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TSE:5201
TSE:5201Building

Does Leadership Turnover And Governance Shift Change The Bull Case For AGC (TSE:5201)?

On December 9, 2025, AGC Inc. announced wide‑ranging governance moves, including the upcoming resignation of CFO Shinji Miyaji and multiple board and audit & supervisory board departures effective March 27, 2026, alongside a planned shift to a Company with Audit and Supervisory Committee structure, subject to shareholder approval in March 2026. This combination of leadership turnover and a board structure change signals a meaningful reset of how AGC will oversee risk, capital allocation and...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Is It Too Late To Consider Blackstone Mortgage Trust After Its Recent 22.6% Share Price Rally?

If you are wondering whether Blackstone Mortgage Trust is still worth buying after its recent run, or if the easy money has already been made, you are not alone. The stock is up 22.6% over the last year and 13.2% year to date, with a strong 9.6% gain in the past month even after a small 1.6% pullback this week. Recent moves have been driven largely by shifting expectations around interest rates and commercial real estate credit risk, as investors reassess which mortgage REITs can navigate...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Q2 2026 Margin Stability Keeps Efficiency Narratives Under Scrutiny

FedEx (FDX) has posted Q2 2026 results with revenue of $23.5 billion and basic EPS of $4.07, anchored by net income of $956 million as the company continues to navigate a steady but measured freight environment. The company has seen revenue move from $21.6 billion in Q3 2025 to $22.0 billion in Q4 2025, $22.2 billion in Q1 2026, and now $23.5 billion in Q2 2026. Basic EPS has ranged from $3.78 to $6.92 over that stretch before landing at $4.07 this quarter, setting up a picture of consistent...
NYSE:FINV
NYSE:FINVConsumer Finance

Is FinVolution’s New AI Risk Framework Reshaping The Investment Case For FinVolution Group (FINV)?

Earlier this month, FinVolution Group hosted a closed-door technology forum titled "New AI Paradigms: The Core Logic Driving Future Development," where it gathered over 20 leading AI scholars and unveiled an AI framework that blends commercial and proprietary models to strengthen risk management and customer service. The company also flagged an upcoming white paper on embedding multimodal large models into cross-border fintech operations, highlighting how AI could reshape its international...
NYSE:ACN
NYSE:ACNIT

Accenture (ACN) Q1 2026 Margin Slippage Reinforces Concerns Over Slowing Profit Growth

Accenture (ACN) opened fiscal 2026 with Q1 revenue of about $18.7 billion and basic EPS of $3.57, setting the tone for another year where profit growth is firmly in focus. The company has seen quarterly revenue move from roughly $16.4 billion in Q4 2024 to $18.7 billion in Q1 2026, while basic EPS has ranged between about $2.27 and $3.64 over that stretch. This gives investors a clear view of how top line and per share earnings have been tracking. With trailing net margins easing a touch and...
CNSX:CL
CNSX:CLPharmaceuticals

Cresco Labs (CNSX:CL) Is Up 55.2% After Cannabis Rescheduling News Is The Bull Case Changed?

Cresco Labs recently welcomed the U.S. federal government’s move to reschedule cannabis from Schedule I to Schedule III, calling it a historic policy shift for the regulated cannabis industry. The company highlighted that rescheduling could ease tax burdens, improve access to banking and research, and further legitimize state-regulated cannabis markets, directly supporting its brand-building and expansion efforts. We’ll now examine how easing federal tax burdens and banking frictions could...