BDL:ORCL
BDL:ORCLReal Estate

CPI FIM (BDL:ORCL): Revisiting Valuation After Strong Long-Term Gains and a Recent Cooldown

CPI FIM (BDL:ORCL) has quietly outperformed over the past year, with the share price rising about 27% and tripling over five years, prompting investors to revisit its underlying real estate story. See our latest analysis for CPI FIM. That recent pullback in the share price, with a roughly flat 90 day share price return, looks more like a pause within a longer trend. The 5 year total shareholder return above 200 percent suggests momentum is cooling but not broken. If CPI FIM has you rethinking...
BDL:SESGL
BDL:SESGLMedia

Why Is SES (BDL:SESGL) Facing Losses Despite Strong Revenue Growth and Upbeat Guidance?

SES S.A. recently announced its third quarter and nine-month results for 2025, reporting sales of €769 million for Q3 and issuing full-year revenue guidance of €2.60 billion to €2.70 billion. While revenue saw substantial year-over-year growth, the company recorded a net loss for both the quarter and nine-month periods, highlighting ongoing challenges despite increased sales. With strong revenue growth but a shift to net losses, we'll explore how SES S.A.'s earnings guidance impacts the...
BDL:ORCL
BDL:ORCLReal Estate

Oracle's Cloud and AI Momentum Might Change The Case For Investing In CPI FIM (BDL:ORCL)

Oracle recently held an investor day where it raised its long-term revenue and earnings outlook based on accelerated growth in its cloud infrastructure business and a substantial deal backlog from clients investing heavily in artificial intelligence. Analyst feedback emphasized Oracle’s emergence as a credible hyperscaler, spotlighting its rapid expansion within the AI database market and strong momentum from major AI partners like OpenAI and Meta Platforms. We’ll explore how Oracle’s...
BDL:SESGL
BDL:SESGLMedia

Assessing SES (BDL:SESGL) Valuation After Dividend Announcement and Board Appointment

SES (BDL:SESGL) recently announced an interim dividend payout for shareholders, along with a new board appointment. These actions highlight SES’s continued focus on shareholder value and experienced governance as part of its long-term strategy. See our latest analysis for SES. Following the dividend announcement and the addition of an experienced board member, SES’s share price has seen steady but modest upward momentum this year, with a 2025 year-to-date share price return of 1.17%. Over the...