ASX:CPU
ASX:CPUProfessional Services

Computershare (ASX:CPU): Assessing Valuation After a Recent Pullback From Its Highs

Computershare (ASX:CPU) has quietly pulled back over the past month, shedding about 5% and now sitting roughly 7% below recent highs. This naturally raises the question: does this dip offer fair value? See our latest analysis for Computershare. That pullback comes after a solid run, with the share price delivering a modest year to date gain while total shareholder returns over five years remain very strong. This suggests momentum is pausing rather than breaking. If Computershare’s move has...
TSE:7752
TSE:7752Tech

Ricoh (TSE:7752) Valuation Check After Recent Share Price Weakness

Ricoh Company (TSE:7752) has quietly drifted lower this year, even as its three year total return is still comfortably positive. That disconnect between recent weakness and longer term gains is what makes the stock interesting now. See our latest analysis for Ricoh Company. Over the past year, sentiment around Ricoh has cooled, with a year to date share price return of minus 21.46 percent and a one year total shareholder return of minus 20.01 percent. Even though the three year total...
TSX:VZLA
TSX:VZLAMetals and Mining

Is Panuco’s Feasibility Study And Financing Confirming A New Phase For Vizsla Silver (TSX:VZLA)?

Vizsla Silver Corp. recently posted a replay of its webinar detailing the independent Feasibility Study for its 100% owned Panuco silver-gold project in Mexico, which outlines projected annual production of 17.4 Moz AgEq over a 9.4-year mine life and an after-tax NPV(5%) of US$1.80 billion. The study, supported by a flexible convertible notes financing of approximately US$286,000,000 net proceeds, underpins Vizsla Silver’s dual-track plan to advance mine development while continuing...
NYSE:BJ
NYSE:BJConsumer Retailing

BJ’s Wholesale Club (BJ): Assessing Valuation as New Springfield, Sumter and Casselberry Openings Signal Renewed Expansion

BJ's Wholesale Club Holdings (BJ) is back in expansion mode, rolling out three new clubs and gas stations this December in Massachusetts, South Carolina, and Florida, a fresh signal of confidence in its core markets. See our latest analysis for BJ's Wholesale Club Holdings. Despite this measured rollout, the stock has been treading water lately, with a slightly negative 3 month share price return but still a positive year to date share price return. At the same time, a strong 5 year total...
SEHK:177
SEHK:177Infrastructure

How Investors Are Reacting To Jiangsu Expressway (SEHK:177) Abolishing Its Supervisory Committee And Revamping Governance

Jiangsu Expressway Company Limited has announced plans, ahead of its 18 December 2025 EGM, to abolish its Supervisory Committee and amend its Articles of Association, marking a significant shift in its corporate governance structure. This move is drawing attention because reconfiguring oversight mechanisms can alter how investors assess accountability, control, and long‑term governance quality at the company. We will now examine how the proposed abolition of the Supervisory Committee could...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti’s Audit Committee Shortfall Reveal Deeper Governance Risks for Investors in UI?

Ubiquiti Inc. reported that longtime director Ronald A. Sege, who joined the board in 2012 and most recently chaired its nominating and corporate governance committee while serving on the audit and compensation committees, passed away on November 30, 2025, leaving his Class II board seat temporarily vacant. His passing reduced the audit committee to two independent directors, putting Ubiquiti out of compliance with New York Stock Exchange rules that require three independent audit committee...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Should Brookfield Infrastructure Partners’ Expanded Buybacks and Preferred Redemption Strategy Require Action From BIP Investors?

Brookfield Infrastructure Partners L.P. recently renewed its normal course issuer bids, gaining TSX approval to repurchase up to 23,062,017 LP Units, significant portions of several preferred unit series, and up to 10,594,212 Brookfield Infrastructure Corporation exchangeable shares through December 1, 2026, while also moving to redeem all outstanding Series 3 preferred units at C$25.00 each. This combination of renewed buyback capacity and the planned cash redemption of an entire preferred...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

CAR-T Durability And Off-the-Shelf Progress Could Be A Game Changer For Legend Biotech (LEGN)

Legend Biotech recently reported long-term clinical results showing a median progression-free survival of 50.4 months for CARVYKTI in heavily pretreated multiple myeloma patients, alongside early Phase 1 data for its allogeneic CAR-T candidate LUCAR-G39D that delivered a 75% overall response rate with manageable safety in relapsed or refractory B-cell non-Hodgkin lymphoma. These past data releases highlight how earlier use of CARVYKTI and progress in off-the-shelf CAR-T technology could...
NasdaqGS:IRBT
NasdaqGS:IRBTConsumer Durables

iRobot (IRBT) Valuation Check After Trump’s Potential Robotics Support Sparks Speculation

iRobot (IRBT) just swung back into the spotlight after reports that the Trump administration is weighing an executive order to support the domestic robotics industry, sparking a sharp rally and fresh questions about its long term prospects. See our latest analysis for iRobot. The speculation around federal support has lit a fire under iRobot, with a 133.54% 7 day share price return and a 67.73% 30 day share price return, yet the 1 year total shareholder return of minus 58.72% shows that long...
SGX:D01
SGX:D01Consumer Retailing

DFI Retail Group (SGX:D01) Is Up 19.2% After Boosting Dividends And Targeting Higher Returns - Has The Bull Case Changed?

Earlier this month, DFI Retail Group Holdings outlined a new three-year plan, lifting its dividend payout ratio from 60% to 70% from the final 2025 dividend, while targeting an underlying profit compound annual growth rate of 11–15% and a return on capital employed of at least 15% by 2028. The group also plans to accelerate Health & Beauty and Convenience store growth via a capital-light franchise model and increase its online sales mix to 7–10%, signalling a stronger focus on asset...
NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS) valuation after multiple earnings beats and stronger AI data center growth outlook

EnerSys (ENS) is back on investors radar after another earnings beat and a higher full year outlook, with the market starting to tie its industrial batteries more directly to the AI data center buildout. See our latest analysis for EnerSys. The latest beat and guidance hike have capped a powerful run, with EnerSys sitting around $147.65 after a roughly 60 percent year to date share price return and a triple digit three year total shareholder return that signal momentum is still building. If...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (NYSE:XPEV) Valuation Check After November Delivery Slowdown and Strong Year‑to‑Date Growth

XPeng (XPEV) just posted fresh November delivery numbers, and they are a bit of a mixed bag that still leans encouraging for long term holders watching the company’s execution closely. See our latest analysis for XPeng. That mix of softer monthly deliveries but powerful year to date growth seems to mirror the stock action, with a recent 30 day share price return of minus 10.79 percent but a much stronger year to date share price return of 73.16 percent, and a 1 year total shareholder return...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Qualys (QLYS) Valuation Check After Strong Q3 Beat and Raised Full-Year Guidance

Qualys (QLYS) just delivered a stronger than expected third quarter, lifting revenue, widening margins, and raising full year guidance. That upgraded outlook is what has investors reassessing the stock. See our latest analysis for Qualys. Even with today’s earnings bump, Qualys’ share price at about $146 still reflects a mixed picture, with a modest year to date share price return but a slightly negative 1 year total shareholder return. This suggests that near term momentum is rebuilding...
ASX:ASL
ASX:ASLMetals and Mining

Andean Silver (ASX:ASL): Valuation Check as Trading Halt Flags New Capital Raising for Exploration

Andean Silver (ASX:ASL) has gone into a trading halt while it lines up fresh capital to fund exploration and development, a pivotal move that can reshape both near term liquidity and longer term project momentum. See our latest analysis for Andean Silver. The capital raise comes on the back of strong recent momentum, with the share price at A$2.09 and a year to date share price return of 150.3 percent. The three year total shareholder return of 596.67 percent shows how aggressively sentiment...
NYSE:VIK
NYSE:VIKHospitality

Viking Holdings (VIK): Evaluating Valuation After Q3 Earnings Beat, Record EBITDA and Strong 2025–2026 Bookings

Viking Holdings (VIK) just delivered a big third quarter earnings beat, with record Adjusted EBITDA and stronger than expected bookings into 2025 and 2026, and Wall Street is taking notice. See our latest analysis for Viking Holdings. The upbeat Q3 surprise fits neatly into a strong run, with a roughly 53% year to date share price return and 44% one year total shareholder return suggesting momentum is still building around Viking’s growth story. If Viking’s surge has you thinking more broadly...
NYSE:EFC
NYSE:EFCMortgage REITs

How Investors Are Reacting To Ellington Financial (EFC) Reaffirming Dividends After Strong Q3 And Debt Raise

Ellington Financial Inc. announced that its Board of Directors has declared monthly and quarterly dividends on its common and preferred shares, including a US$0.13 common dividend payable on January 30, 2026, and Series A–D preferred dividends ranging from US$0.390625 to US$0.593907 per share. These dividend affirmations, coming after a strong third quarter supported by robust net income, an expanded credit portfolio, and a US$400.00 million unsecured note issuance, highlight the company’s...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

A look at Blackbaud’s (BLKB) valuation following its new Anthropic AI partnership and ‘Agents for Good’ launch

Blackbaud (BLKB) just gave investors a lot to chew on, pairing a strategic AI partnership with Anthropic and its new Agents for Good with a bigger buyback authorization, all aimed squarely at long term growth. See our latest analysis for Blackbaud. That backdrop helps explain why the 7 day share price return of 12.97 percent and 30 day share price return of 11.04 percent stand in contrast to a weaker year to date share price return of 13.61 percent and a 1 year total shareholder return of...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL): Assessing Whether Recent Gains Still Leave Upside in the Valuation

Globe Life (GL) has been quietly grinding higher this year, and with the stock up roughly 26% over the past year, investors are asking whether the current valuation still leaves meaningful upside. See our latest analysis for Globe Life. That 26.5% one year total shareholder return reflects more than just a good run; it comes after a solid year to date share price gain as investors warm to Globe Life's steady earnings profile despite some recent share price consolidation around $131.37. If...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

How New CGM Lawsuits And Dexcom Academy At DexCom (DXCM) Have Changed Its Investment Story

In late November and early December 2025, DexCom faced new securities class action lawsuits over alleged unauthorized design changes to its G6 and G7 CGM systems, while also launching Dexcom Academy, a personalized education platform for healthcare professionals across several EMEA markets. This combination of legal scrutiny around product safety claims and investment in clinician training tools highlights the tension between regulatory risk and efforts to strengthen long-term adoption of...
TSE:3498
TSE:3498Real Estate

Kasumigaseki Capital (TSE:3498): Assessing Valuation After Comprehensive Leadership and Governance Refresh

Kasumigaseki CapitalLtd (TSE:3498) just pushed through a sweeping leadership refresh at its November 27 AGM and board meetings, adding new executives and independent directors that could subtly reshape how the market views its governance. See our latest analysis for Kasumigaseki CapitalLtd. The shake up comes after a solid run, with the share price up strongly on a year to date basis and a three year total shareholder return above 200 percent. This suggests longer term momentum remains intact...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Assessing Ameren (AEE) Valuation After Its Recent Pullback and Ongoing Grid Modernization Plans

Ameren (AEE) has quietly outperformed many utilities this year, and the recent pullback after its latest move has some investors wondering whether this is a chance to add a steady dividend name. See our latest analysis for Ameren. At around $99.86, Ameren’s recent 7 day share price return of minus 6.10 percent comes after a solid year to date share price gain of 12.21 percent. Its 5 year total shareholder return of 48.19 percent suggests longer term, compounding gains remain intact even as...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Energy (ES): Reassessing Valuation After Recent Share Price Pullback

Eversource Energy (ES) has quietly slipped about 9% over the past month, even as its year to date return remains firmly positive. That pullback is drawing fresh attention to what investors are actually paying for this regulated utility’s earnings power. See our latest analysis for Eversource Energy. That recent 1 month share price return of negative 8.63% comes after a solid 16.39% year to date share price gain. This suggests momentum has cooled even though the 1 year total shareholder return...
TSE:6645
TSE:6645Electronic

OMRON (TSE:6645): Reassessing Valuation After Recent Share Price Rebound

OMRON (TSE:6645) has had a mixed run lately, with shares slipping over the past month but still edging higher in the past 3 months. This raises a fresh valuation question. See our latest analysis for OMRON. At around ¥4,111, the recent one-week share price rebound contrasts with a weak year-to-date share price return and a significant multi-year total shareholder return decline. This suggests that momentum remains tentative, despite some pockets of optimism. If OMRON has you rethinking your...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation Check After Recent Share Price Drift and Earnings Recovery

Teijin (TSE:3401) has been drifting lower in the past week even as its share price still sits modestly above where it started the year, creating an interesting setup for valuation minded investors. See our latest analysis for Teijin. With the latest pullback, Teijin’s share price return over the past month remains positive, but its year to date share price return is still slightly negative. Over the longer term, total shareholder returns have been modest rather than momentum driven. If...