NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR): Valuation Check After New Highland Valley Copper Win and LNG Canada Train 2 Milestone

Fluor (FLR) just landed a major win in Canada, securing Teck Resources’ Highland Valley Copper Mine life extension project while also wrapping up Train 2 of the LNG Canada build, and both deals sharpen the stock’s long term project backlog story. See our latest analysis for Fluor. Even with these contract wins, Fluor’s $43.6 share price is still digesting earlier disappointment, with a negative year to date share price return but a solid five year total shareholder return suggesting longer...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

SolarEdge Technologies (SEDG): Valuation Check After Weaker Shipments and Mounting Operational, Funding Concerns

Fresh analysis of SolarEdge Technologies (SEDG) is zeroing in on weaker megawatt shipments and negative EBITDA, prompting investors to reassess demand trends, funding flexibility, and what this softer backdrop might mean for future shareholder dilution risk. See our latest analysis for SolarEdge Technologies. Those weaker megawatt shipments and negative EBITDA are landing in a stock that has already swung hard this year, with a near doubling year to date share price return, but a brutal three...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

TPG (TPG) Is Up 8.4% After Beating Revenue Forecasts And Closing Oversubscribed Credit Fund III

Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above its original target. The combination of stronger-than-expected top-line performance and outsized private credit fundraising signals firm momentum in TPG’s fee-generating platform and investor demand for its credit strategies. We’ll now examine how this stronger-than-expected...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange (ICE): Revisiting Valuation After New Expero Data Deal and Strong November Trading Metrics

Intercontinental Exchange (ICE) is drawing fresh attention after Expero agreed to embed ICE cross asset data into its Connected Finance platform, just as November trading volumes and open interest showed solid year over year gains. See our latest analysis for Intercontinental Exchange. Those data wins and solid November metrics come against a backdrop where the share price, now around $163.21, has posted a roughly mid single digit 1 year total shareholder return, but a much stronger multi...
NYSE:CWK
NYSE:CWKReal Estate

The Bull Case For Cushman & Wakefield (CWK) Could Change Following Its New Data Center Focus – Learn Why

In early December 2025, Cushman & Wakefield used its Investor Day to outline a refreshed plan to grow leasing, capital markets and higher-value services, while also highlighting data centers as a priority focus area. This sharper emphasis on scaling recurring, higher-margin service lines and data center capabilities signals a push to diversify beyond traditional, more cyclical commercial real estate revenue streams. We’ll now examine how this renewed focus on higher-margin services and...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation of America (PKG): Valuation Check After Wallula Mill Capacity Cuts and Cost-Saving Overhaul

Packaging Corporation of America (PKG) just made a big operational call at its Wallula mill, permanently closing one paper machine and kraft pulping. The move cuts capacity but targets meaningfully lower costs and better long term earnings power. See our latest analysis for Packaging Corporation of America. The restructuring news lands after a choppy stretch for the stock, with a 1 month share price return of 3.98 percent but a weaker year to date share price return of negative 8.95 percent...
TSX:RIO
TSX:RIOMetals and Mining

Rio2 (TSX:RIO) Is Up 10.7% After Buying Condestable Mine And Nearing Fenix Gold Output – Has The Bull Case Changed?

Rio2 Limited recently agreed to acquire Southern Peaks Mining’s 99.1% interest in the Condestable underground copper mine in Peru and reported that construction of its 100%-owned Fenix Gold Project in Chile was 80% complete at the end of November 2025, with first gold production targeted for January 2026. The combination of adding a producing copper asset in a major mining jurisdiction and nearing initial output at Fenix Gold marks a significant shift toward becoming a multi-asset,...
NYSE:OTIS
NYSE:OTISMachinery

Otis Worldwide (OTIS): Valuation Check as Organic Growth Slows and Free Cash Flow Margins Tighten

Recent analysis of Otis Worldwide (OTIS) is raising eyebrows, as two years of underwhelming organic revenue and a thinner free cash flow margin point to softer demand and a more capital hungry business model. See our latest analysis for Otis Worldwide. That softer operating picture seems to be weighing on sentiment, with the share price down about 4.4% year to date and the 1 year total shareholder return of roughly negative 8.3% signaling fading momentum despite a still respectable 3 year...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Is WeRide (WRD) Using Dubai’s Robotaxis to Cement a Lasting Edge in Autonomous Mobility?

WeRide and Uber, in partnership with Dubai’s Roads and Transport Authority, have launched public Robotaxi passenger rides in Dubai via the Uber app, initially covering the busy coastal districts of Umm Suqeim and Jumeirah with onboard vehicle specialists to support safety. This rollout positions WeRide at the center of Dubai’s push toward 25% autonomous journeys by 2030 and deepens its role in the region’s fast-growing shared mobility ecosystem. We’ll now examine how this high-profile Dubai...
SEHK:9999
SEHK:9999Entertainment

NetEase (SEHK:9999): Reassessing Valuation After JPMorgan Names It Top China Digital Entertainment Pick

JPMorgan just put NetEase (SEHK:9999) at the top of its China digital entertainment list, highlighting a packed pipeline of new games and potential Southbound Trading inclusion as key drivers for the stock. See our latest analysis for NetEase. The JPMorgan call lands after a choppy few months, with NetEase’s share price still up strongly year to date and a three year total shareholder return comfortably more than doubling investors’ money, suggesting momentum is rebuilding as new titles and...
SGX:H78
SGX:H78Real Estate

Why Hongkong Land (SGX:H78) Is Up 7.3% After Fast-Tracking Its Singapore Flagship Fund Launch

In December 2025, Hongkong Land Holdings advanced the launch of its Singapore Central Private Real Estate Fund, reshaping its Singapore portfolio by agreeing to sell its 33⅓% interest in Marina Bay Financial Centre Tower 3 for about S$1,500 million and preparing to inject prime office assets worth roughly S$3,900 million into the new vehicle. The move accelerates Hongkong Land’s capital recycling towards its 2027 US$4.00 billion target while laying the groundwork for a fee-based fund...
TSX:PSK
TSX:PSKOil and Gas

Does PrairieSky Royalty’s (TSX:PSK) Steady Eligible Dividend Signal Enduring Income Strength or Limited Reinvestment?

PrairieSky Royalty Ltd. recently announced that its Board of Directors has declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, designated as an “eligible dividend” for Canadian income tax purposes. This ongoing pattern of cash returns, coupled with the tax-efficient eligible dividend status, may be particularly relevant for income-focused Canadian investors. We will now explore how this freshly affirmed...
TSX:FVI
TSX:FVIMetals and Mining

Should Fortuna’s Precious Metals Rally And Index Leadership Require Action From Fortuna Mining (TSX:FVI) Investors?

Fortuna Silver Mines has recently extended its rally and led the TSX Smallcap Index as renewed attention flowed into the precious metals segment after a key S&P/TSX trend indicator moved higher. This momentum highlights how Fortuna’s diversified operations across Latin America and West Africa can benefit when broader market signals refocus investors on gold and silver producers. Against this backdrop of sector-wide renewed interest in precious metals, we’ll examine how Fortuna’s diversified...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable (TENB): Evaluating Valuation After New GSA OneGov Federal Cloud Security Agreement Announcement

Tenable Holdings (TENB) just locked in a OneGov agreement with the U.S. General Services Administration, giving federal agencies including the Department of Defense discounted access to its FedRAMP authorized cloud security platform through early 2027. See our latest analysis for Tenable Holdings. Even with this GSA agreement underscoring Tenable’s role in federal cloud security, the stock’s momentum has been weak. A steep year to date share price return decline and a similarly negative one...
OM:HEM
OM:HEMInteractive Media and Services

Hemnet Group (OM:HEM) Is Up 5.4% After Unveiling “Sell First, Pay Later” Pricing Model – Has The Bull Case Changed?

Hemnet Group AB has moved to counter rising competition from free and low-cost listing platforms by rolling out new initiatives, including a planned broad launch in early 2026 of a “sell first, pay later” model that lets home sellers pay only after a successful transaction. This shift toward outcome-based pricing marks a material change in how Hemnet seeks to defend its dominant Swedish residential property platform position and rebuild confidence among agents, sellers, and investors. We’ll...
NYSE:AMR
NYSE:AMRMetals and Mining

Should Alpha Metallurgical’s 2026 Coal Plan and Insider Buying Spur a Strategy Rethink for AMR Investors?

Earlier this month, Alpha Metallurgical Resources issued 2026 operational guidance, projecting total coal shipments of 15.1–16.5 million tons and capital expenditures of US$148–US$168 million, while a company director recently bought 36,000 shares after the firm reported a larger-than-expected quarterly loss and a fatal mine incident. The combination of detailed volume and spending plans with significant insider buying offers investors fresh insight into management’s confidence and...
NYSE:LOB
NYSE:LOBBanks

Live Oak Bancshares (LOB): Reassessing Valuation After Financial Restatement and Investor Investigation

Live Oak Bancshares (LOB) is back in the spotlight after an investor rights firm launched a probe into its recent financial restatement tied to cash flow misclassifications and potential disclosure issues. Investors are understandably reassessing both trust and valuation. See our latest analysis for Live Oak Bancshares. The legal probe lands after a choppy stretch for the stock, with a 13.32% 30 day share price return helping claw back some ground even as the year to date share price return...