed backdrop of modest 1 month gains but flat performance over the past 3 months. See our latest analysis for DENSO. Zooming out, DENSO’s recent 7 day share price return sits against a year to date share price decline, even as its multi year total shareholder return remains firmly positive. This hints that long term momentum is intact while near term...
NYSE:ESRT
NYSE:ESRTOffice REITs

Empire State Realty Trust (ESRT): Valuation Check After $500m Buyback, Dividend Affirmation and Scholastic Building Deal

Empire State Realty Trust (ESRT) just rolled out a $500 million share repurchase plan alongside a steady fourth quarter dividend, while also moving to buy the Scholastic Building in SoHo. That combination deserves a closer look. See our latest analysis for Empire State Realty Trust. These moves come after a tough stretch, with a 90 day share price return of negative 10.9 percent and a one year total shareholder return of negative 37.2 percent. However, ESRT’s opportunistic buyback and SoHo...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Check as Investors Eye Upcoming Very Independent Research Conference Presentation

Discovery Silver (TSX:DSV) is back on radar as management steps into the spotlight at the Very Independent Research Virtual Conference on December 10. Investors will be listening closely for fresh clues on strategy and project momentum. See our latest analysis for Discovery Silver. The scheduled conference appearance lands after a remarkable run, with Discovery Silver posting a roughly 956.96% year to date share price return and a 998.68% total shareholder return over 12 months, signalling...
SGX:S68
SGX:S68Capital Markets

Does SGX’s Liquidity Push And Nasdaq Dual-Listing Plan Reshape The Bull Case For Singapore Exchange (SGX:S68)?

In recent months, Singapore Exchange Ltd (SGX) has reported higher securities turnover, particularly in index stocks and REITs, while rolling out new offerings such as institutional-only crypto perpetual futures and preparing a simplified dual-listing framework with Nasdaq targeted for mid-2026. These moves suggest SGX is seeking to deepen market liquidity and broaden its role as a regional hub by linking global equity and digital-asset investors more closely to Singapore’s capital...
NasdaqGS:MGIC
NasdaqGS:MGICSoftware

Magic Software Enterprises (NasdaqGS:MGIC) Valuation Check as Ex-Dividend Date Sparks Fresh Investor Interest

Magic Software Enterprises (MGIC) is heading into an important catalyst, with its shares set to trade ex dividend on December 15. Investors buying before that date qualify for the upcoming cash payout. See our latest analysis for Magic Software Enterprises. The ex dividend date comes on the heels of Magic Software Enterprises hitting a fresh 52 week high. That strong backdrop is reflected in its roughly 125% year to date share price return and 131% one year total shareholder return,...
SGX:S58
SGX:S58Infrastructure

Assessing SATS (SGX:S58) Valuation After Profit Jump, Cargo Growth, and Increased Shareholder Payouts

SATS (SGX:S58) just posted a 13% year on year profit jump in Q2 FY2026, supported by stronger cargo operations, higher interim dividends, and ongoing share buybacks that underline managements confidence in future cash generation. See our latest analysis for SATS. The stronger cargo backdrop, higher dividends, and tech upgrades at Worldwide Flight Services seem to be feeding into sentiment. The 90 day share price return is 6.75% even as the one year total shareholder return is still slightly...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

Jazz Pharmaceuticals (JAZZ): Valuation Check After Positive Ziihera and Epidiolex Clinical Updates Boost Investor Interest

Jazz Pharmaceuticals (JAZZ) has slipped onto more investors radar after a run of encouraging clinical updates, from fresh Epidiolex seizure data to promising Ziihera results in HER2 positive gastroesophageal cancer and upcoming conference showcases. See our latest analysis for Jazz Pharmaceuticals. Those updates seem to be resonating with investors, with the share price now at $167.50 and a strong 30 day share price return of 18.74 percent feeding into a 36.13 percent 1 year total shareholder...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Is Pega Stock Pricing In Too Much Growth After Its 233.7% Three Year Surge?

Wondering if Pegasystems at around $59.63 is a smart buy or if the big gains are already behind it? You are not alone, and that is exactly what we are going to unpack here. The stock is up 28.3% year to date and 26.3% over the last year, but with a modest 4.9% gain over 30 days and a slight 0.8% dip in the last week, momentum is starting to look more nuanced. Investors have been reacting to a mix of product innovation, strategic customer wins, and ongoing buzz around AI driven workflow...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 (NasdaqGS:HUT): Reassessing Valuation After ABTC Selloff and Crypto Market Weakness

Hut 8 (NasdaqGS:HUT) is back in focus after its spinoff, American Bitcoin Corp. (ABTC), dropped more than 85% over the past three months, amplifying selling pressure amid an already shaky crypto backdrop. See our latest analysis for Hut 8. Even with the latest drop to around $41.31 and the ABTC overhang weighing on sentiment, Hut 8 still boasts a strong year to date share price return. However, momentum now looks more fragile than earlier in the year as crypto volatility creeps back in. If...
OB:AKER
OB:AKERIndustrials

What Aker (OB:AKER)'s Japan Krill Oil Skin-Health Approval Means For Shareholders

Aker BioMarine recently secured approval in Japan for its Superba Boost krill oil as the first omega-3 ingredient allowed to carry skin health claims under the country’s Foods with Function Claims system, supported by clinical evidence on moisture, barrier function and elasticity. This positions the company at the forefront of the growing “ingestible beauty” category, reinforcing its focus on science-backed innovation in nutraceuticals. We’ll now consider how this Japanese regulatory...
TSX:GRID
TSX:GRIDElectronic

How Does Frost & Sullivan’s Nod Shape Tantalus Systems Holding’s (TSX:GRID) Smart Grid Investment Narrative?

Frost & Sullivan recently named Tantalus Systems Holding a Top 25 grid modernization vendor in its 2025 global power grids report, highlighting the company’s data-centric architecture, advanced AMI solutions, AI-driven analytics, and TRUSense Gateway. This recognition reinforces Tantalus’ role in helping utilities extract more value from grid modernization investments and strengthens its positioning in the evolving smart grid ecosystem. Next, we’ll assess how this Frost & Sullivan...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Has Marriott’s Share Price Rally Left Limited Upside After Recent Valuation Signals?

Wondering if Marriott International at around $298 a share is still a smart buy, or if most of the easy money has already been made? The stock has climbed about 2.1% over the last week, 4.5% over the past month, and is up 8.8% year to date, compounding a powerful 100.2% gain over three years and 140.4% over five. Much of this strength has been underpinned by steady travel demand and Marriott’s push into higher fee, asset light franchise and management contracts, which boost margins and make...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Is Offshore Win At BC-Wind And Analyst Upgrade Altering The Investment Case For Engie (ENXTPA:ENGI)?

Recently, DEME secured offshore wind installation contracts in Poland for the BC-Wind project, a roughly 390MW development led by Ocean Winds, the joint venture between EDP Renewables and ENGIE, with offshore installation scheduled for 2027–2028. Around the same time, ENGIE’s sponsored ADR received an earnings-based rating upgrade from Zacks, highlighting growing confidence in its underlying business momentum. We’ll now examine how progress on the BC-Wind offshore project, together with the...
NYSE:CUBI
NYSE:CUBIBanks

Morgan Stanley’s CUBI Coverage vs Insider Sales Could Be A Game Changer For Customers Bancorp

Morgan Stanley recently initiated coverage of Customers Bancorp with an Equal Weight rating, citing the bank as a high-performing deposit transformation story with momentum expected into 2026 and beyond. A series of insider share sales, including Chief Accounting Officer Jessie John Deano Velasquez’s December 2025 transaction, contrasts with growing analyst attention and highlights how external confidence and internal share activity can sometimes move in different directions. With Morgan...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Paylocity (PCTY): Assessing Valuation After a Modest Share Price Rebound

Paylocity Holding (PCTY) has quietly inched higher over the past week even as its longer term returns remain negative, a setup that invites a closer look at whether the recent strength is sustainable. See our latest analysis for Paylocity Holding. That recent 1 week share price return of 2.98 percent only slightly chips away at Paylocity Holding's year to date share price decline. The 1 year total shareholder return of negative 24.62 percent shows longer term momentum is still under pressure...
NasdaqGM:NRDS
NasdaqGM:NRDSConsumer Finance

NerdWallet (NRDS): Assessing Valuation After a 31% Three-Month Share Price Climb

NerdWallet (NRDS) has quietly put together a solid run, with shares up about 31% over the past 3 months and more than 8% over the past year, catching the attention of value oriented investors. See our latest analysis for NerdWallet. At around $14.44, NerdWallet’s recent pullback follows a strong 90 day share price return of roughly 31%, while its three year total shareholder return above 50% points to momentum that is still broadly building. If NerdWallet’s recent run has you rethinking what...
SEHK:3
SEHK:3Gas Utilities

Hong Kong and China Gas (SEHK:3) Valuation After Major AWS Cloud and AI Modernization Drive

Hong Kong and China Gas (SEHK:3) just pushed a big chunk of its core infrastructure onto Amazon Web Services with partner eCloudvalley, aiming for up to 40% lower IT costs and 99.99% uptime on mission critical systems. See our latest analysis for Hong Kong and China Gas. The HK$7.18 share price has held up reasonably well this year, with a 17.5% year to date share price return and a 24.8% one year total shareholder return suggesting improving sentiment as investors warm to its gradual...