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TSE:3003
TSE:3003Real Estate

Hulic (TSE:3003) Margin Decline To 15.7% Tests Bullish Earnings Narrative

Hulic (TSE:3003) has wrapped up FY 2025 with fourth quarter revenue of ¥303.2b and basic EPS of ¥70.73, rounding out a twelve month run that delivered total revenue of ¥727.4b and basic EPS of ¥150.51. Over the past year, the company has seen revenue move from ¥591.6b to ¥727.4b on a trailing basis, while basic EPS shifted from ¥134.43 to ¥150.51, giving investors a clearer view of how the top line and per share results have tracked together. With net profit margin at 15.7% for the trailing...
ASX:BKI
ASX:BKICapital Markets

BKI Investment (ASX:BKI) Margins Near 92% Reinforce Income Focused Narratives In H1 2026

BKI Investment (ASX:BKI) has put fresh numbers on the table for H1 2026, reporting total revenue of A$36.0 million and net income of A$34.3 million, with basic EPS of A$0.0425 for the half and trailing 12 month EPS of A$0.0806. Over recent periods, the company has seen revenue move between A$35.0 million and A$36.0 million per half, while net income has ranged from A$30.7 million to A$34.3 million and half year EPS has tracked between A$0.0381 and A$0.0425. This has resulted in trailing 12...
NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar (JKS) Offering Value After Recent Share Price Volatility And Cash Flow Outlook

If you are wondering whether JinkoSolar Holding’s current share price gives you good value, this article will walk through what the numbers actually say about the stock. The share price closed at US$25.81 most recently, with returns of 1.4% over the past week, a 1.9% decline over the past month, a 7.6% decline year to date, and a 30.8% gain over the last year, while the 3 year and 5 year returns are 45.1% and 50.4% declines respectively. Recent interest in solar and semiconductor related...
SGX:U96
SGX:U96Integrated Utilities

Assessing Sembcorp Industries (SGX:U96) Valuation After New Micron Power Deal And AI Demand Tailwinds

Sembcorp Industries (SGX:U96) is back in focus after Sembcorp Power agreed to supply an additional 150 megawatts of electricity to Micron’s new Woodlands plant, tying the utility more closely to artificial intelligence driven demand. See our latest analysis for Sembcorp Industries. The Micron power deal and Sembcorp’s interest in Vena Energy India arrive as the share price trades at SGD6.13, with short term share price returns relatively muted compared with a much stronger multi year total...
ASX:CSL
ASX:CSLBiotechs

How CSL’s ADR Switch and Plasma Pressures At CSL (ASX:CSL) Has Changed Its Investment Story

Deutsche Bank has been appointed as the successor depositary bank for CSL Limited’s sponsored American Depositary Receipt program, effective 27 January 2026, while investors also await the company’s half-year results and interim dividend announcement on 11 February. This comes after CSL cut its profit forecast, postponed the planned Seqirus vaccine spin-off, and faced pressure from weaker U.S. flu vaccination rates and cost challenges in its plasma therapies business. We’ll now examine how...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Nasdaq (NDAQ) Margin Jump To 21.8% Tests High Valuation Narratives

NasdaqGS:NDAQ just closed out FY 2025 with fourth quarter revenue of US$2.1b and basic EPS of US$0.18, alongside trailing twelve month revenue of US$8.2b and EPS of US$1.56 that frame the full year picture. The company has seen revenue move from US$7.4b to US$8.2b over the latest trailing periods, with trailing EPS shifting from US$1.94 to US$1.56. This gives investors a clear read on how the top line and per share earnings have tracked into this result. With net profit margin running at...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet FortiCNAPP Upgrade Targets Cloud Risk And Long Term FTNT Value

Fortinet has expanded its FortiCNAPP platform with unified network security posture, native Data Security Posture Management, and runtime validation in a single workflow. The update is aimed at simplifying cloud risk operations for organizations dealing with complex, multi cloud environments and fragmented security tools. For investors tracking Fortinet, NasdaqGS:FTNT, the product update lands with the shares at $81.51. The stock is up 5% over the past week and 4.7% year to date, despite a...
ASX:CIA
ASX:CIAMetals and Mining

Champion Iron (ASX:CIA) Margin Improvement Challenges Cautious Earnings Narratives

Champion Iron (ASX:CIA) has put another quarter on the board, reporting Q3 2026 revenue of A$472.3 million and basic EPS of A$0.12, backed by trailing twelve month revenue of A$1.8 billion and EPS of A$0.35. The company has seen revenue move from A$363.2 million in Q3 2025 to A$472.3 million in Q3 2026, with basic EPS shifting from essentially flat at A$0.003 to A$0.12 over the same period. Net profit margin over the last year has settled at 10.4% versus 8.5% a year earlier, giving this...
NasdaqGS:TOWN
NasdaqGS:TOWNBanks

TowneBank (TOWN) Net Interest Margin Gain Tests Bullish Earnings Narratives

TowneBank (TOWN) has wrapped up FY 2025 with fourth quarter total revenue of US$220.1 million and basic EPS of US$0.52, alongside trailing twelve month revenue of US$811.8 million and EPS of US$2.22, setting the tone for how you might read the latest print. Over the past few quarters, total revenue has moved from US$175.6 million in Q4 2024 to US$220.1 million in Q4 2025, while quarterly EPS shifted from US$0.55 to US$0.52. These figures now sit against a trailing twelve month net income of...
NYSE:ETN
NYSE:ETNElectrical

Is It Too Late To Consider Eaton (ETN) After A Strong Multi Year Share Price Run

If you are wondering whether Eaton's share price still reflects good value after its strong run, or whether most of the opportunity is already priced in, this article is here to help you frame that question clearly. Eaton recently closed at US$354.37, with returns of 6.1% over 7 days, 10.4% over 30 days, 8.3% year to date, 9.7% over 1 year and 219.9% over 5 years. Those figures naturally raise questions about what you are paying for today. Recent coverage has focused on Eaton as a large...
TSX:CLS
TSX:CLSElectronic

Celestica’s Record Results Deepen AI Data Center Growth Story

Celestica, TSX:CLS, reported record quarterly and full year results, with performance well above its prior expectations. The company outlined major capital investment plans to expand manufacturing capacity for AI focused data center products. Celestica also secured a new hyperscaler program award, reinforcing its role in cloud and AI hardware supply chains. Management raised its 2026 outlook, reflecting the impact of stronger demand and new program wins. Celestica comes into this update...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton’s NEX Lab Partnership Adds Context To Valuation And Momentum

Halliburton (NYSE:HAL) and Singapore’s A*STAR have opened the Next-Generation Energy Accelerators Joint Lab (NEX Lab). The joint lab is focused on developing and commercializing advanced well completion technologies. The collaboration is set up to support both traditional and low carbon energy applications through integrated research and engineering. For investors watching Halliburton at a share price of $33.39, this new joint lab adds context to the stock’s recent performance. The...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

A Look At Stoke Therapeutics (STOK) Valuation As New Waltham Headquarters Signals Growth Plans

Stoke Therapeutics (STOK) has signed a long term lease for a 98,500 square foot headquarters and lab in Waltham, Massachusetts. This move signals a capacity build out as the company prepares for potential commercialization. See our latest analysis for Stoke Therapeutics. The new headquarters announcement came as Stoke Therapeutics' share price closed at $31.07, with a 1 day share price return of 5.68% and a 1 year total shareholder return of 182.71%, suggesting momentum has been rebuilding...
NYSE:W
NYSE:WSpecialty Retail

Wayfair Google Alliance Puts AI Shopping And Valuation In Focus

Wayfair (NYSE:W) has announced a partnership with Google to co develop the Universal Commerce Protocol. The initiative focuses on using AI to improve online shopping experiences for consumers and merchants. The companies aim to create shared standards that can be used across different platforms and retail channels. Wayfair, an online home goods retailer, has been operating in an industry where digital shopping tools and AI driven recommendations are becoming more common across large...
TSE:9501
TSE:9501Electric Utilities

Tokyo Electric Power (TSE:9501) Quarterly Profit Of ¥145b Tests Bearish Loss Narratives

Tokyo Electric Power Company Holdings (TSE:9501) has put up a mixed scorecard for Q3 2026, with quarterly revenue of ¥1.73t and Basic EPS of ¥90.69, while its trailing twelve month figures still show a net loss of ¥744.53b and Basic EPS of ¥464.72 in the red. The company has seen quarterly revenue move between about ¥1.49t and ¥1.86t over the past six reported periods, with Basic EPS swinging from a loss of ¥535.36 to a profit of ¥90.69 as net income excluding extraordinary items ranged from...
ASX:MP1
ASX:MP1IT

Is Megaport (ASX:MP1) Quietly Becoming Australia’s Connectivity Backbone for Sovereign, Renewable-Powered AI?

On 28 January 2026, WinDC announced a partnership to connect its renewable-powered AI Factories to Megaport’s global Network as a Service platform, enabling secure, low-latency access to high-density AI compute deployed at renewable generation sites across Australia and beyond. This collaboration introduces an unconventional AI infrastructure model that uses otherwise curtailed renewable energy, positioning Megaport as a key connectivity provider for behind-the-meter AI workloads and...
TSX:BAM
TSX:BAMCapital Markets

Is Brookfield Asset Management (TSX:BAM) Quietly Rebalancing Between Payments Ambitions and Global Real Assets?

Barclays and Brookfield have appointed Jason Lalor as CEO of the Barclaycard Payments acceptance business, while Brookfield is also believed to have acquired the BHV Marais building in Paris, extending its global real estate presence. Together, these moves underline how Brookfield is pairing leadership change in payments with high-profile property investment to deepen its influence across financial and real-asset ecosystems. Next, we’ll examine how Brookfield’s Paris retail acquisition...
TSX:MAU
TSX:MAUMetals and Mining

Montage Gold (TSX:MAU) Valuation After Koné Construction Milestones And Strong Share Price Momentum

Montage Gold (TSX:MAU) is back on many investors’ screens after a detailed construction update on its Koné project in Côte d’Ivoire, highlighting rapid progress, key plant milestones and extensive on site activity. See our latest analysis for Montage Gold. The construction update appears to sit alongside very strong recent market interest, with a 30 day share price return of 40.10% and a 90 day share price return of 95.26%. Meanwhile, the 1 year total shareholder return is very large, which...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

A Look At Qualcomm (QCOM) Valuation As AI And Automotive Expansion Meets Upcoming Q1 2026 Earnings

QUALCOMM (QCOM) is back in focus as investors look ahead to its first quarter 2026 earnings release and weigh how its push into AI chips, automotive, and edge computing could reshape the business. See our latest analysis for QUALCOMM. The share price has cooled off recently, with a 30 day share price return of a 12.34% decline and a 90 day decline of 15.85%. However, the 3 year total shareholder return sits at 19.94%, suggesting longer term holders have still seen gains while near term...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Does Pegasystems' (PEGA) AI-Powered Lotus Notes Upgrade Hint at a Deeper Automation Strategy Shift?

Pegasystems recently launched Notes to Blueprint, an AI-enabled solution that helps enterprises convert aging Lotus Notes applications into modern, cloud-based automated workflows, drawing on assets acquired from Adopteq and a partnership with Capgemini on AWS Marketplace. This move targets thousands of organizations still dependent on complex Lotus Notes estates, aiming to simplify modernization while unlocking previously hard-to-access operational data for broader automation and...
TSE:7181
TSE:7181Insurance

How a Large Unrealized Bond Loss and Stock Split At Japan Post Insurance (TSE:7181) Has Changed Its Investment Story

In late January 2026, Japan Post Insurance Co., Ltd. approved a stock split and related amendments to its Articles of Incorporation while disclosing approximately ¥3.48 trillion in unrealized losses on certain bond holdings as of December 31, 2025. Despite these very large valuation losses relative to prior-year profit levels, management is maintaining its earnings and dividend forecasts for the fiscal year ending March 31, 2026, signaling confidence in its current outlook. We’ll now examine...
TSX:BIR
TSX:BIROil and Gas

Does Birchcliff Energy’s 2026 Output And Dividend Plan Reveal A New Capital Playbook For TSX:BIR?

On January 20, 2026, Birchcliff Energy Ltd. released 2026 production guidance of 81,000 to 84,000 boe/d and declared a quarterly cash dividend of $0.03 per common share for the quarter ended March 31, 2026, payable on March 31 to shareholders of record on March 13. This combination of forward-looking production levels and continued cash returns gives investors clearer visibility into Birchcliff’s operational scale and capital allocation priorities. We will now look at how Birchcliff’s...
NYSE:KOS
NYSE:KOSOil and Gas

Is Kosmos Energy’s (KOS) Tender Offer Extension Reframing Its Balance Sheet Strategy or Just Tinkering?

Kosmos Energy recently extended, in the past, the early tender and withdrawal deadlines for its cash offer to repurchase up to US$250 million of its 7.750% Senior Notes due 2027, giving bondholders more time to participate while still receiving total consideration. This extension highlights Kosmos Energy’s ongoing liability management efforts, which could influence the timing and composition of its balance sheet and future financing flexibility. Next, we’ll examine how extending the senior...
NasdaqGS:DRH
NasdaqGS:DRHHotel and Resort REITs

A Look At DiamondRock Hospitality (DRH) Valuation After Fresh Optimism From Deutsche Bank And Morgan Stanley

Analyst sentiment puts DiamondRock Hospitality in focus Recent analyst moves at Deutsche Bank and Morgan Stanley have put DiamondRock Hospitality (DRH) back on investor radar, as both firms highlighted the hotel REIT’s positioning in what they view as resilient lodging markets. See our latest analysis for DiamondRock Hospitality. At a share price of US$9.19, DiamondRock’s recent moves tell a mixed story, with a 1 day share price return of 1.66% and a 7 day share price return of a 4.27%...