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Booking Holdings (BKNG) just followed up its strong third quarter beat with a wave of market optimism, as investors zero in on rising room nights, healthier margins, and growing direct bookings despite a choppy macro backdrop. See our latest analysis for Booking Holdings. The upbeat Q3 numbers and new partnerships around experiences have clearly reset sentiment, with the share price now at $5,457.70 and a solid year to date share price return of about 11 percent supporting already impressive...

EchoStar recently surged in investor attention after reports that SpaceX, in which it holds about US$11.10 billion of stock, is preparing a very large initial public offering that could unlock additional value from EchoStar’s earlier spectrum-for-equity deals. This development has effectively turned EchoStar into a key proxy for public market exposure to SpaceX, intensifying focus on how its spectrum assets and balance sheet might benefit from any future liquidity event. We’ll now explore...

Holcim recently completed two acquisitions and agreed a third in demolition materials recycling across the UK, Germany and France, adding around 1.3 million tons of annual permitted processing capacity to accelerate its ECOCycle® circular construction platform in Europe. By linking these recycling businesses into its existing network, including prior UK and continental European deals, Holcim is deepening local access to circular construction services in major urban and infrastructure...

Ryman Healthcare has recently completed a financial overhaul under new CEO Naomi James, including a very large capital raising of about $1.00 billion and a reset of its capital structure, while Australian aged-care reforms have improved funding arrangements for operators. A key shift is that Australian rules now allow providers like Ryman to retain a portion of new refundable accommodation deposits, creating a structurally more supportive revenue model for its care operations. We’ll now...

Franklin Electric (FELE) has been in the spotlight after director Gregg C. Sengstack sold shares and moved stock into his family foundation, just as the company reported 9% third quarter sales growth but slightly softer adjusted earnings. See our latest analysis for Franklin Electric. Those moves come as Franklin Electric’s share price has quietly ground higher, with a 1 day share price return of 1.78 percent and solid multi year total shareholder returns suggesting long term momentum remains...

Kyverna Therapeutics (KYTX) just delivered positive topline data from its registrational KYSA-8 trial in stiff person syndrome and paired that milestone with a planned $100 million follow on equity raise, a combination the market is watching closely. See our latest analysis for Kyverna Therapeutics. The news has turbocharged sentiment, with Kyverna’s latest share price at $10.82 after a 1 day share price return of 23.23 percent and a year to date share price return of 176.02 percent. This...

Takeda Pharmaceutical (TSE:4502) is back in focus after presenting new 52 week Phase 3 VERIFY data for rusfertide in polycythemia vera at the American Society of Hematology meeting, underscoring durable efficacy and a consistent safety profile. See our latest analysis for Takeda Pharmaceutical. The latest rusfertide update lands against a backdrop of steady gains, with Takeda Pharmaceutical’s share price up over the year and a solid multi year total shareholder return suggesting gradually...

Fitch’s decision to lift Hillman Solutions (HLMN) to a BB credit rating puts a fresh spotlight on the stock, as lower perceived credit risk can subtly shift how investors think about its long term upside. See our latest analysis for Hillman Solutions. Even with a softer 1 day share price return of around negative 1 percent and a year to date share price return in the low single digit negatives, the 3 year total shareholder return near 30 percent suggests underlying momentum is still intact as...

Jones Lang LaSalle (JLL) just cleared another earnings hurdle, topping third quarter profit expectations even as revenue came in slightly light. The stock has pushed to fresh highs on the back of that consistency. See our latest analysis for Jones Lang LaSalle. That backdrop of steady execution has kept investors leaning in, with the latest 1 month share price return of around 9 percent helping push JLL to roughly 32 percent year to date and supported by an impressive 3 year total shareholder...

If you are wondering whether Southwest Airlines at around $41.72 is still a deal or if the easy money has already been made, you are not alone. This stock is back on a lot of investors' radar. The share price has jumped 9.9% over the last week and 27.1% over the past month, lifting year-to-date gains to 25.0% and putting the 1-year return at 30.5%, despite the stock still being slightly down, about 2.5%, over 5 years. These moves have come as investors reassess airlines that are rebuilding...

Tokyo GasLtd (TSE:9531) just signaled a bigger push into the US, earmarking hundreds of billions of yen for downstream assets such as liquefaction plants and export terminals to tighten its global gas supply chain. See our latest analysis for Tokyo GasLtd. That planned US expansion comes on the back of a powerful rally, with Tokyo GasLtd’s share price up around 42 percent year to date and a hefty 1 year total shareholder return near 44 percent, signaling still strong momentum despite today’s...

Empire Company Limited recently reported results for the quarter and six months ended November 1, 2025, with sales rising to CA$7,995 million in the quarter and CA$16,253 million year-to-date, while quarterly net income softened to CA$159 million and earnings per share edged slightly lower than a year earlier. Alongside these mixed earnings, the board affirmed a quarterly dividend of CA$0.22 per share and analysts kept favourable coverage, reinforced by increased insider share purchases that...

Erasca (ERAS) just locked in U.S. patent protection through 2043 for its pan RAS candidate ERAS-0015 and elevated Robert Shoemaker to chief scientific officer, signaling a tighter focus on its RAS pipeline. See our latest analysis for Erasca. The move comes after a powerful run, with a 30 day share price return of 32.95 percent and a 90 day share price return of 105.39 percent. The 1 year total shareholder return of 30.42 percent contrasts with a still negative 3 year total shareholder return...

Tel-Aviv Stock Exchange (TASE:TASE) has been quietly outpacing many local names, with shares up 4% over the past month and about 18% in the past 3 months, rewarding patient holders. See our latest analysis for Tel-Aviv Stock Exchange. Despite a softer 1 day share price return, Tel-Aviv Stock Exchange’s 116% year to date share price return and near 600% 5 year total shareholder return suggest momentum has been building as investors reassess its growth and fee earning potential. If Tel-Aviv...

Levi Strauss (LEVI) kicked off the year with higher net revenues and organic global sales growth for the Levi's brand, a clear sign that its push into beauty, accessories, and home goods is gaining traction. See our latest analysis for Levi Strauss. That backdrop helps explain why the stock’s 25.95% year to date share price return and 32.01% one year total shareholder return look solid, even with a softer 90 day share price patch as investors reassess growth and execution risk. If Levi’s...

World Kinect (WKC) just paired a fresh 150 million dollar share repurchase authorization with a reaffirmed 0.20 dollar quarterly dividend. This combination usually signals management is comfortable with cash generation and balance sheet flexibility. See our latest analysis for World Kinect. Even with the buyback and dividend decision, the stock has been drifting lower, with a roughly negative 10.6 percent year to date share price return and a mid single digit negative one year total...

Earlier this month, Capital One Financial released its monthly report on credit card charge-off and delinquency metrics for the period ended November 30, 2025, giving investors fresh data on its credit quality and lending performance. This routine yet closely watched disclosure offers a timely window into how effectively Capital One is managing consumer credit risk across its loan book. We’ll now examine how these updated charge-off and delinquency figures could influence Capital One’s...

Ringkjøbing Landbobank recently reported that, under its ongoing share buyback programme running until 30 January 2026, it has repurchased 612,277 shares for up to DKK 1,000 million, equivalent to 4.04% of its share capital. This progress update highlights a substantial capital allocation towards reducing the share count, which can meaningfully influence ownership concentration and per-share metrics. We’ll now explore how this sizeable DKK 1,000 million buyback commitment shapes Ringkjøbing...

Sienna Senior Living (TSX:SIA) just reshaped its balance sheet by announcing $250 million of new series F senior unsecured debentures to refinance existing series B debt and extend its overall maturity profile. See our latest analysis for Sienna Senior Living. That refinancing move comes as Sienna’s share price has climbed to about CA$20.07, with a strong year to date share price return of 28.65% and a three year total shareholder return above 130%. This signals momentum building as the...

Earlier this month, Reply announced it had achieved the new AWS Agentic AI Specialization and been named an Implementation Partner for Amazon Bedrock AgentCore, highlighting the capabilities of its AWS-focused units Data Reply and Storm Reply in deploying autonomous AI systems at enterprise scale. An early proof point is Reply’s work with French vacation platform Totemia, where an AgentCore-based conversational agent is improving peak-load handling and shortening response times, with the...

Earlier in 2025, Graphene Manufacturing Group Ltd. reported progress on its graphene aluminium-ion battery, which fully charges in under six minutes and is being developed with partners including the University of Queensland, Rio Tinto and the Battery Innovation Center of Indiana, with customer testing targeted for 2026 and small-scale production in 2027. The company also introduced a new plastic battery pack design that it says could cut costs and complexity versus conventional lithium-ion...

YONEX (TSE:7906) has been on a mixed run lately, with the stock easing over the past month even after strong gains this year. That pullback is prompting investors to revisit the valuation. See our latest analysis for YONEX. Despite the recent 1 month share price return of negative 12.6% as investors cool on cyclical consumer names, YONEX still has a robust year to date share price return of over 50 percent and a five year total shareholder return above 450 percent. This suggests long term...

Berenberg's upgrade on Neste Oyj (HLSE:NESTE) puts the spotlight back on the Finnish renewables player, as faster than expected recovery, regulatory support and tighter cost discipline start to reshape the narrative around the stock. See our latest analysis for Neste Oyj. The upbeat call from Berenberg lands after a strong run, with Neste’s share price up sharply this year, including a roughly 7.6% 3 month share price return and a 54.5% 1 year total shareholder return that hints momentum is...

Mizuho recently initiated coverage on Equitable Holdings with an Outperform rating, citing the company’s capital-light model, expanding retirement market presence, and consistent shareholder returns through rising dividends and share repurchases. This fresh analyst endorsement reinforces the view that Equitable’s repositioning toward lower capital intensity and recurring retirement-focused revenues is central to its long-term story. We’ll now explore how Mizuho’s upbeat initiation,...