SWX:NWRN
SWX:NWRNPharmaceuticals

Did Launching the ENIGMA-TRS 2 Phase III Trial Just Shift Newron Pharmaceuticals' (SWX:NWRN) Investment Narrative?

Newron Pharmaceuticals has initiated its ENIGMA-TRS 2 global Phase III trial of evenamide as an add-on therapy for treatment-resistant schizophrenia, following US FDA and IRB approvals, with the first site at UCLA’s Semel Translational Research Center for Neuropsychiatry. The study’s focus on rigorously defined treatment-resistant patients and evenamide’s targeted sodium-channel mechanism highlights its potential differentiation from existing antipsychotic options. Next, we’ll explore how...
TSE:4516
TSE:4516Pharmaceuticals

Nippon Shinyaku (TSE:4516): Rethinking Valuation After Deramiocel’s Phase 3 Win and JPMorgan Upgrade

Nippon Shinyaku (TSE:4516) just caught investors’ attention after deramiocel cleared a key Phase 3 hurdle in Duchenne muscular dystrophy, prompting a JPMorgan upgrade that reframes the company’s long-term profit and pipeline story. See our latest analysis for Nippon Shinyaku. The deramiocel news has lit a fire under Nippon Shinyaku, with a 7 day share price return of 64.20 percent and a 30 day share price return of 82.37 percent, signalling rapidly building momentum despite a weaker 3 year...
TSE:4205
TSE:4205Chemicals

Zeon (TSE:4205): Assessing Valuation After a 31% One-Year Shareholder Return

Zeon (TSE:4205) has quietly delivered a 31% return over the past year, even as earnings growth has been mixed. That combination makes the latest move in Zeon stock worth a closer look. See our latest analysis for Zeon. With the share price now around ¥1,757.5, Zeon has shrugged off a soft patch earlier in the year. It has posted a solid 1 month share price return and a robust 1 year total shareholder return, suggesting momentum is gradually rebuilding as investors reassess its growth and risk...
NYSE:GBX
NYSE:GBXMachinery

What Greenbrier Companies (GBX)'s Robust Railcar Backlog and Leasing Momentum Means For Shareholders

In its latest update, The Greenbrier Companies reported fiscal Q4 orders for 2,400 railcars worth over US$300 million, delivered 4,900 units, and ended August 2025 with a backlog of 16,600 railcars valued at nearly US$2.20 billion. The company’s lease fleet expanded about 10% in fiscal 2025 with 98% utilization and it paid its 46th consecutive quarterly dividend on December 3, 2025, underscoring sustained demand for its equipment and services. We’ll now examine how this strong railcar...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check After AI-Driven Optical Communications Growth and Strong Earnings

Corning (GLW) is back on investors radar after its optical communications business again took center stage in the latest earnings update, with AI driven data center demand powering a meaningful jump in sales and profit contribution. See our latest analysis for Corning. That backdrop helps explain why Corning’s share price has climbed to about $88, with a powerful year to date share price return of roughly 89 percent and a three year total shareholder return above 180 percent, signaling...
TSE:8053
TSE:8053Trade Distributors

Sumitomo (TSE:8053) Valuation After ¥300 Billion Bond Shelf Registration Spurs Growth Strategy Questions

Sumitomo (TSE:8053) just filed a ¥300 billion bond shelf registration, a move that puts fresh financing within easy reach and immediately raises questions about how management plans to deploy that firepower. See our latest analysis for Sumitomo. The move comes after a strong run for the stock, with a 47.2% year to date share price return and a 56.1% one year total shareholder return signaling momentum rather than fatigue. If Sumitomo’s financing plans have you thinking bigger picture, this is...
TSX:BITF
TSX:BITFSoftware

Assessing Bitfarms (TSX:BITF) Valuation After Strong Multi‑Year Returns and Recent Share Price Volatility

Bitfarms (TSX:BITF) has quietly become a high beta way to express a view on bitcoin, with the stock swinging from a strong past 3 months to a weaker recent month of trading. See our latest analysis for Bitfarms. Zooming out, that weak recent stretch comes after a powerful run. The 90 day share price return of 84.93 percent and three year total shareholder return of 495.59 percent suggest long term momentum is still very much intact despite short term volatility. If Bitfarms has you thinking...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer (ENXTAM:WKL): Revisiting Valuation After Launch of AI-Powered SteuerSparErklärung Online in Germany

Wolters Kluwer (ENXTAM:WKL) just rolled out SteuerSparErklärung Online in Germany, a browser based tax filing platform that uses its AI assistant Alma to simplify the entire return process for everyday users. See our latest analysis for Wolters Kluwer. Despite this kind of product innovation, Wolters Kluwer’s share price has had a tough stretch, with a steep year to date share price decline and weaker one year total shareholder return. However, the five year total shareholder return remains...
ASX:LTR
ASX:LTRMetals and Mining

Liontown Resources (ASX:LTR): Valuation Check After New Canmax Offtake Deal Expands Lithium Supply Commitments

Liontown (ASX:LTR) has grabbed attention after signing a binding offtake deal with Canmax Technologies, locking in spodumene concentrate supply for 2027 and 2028 and deepening its ties into the global battery supply chain. See our latest analysis for Liontown. The market seems to like the story, with a 45.10% 1 month share price return and a 159.65% year to date share price return contributing to a 142.62% 1 year total shareholder return. This suggests strong momentum despite a weaker 3 year...
NYSE:COMP
NYSE:COMPReal Estate

Compass (COMP): Reassessing Valuation After Barclays Upgrade and HOUS Acquisition Optimism

Barclays has taken a more constructive view on Compass, upgrading the stock after highlighting expected benefits from its HOUS acquisition, an improved pitch to agents, and potential upside as existing home sales gradually recover. See our latest analysis for Compass. That backdrop helps explain why momentum in Compass shares has been building, with a 21.87% 1 month share price return, a 79.66% year to date share price return, and a striking 294.70% 3 year total shareholder return, even...
NYSE:PPG
NYSE:PPGChemicals

PPG Industries (PPG): Assessing Valuation After Recent Share Price Pullback and Modest Growth

PPG Industries (PPG) has been drifting lower this year, even as its latest annual results showed steady revenue and earnings growth. That disconnect is what has investors revisiting the coatings giant’s valuation today. See our latest analysis for PPG Industries. Despite a recent 1 month share price return of 4.28 percent, PPG is still down 13.04 percent year to date and its 1 year total shareholder return of negative 18.79 percent underlines that momentum has been fading as investors...
ASX:AYA
ASX:AYAHealthcare Services

Assessing Artrya (ASX:AYA)’s Valuation After Its New Three-Year U.S. Hospital Agreement

Artrya (ASX:AYA) has secured a three year commercial agreement to deploy its Salix platform across Northeast Georgia Health System, providing at least A$300,000 in revenue with additional potential from per scan fees. See our latest analysis for Artrya. The announcement appears to have accelerated an already powerful trend, with a 7 day share price return of 25.56 percent contributing to a 533.87 percent year to date share price return and a 727.37 percent 1 year total shareholder return...
NYSE:LBRT
NYSE:LBRTEnergy Services

Liberty Energy (LBRT): Revisiting Valuation After Fresh Bullish Analyst Coverage Boosts Sentiment

Liberty Energy (LBRT) is back in the spotlight after UBS kicked off coverage with a bullish stance, adding its voice to upbeat views from Citigroup and RBC Capital and sharpening investor focus on the stock. See our latest analysis for Liberty Energy. Those bullish calls land as Liberty Energy trades around $19.40, with a strong 90 day share price return of 93.61 percent contrasting with a softer year to date share price return and a still solid 1 year total shareholder return of 14.10...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Cogent Biosciences (COGT): Valuation Check After Positive APEX Part 2 Trial Results for Bezuclastinib

Cogent Biosciences (COGT) just cleared an important de risking step by reporting positive APEX Part 2 data for bezuclastinib in advanced systemic mastocytosis, which now underpins its planned FDA filing in 2026. See our latest analysis for Cogent Biosciences. Those APEX and SUMMIT readouts have clearly shifted how investors see Cogent’s risk profile, with a roughly 172 percent 1 month share price return and a 417 percent year to date share price return suggesting momentum is firmly building...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

The Bull Case For Dorchester Minerals (DMLP) Could Change Following Distribution Hike And Insider Buying Wave

Beacon Pointe Advisors LLC recently disclosed a new position in Dorchester Minerals, L.P. worth about US$1.14 million, coinciding with the partnership’s decision to lift its quarterly distribution to a yield of around 12.0% and fresh insider share purchases by the CEO and a director. This combination of higher income payouts, institutional capital inflows, and insider buying has drawn attention to how Dorchester Minerals’ management and professional investors view the partnership’s prospects...
TSE:7912
TSE:7912Commercial Services

Dai Nippon Printing (TSE:7912): Valuation Check After 10nm NIL Breakthrough Challenges Costly EUV Lithography

Dai Nippon Printing (TSE:7912) just caught semiconductor investors attention with a new nanoimprint lithography template that patterns circuits at 10 nanometers, a potential alternative to more expensive, power hungry EUV tools. See our latest analysis for Dai Nippon Printing. The announcement lands after a steady rerating, with a 17.5% year to date share price return and a powerful 203% five year total shareholder return suggesting momentum has been quietly building rather than fading. If...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Is SiTime (SITM) Quietly Redefining Its Moat With Ultra-Resilient GNSS-Denied Timing Technology?

In early December 2025, SiTime Corporation launched its Endura ENDR-TTT Super-TCXO, an ultra-stable, low-power oscillator engineered to extend GNSS holdover, improve spoofing resistance, and withstand extreme temperatures and shock for aerospace, defense, and industrial timing applications. By offering much longer holdover, far better PNT accuracy, and sharply reduced g-sensitivity versus quartz, the new oscillator aims to address mission-critical timing needs where GNSS signals are...
ENXTPA:AI
ENXTPA:AIChemicals

Hyundai Hydrogen Mobility Expansion Might Change The Case For Investing In L'Air Liquide (ENXTPA:AI)

Earlier in December 2025, Hyundai Motor Group renewed and expanded its memorandum of understanding with Air Liquide to build out hydrogen supply chains and mobility infrastructure across Europe, South Korea and the US, with a strong focus on heavy-duty transport and public transit fleets. This broader collaboration positions Air Liquide more firmly at the center of emerging hydrogen ecosystems, potentially deepening its role in large-scale fuel cell deployment and long-term clean energy...
NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR): Revisiting Valuation After Prolonged Share Price Weakness

Recent Stock Performance and Context Avantor (AVTR) has been grinding lower, with the stock down about 2% on the day and roughly 17% over the past 3 months, extending a much longer slide. See our latest analysis for Avantor. The latest pullback leaves Avantor’s share price at $10.71, and that weak near term share price return sits on top of a much steeper year to date share price decline. This suggests momentum is still fading as investors reassess growth versus execution risk. If you are...
ASX:NSR
ASX:NSRSpecialized REITs

Valuation Check on National Storage REIT (ASX:NSR) After Its Recent Strong Share Price Run

National Storage REIT (ASX:NSR) has quietly put together an impressive run, with the stock climbing about 23% over the past month and 24% over the past year, comfortably outpacing the broader market. See our latest analysis for National Storage REIT. That strong 30 day share price return sits on top of a solid year of compounding gains, with a 12 month total shareholder return in the mid 20s suggesting momentum is still building as investors warm to its growth and income mix around A$2.79. If...
NYSE:ALEX
NYSE:ALEXREITs

Alexander & Baldwin (ALEX): Reassessing Valuation After a Recent 19% Share Price Slide

Alexander & Baldwin (ALEX) has quietly slid about 19% over the past 3 months, putting the Hawaii focused REIT back on value investors’ radar as they weigh its income profile against relatively softer growth. See our latest analysis for Alexander & Baldwin. That recent slide sits against a longer history where the 1 year total shareholder return is negative, even though the 5 year total shareholder return is still positive. This suggests momentum has cooled as investors reassess growth and...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Still Undervalued After Its Recent Share Price Rebound?

Boeing (BA) shares have been grinding higher recently, and the move has investors asking whether this is just a relief rally or the start of a more durable recovery in the aerospace cycle. See our latest analysis for Boeing. At a latest share price of $206.27, Boeing’s recent 7 day share price return of 10.62 percent and 1 year total shareholder return of 31.35 percent suggest momentum is rebuilding after a softer 90 day share price return of negative 10.13 percent. If Boeing’s rebound has...