Latest News

Hamilton Insurance Group recently reported a very large year-on-year revenue increase in its third quarter, beating analyst expectations for both earnings and revenue while benefiting from improved combined ratios amid unusually low catastrophe losses. Beyond headline growth, the company’s hedge fund investment performance and ongoing share buybacks appear to be reinforcing its capital position and earnings power, supporting confidence in its specialty insurance and reinsurance...

New Oriental Education & Technology Group Inc. was recently removed from the Hang Seng China Enterprises Index, reflecting a reshuffle in one of Hong Kong’s key benchmarks for mainland-linked companies. This index removal can influence institutional fund flows and sentiment, as some investors track or benchmark against the Hang Seng China Enterprises Index when allocating capital. We’ll now explore how New Oriental’s removal from the Hang Seng China Enterprises Index could influence its...

In early December 2025, Volvo Cars reported that November car sales fell to 60,244 units from 66,977 a year earlier, with year-to-date volumes at 634,993 versus 689,585 in the prior period, and an Extraordinary General Meeting elected Pieter Nota and Caroline Grégoire-Sainte-Marie to the Board until the next AGM. Motorq announced a new partnership with Volvo Cars to feed embedded vehicle data into its AI platform for real-time fleet and dealership insights, highlighting Volvo’s push to turn...

Bank of Montreal (TSX:BMO) has quietly ground out steady gains this year, and with shares now trading around CA$175, many investors are asking whether the recent run still offers reasonable long term value. See our latest analysis for Bank of Montreal. At around CA$175.23, BMO’s share price has cooled slightly after a strong year to date, but the roughly 28 percent one year total shareholder return suggests momentum is still broadly constructive rather than fading. If BMO’s steady climb has...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

The board of Takamatsu Construction Group Co., Ltd. ( TSE:1762 ) has announced that it will pay a dividend of ¥45.00...

BETA Technologies (BETA) shares climbed about 2% today, extending a roughly 9% gain over the past week, as investors weigh rapid revenue growth against ongoing losses and a weaker year-to-date performance. See our latest analysis for BETA Technologies. Despite the latest close at $31.02 and a solid 7 day share price return of 9.34%, the year to date share price return of negative 13.83% shows that, for now, this bounce looks more like early rebuilding of momentum than a full trend...

Phoenix Financial Ltd reported higher net income of ILS 813.56 million for the third quarter and ILS 2.32 billion for the nine months to September 30, 2025, alongside completing a share repurchase program totaling ILS 170 million between April 1 and September 30, 2025. Along with this, the company’s board approved a cash dividend of NIS 1.2589420 per security, totaling NIS 320,000,000, highlighting ongoing capital returns to shareholders. We’ll now examine how Phoenix Financial’s stronger...

Assured Guaranty, a provider of credit protection for municipal, infrastructure and structured finance obligations, has seen net premiums earned fall by about 3.6% annually over the past five years, with demand weakness expected to persist over the next 12 months. This prolonged slide in premium revenues suggests that, even as the company maintains its presence in public finance and infrastructure markets, it is contending with a tougher sales cycle for its insurance products. We’ll now...

AerCap Holdings (NYSE:AER) just expanded its Central Asia footprint, signing lease deals for two Airbus A321neo aircraft with Uzbekistan based cargo and passenger operator My Freighter, with deliveries slated for late 2027. See our latest analysis for AerCap Holdings. That Central Asia push lands on top of a fresh billion dollar buyback authorization and new 777 300ERSF deliveries, and investors seem to like the direction, with strong recent share price momentum and robust multi year total...

Night Watch Investment Management previously exited its position in Tidewater Inc. after an unexpected pause in offshore energy infrastructure spending that began in 2024 and is now expected to persist until at least 2027. The decision, driven by sector-wide spending trends rather than company-specific issues, highlights how institutional sentiment around offshore project timing can influence perceptions of Tidewater’s long-term prospects. Next, we’ll examine how Night Watch’s exit, tied to...

Nayax (TASE:NYAX) has been quietly reshaping payments for unattended retail, and its recent share performance is starting to reflect that shift, with gains over the past month standing out despite mixed shorter term moves. See our latest analysis for Nayax. That backdrop makes the recent 12.84% 1 month share price return look more like momentum building than a blip, especially with a 33.52% year to date share price return and 45.89% 1 year total shareholder return reinforcing a solid longer...

It hasn't been the best quarter for Mbs Inc ( TSE:1401 ) shareholders, since the share price has fallen 13% in that...

Unfortunately for some shareholders, the Me2on Co., Ltd. ( KOSDAQ:201490 ) share price has dived 26% in the last thirty...

Meros Investment Management’s new stake in Azenta (AZTA), worth about 4.6 million dollars and 2% of its U.S. equity book, has put fresh attention on the company after its latest year end results. See our latest analysis for Azenta. The Meros stake and Azenta’s margin progress seem to be turning sentiment, with a roughly 18% 1 month share price return to 35.60 dollars, standing in contrast to a weaker 1 year total shareholder return. This suggests momentum is tentatively rebuilding from a low...

TMC the metals company Inc. previously announced that its Chief Financial Officer, Craig Shesky, will present at the “Metals & Mining: The Race to Onshore Critical Minerals” Virtual Investor Conference on December 10, 2025. The event spotlights how a pre-revenue deep-sea miner, still awaiting commercial permits, is positioning its seabed polymetallic nodules as a potential source of critical battery metals. We’ll now examine how this focus on deep-sea polymetallic nodules shapes The Metals...

Clinuvel Pharmaceuticals (ASX:CUV) is in the spotlight after unveiling a major expansion of its Vallaurix innovation hub in Singapore. The company has announced a five year push backed by the Economic Development Board to accelerate advanced peptide drug development. See our latest analysis for Clinuvel Pharmaceuticals. The market seems to be warming to that strategy, with a 30 day share price return of 17.15% and a 90 day gain of 21.11%. However, the five year total shareholder return...

Progress Software (PRGS) just put its no code Agentic RAG platform on AWS Marketplace and paired that with a smooth ShareFile integration, a combo that quietly reshapes its AI story and recurring revenue profile. See our latest analysis for Progress Software. Even with this expansion of its AI and SaaS footprint, Progress Software’s latest share price around $44.33 comes after a year-to-date share price return of negative 31.49 percent and a one year total shareholder return of negative 35.99...

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

Key Insights HD Hyundai Construction Equipment's significant public companies ownership suggests that the key decisions...

Earlier this year, Attendo AB repurchased 195,218 of its own shares under a SEK 200 million buyback program aimed at optimizing its capital structure and enhancing shareholder value in line with EU regulations. This buyback reduces the number of shares in circulation, potentially increasing the importance of capital allocation decisions in Attendo’s long-term investment story. We’ll now examine how Attendo’s recent share repurchase, which tightens its share count, feeds into the company’s...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

NEOOTO CO., Ltd ( KOSDAQ:212560 ) shares have had a really impressive month, gaining 27% after a shaky period...

ITT (ITT) shares have cooled off over the past month after a strong year to date, slipping about 11% even as longer term returns remain solid. That gap has some investors rechecking the story. See our latest analysis for ITT. The recent pullback sits against a backdrop of a strong year to date share price return and a standout multi year total shareholder return, suggesting momentum is cooling slightly rather than breaking the longer term uptrend. If ITT’s move has you reassessing the...