SEHK:2633
SEHK:2633Pharmaceuticals

Jacobson Pharma (SEHK:2633) Margin Expansion Reinforces Bullish Narrative Despite Slower Revenue Outlook

Jacobson Pharma (SEHK:2633) has posted a steady H1 2026 result, with revenue of HK$766.6 million and basic EPS of HK$0.071, supported by trailing 12 month revenue of about HK$1.5 billion and EPS of HK$0.152 that reflects solid earnings momentum over the past year. The company has seen revenue hover around the HK$1.5 billion mark over recent periods while EPS has increased from HK$0.129 to around HK$0.152 on a trailing basis, pointing to tighter execution and firmer margins that give investors...
NasdaqGM:PPIH
NasdaqGM:PPIHMachinery

Perma-Pipe (PPIH) Q3 2026: Net Margin Compression Tests Bullish Profitability Narrative

Perma-Pipe International Holdings (PPIH) has laid out a busy Q3 2026, reporting revenue of about $61.1 million and basic EPS of roughly $0.78 as investors parse how the latest quarter fits into its recent run of profitability. The company has seen revenue move from around $41.6 million in Q3 2025 to $61.1 million in Q3 2026, while quarterly EPS shifted from about $0.31 to $0.78 over the same period. This sets up a results season where the key question is how sustainable these margins really...
NYSE:M
NYSE:MMultiline Retail

Macy's (M) Is Up 5.7% After Raising 2025 Sales Guidance Despite Lower Q3 Profit - What's Changed

Macy’s, Inc. reported past third-quarter 2025 results showing relatively stable revenue of US$4.91 billion but lower net income of US$11 million, while management raised full-year 2025 net sales guidance to US$21.48 billion–US$21.63 billion and forecast fourth-quarter net sales of about US$7.35 billion–US$7.50 billion. The company’s higher guidance, alongside progress in its “Bold New Chapter” restructuring and a completed buyback of 40.88 million shares, highlights management’s confidence...
TSE:9556
TSE:9556Professional Services

INTLOOP (TSE:9556) Q1: EPS Surge Reinforces Bullish High‑Growth Narrative Despite Rich P/E

INTLOOP (TSE:9556) opened its new fiscal year with Q1 2026 revenue of ¥9.6 billion and basic EPS of ¥39.9, setting a clear marker for how its growth story is carrying into the current year. The company has seen quarterly revenue climb from ¥8.0 billion in Q1 2025 to ¥9.6 billion in Q1 2026, while basic EPS moved from ¥25.8 to ¥39.9 over the same period, and trailing 12 month EPS has advanced from ¥97.2 to ¥160.6 as revenue scaled from ¥27.1 billion to ¥35.2 billion. With net income and...
NYSE:ORI
NYSE:ORIInsurance

Old Republic International (ORI): Assessing Valuation After a Strong Multi‑Year Share Price Run

Old Republic International (ORI) has quietly delivered strong gains over the past year, and the stock’s recent move higher is drawing fresh attention from income focused investors and long term holders alike. See our latest analysis for Old Republic International. The latest leg higher to a share price of $45.3 builds on a steady uptrend, with a year to date share price return of 25.73 percent and a powerful 5 year total shareholder return of 253.07 percent, suggesting momentum is still...
SEHK:178
SEHK:178Specialty Retail

Sa Sa International (SEHK:178) H1 EPS Growth Tests Market’s High-Multiple, Margin-Skeptic Narrative

Sa Sa International Holdings (SEHK:178) has just posted its H1 2026 numbers, with revenue coming in at HK$2.0 billion and basic EPS at HK$0.017, giving investors a fresh data point on the retailer’s post reopening trajectory. The company has seen revenue move from HK$1.9 billion in H1 2025 to HK$2.0 billion in H1 2026, while basic EPS has edged from HK$0.015 to HK$0.017 over the same period. This sets the stage for a debate about how durable its improving profitability really is as margins...
SGX:S68
SGX:S68Capital Markets

Singapore Exchange (SGX:S68) Valuation After Trading Uplift, Crypto Derivatives Push and Planned Nasdaq Bridge

Recent trading data and strategy updates at Singapore Exchange (SGX:S68), including an 18% jump in November securities turnover and fresh connectivity plans with Nasdaq, are giving investors new reasons to revisit the stock. See our latest analysis for Singapore Exchange. The latest trading uplift has come on top of a strong run, with the share price now at $16.94 and a robust year to date share price return of roughly 35%. The three year total shareholder return above 100% suggests momentum...
TSX:BCE
TSX:BCETelecom

Evaluating BCE (TSX:BCE)’s Valuation After Its Hardware‑Free Fibe TV Streaming Expansion

BCE (TSX:BCE) just pushed its TV strategy further into streaming, rolling out hardware free Fibe TV across Ontario and Quebec so customers can watch live and on demand content through existing Smart TVs and devices. See our latest analysis for BCE. These streaming upgrades come as BCE’s CA$32.62 share price has drifted lower over the medium term, with a weak three year total shareholder return of around negative 33 percent signalling that momentum has been fading despite steady telecom...
NYSE:BLSH
NYSE:BLSHCapital Markets

Bullish (BLSH): Assessing a Rich Valuation After Recent Share Price Weakness

Bullish (BLSH) has been sliding lately, with shares down around 16% over the past 3 months and more than 35% this year, even as revenue and net income growth paint a very different picture. See our latest analysis for Bullish. That said, the weak 90 day share price return of 16.0 percent and 2025 year to date share price return of 36.0 percent suggest sentiment is still resetting as investors reassess Bullish's growth story and risk profile around digital assets. If this kind of volatility...
CPSE:ROCK B
CPSE:ROCK BBuilding

Should Rockwool’s €150m Buyback Shape How Investors View Capital Deployment at (CPSE:ROCK B)?

Earlier in 2025, ROCKWOOL A/S launched a share buy-back programme running from 7 February 2025 to 5 February 2026, authorising repurchases of up to €150 million and bringing its holding to 4,364,356 B shares, or 2.06% of total share capital. This sizeable, year-long repurchase plan highlights management’s commitment to returning capital to investors and adjusting the company’s share count over time. Now, we’ll examine how this sizeable buy-back programme interacts with Rockwool’s existing...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP (ASX:AMP)’s Valuation as Class Action Settlement Signals Progress on Legacy Issues

AMP (ASX:AMP) has moved to settle a longstanding class action over historic adviser commissions with a proposed A$29 million agreement, aiming to draw a line under legacy conduct risks and refocus investors on its core operations. See our latest analysis for AMP. The announcement has landed against a backdrop of solid share price momentum, with AMP delivering a year to date share price return of 15.67 percent and a three year total shareholder return of 45.18 percent. This suggests investors...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST): Valuation Check as Exploration, Renewables and Capital Discipline Drive Long-Term Story

Northern Star Resources (ASX:NST) is drawing fresh attention as its recent share gains line up with a bigger strategic story, a heavy exploration program, renewable energy rollout and disciplined capital management. See our latest analysis for Northern Star Resources. The recent 90 day share price return of 28.9 percent, and a 12 month total shareholder return of 71.2 percent, suggest momentum is firmly building as investors reprice Northern Star’s growth pipeline and lower risk profile. If...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Did Open Text's Expanded Shelf Registration Just Shift OTEX's AI‑Era Capital Allocation Narrative?

On 12 December 2025, Open Text Corporation filed an omnibus shelf registration covering common and preference shares, debt, depositary shares, warrants, purchase contracts, and units, while shareholders virtually re‑elected its board with 85.84% of outstanding common shares represented. This broad shelf registration enhances Open Text’s flexibility to raise capital across multiple instruments, which can influence expectations around its balance sheet, acquisition capacity, and future funding...
ASX:TWE
ASX:TWEBeverage

Treasury Wine Estates (ASX:TWE): Valuation Check After Major Americas Impairment and Decade-Low Share Price

Treasury Wine Estates (ASX:TWE) has jolted investors by flagging a hefty non cash impairment of up to A$687 million on its Americas business, after a deteriorating U.S. wine outlook sent the stock to decade lows. See our latest analysis for Treasury Wine Estates. The A$687 million non cash hit lands after a brutal run, with a roughly 52 percent year to date share price decline and a similarly steep one year total shareholder return. This signals that investors now see higher structural risk...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Cipher Mining (CIFR) Valuation After Fed’s Third Rate Cut and Renewed Crypto-Sector Optimism

The Federal Reserve's third consecutive rate cut, trimming the funds rate to a 3.5% to 3.75% range, immediately put Cipher Mining (CIFR) on traders' radar as crypto linked names caught a bid. See our latest analysis for Cipher Mining. Even after today’s pullback, with the share price at $17.05, Cipher’s roughly 57% 3 month share price return and powerful 1 year total shareholder return of 178% suggest momentum is cooling, not broken, after a huge run. If this kind of volatility has your...
NYSE:DV
NYSE:DVMedia

How Investors Are Reacting To DoubleVerify (DV) Becoming TikTok’s First Badged Attention-Measurement Partner

In early December 2025, DoubleVerify announced that its DV Authentic Attention product is now integrated with TikTok, becoming the first badged TikTok Marketing Partner to provide direct impression-level attention measurement and granular insight into how ad exposure and engagement influence performance on the platform. This move not only broadens DoubleVerify’s reach across a major social channel but also gives advertisers sharper tools to detect creative fatigue, benchmark campaigns and...
XTRA:AG1
XTRA:AG1Specialty Retail

Why AUTO1 Group (XTRA:AG1) Is Up 13.1% After Expanding Its €1.6 Billion Securitisation Program

Earlier this month, AUTO1 Group SE announced it had upsized and extended its inventory asset-backed securitisation programme, increasing total used-car inventory financing capacity by 45% to €1.60 billion, including up to €1.30 billion in senior notes from its bank group and up to €300 million in junior notes it will fund itself, with the revolving period now running until November 2027. This larger, longer-dated funding pool could be important for supporting AUTO1 Group’s pan-European...
NYSE:AIR
NYSE:AIRAerospace & Defense

Does xCelle Asia JV and New Distribution Deals Change The Bull Case For AAR (AIR)?

In recent days, AAR CORP. completed the formation of xCelle Asia, a Thailand-based joint venture with Air France Industries KLM Engineering & Maintenance to overhaul next-generation aircraft nacelles for APAC operators, while also extending multi-year exclusive global distribution agreements with Collins Aerospace and Arkwin Industries. Together, these moves deepen AAR’s role across high-value MRO and parts distribution niches, broadening its geographic reach and reinforcing long-term...
XTRA:MBG
XTRA:MBGAuto

Is Mercedes-Benz’s Share Buyback and LG Battery Deal Altering The Investment Case For Mercedes-Benz Group (XTRA:MBG)?

In early December 2025, Mercedes-Benz Group AG disclosed that it had repurchased a total of 3,620,874 shares under its ongoing buyback program, while also announcing that LG Energy Solution will supply it with electric vehicle battery cells for seven years starting in 2028 under a new long-term agreement. By locking in a non-Chinese battery supply partnership with LG Energy Solution ahead of stricter US and EU rules, Mercedes-Benz is bolstering both its electric vehicle rollout plans and its...
TSE:6966
TSE:6966Semiconductor

Mitsui High-tec (TSE:6966) Margin Compression Tests Bullish Earnings Growth Narrative After Q3 2026 Results

Mitsui High-tec (TSE:6966) has just posted another steady quarter, with Q3 2026 revenue of ¥54.6 billion and basic EPS of ¥17.64 off net income of ¥3.2 billion, setting the tone for how investors read the latest move in margins. The company has seen quarterly revenue hover in a tight band between roughly ¥53.5 billion and ¥56.7 billion over the past six periods, while basic EPS has moved from around ¥12.43 to ¥17.64 as net income climbed from about ¥2.3 billion to ¥3.2 billion, teeing up this...
NYSE:VG
NYSE:VGOil and Gas

Why Venture Global (VG) Is Down 9.8% After Debt Raise, Dividend Move And Profit Cut

Earlier this month, Venture Global, Inc. declared a US$0.017 per-share cash dividend on its Class A and Class B common stock, payable on December 31, 2025, to shareholders of record as of December 15, 2025. At the same time, its Plaquemines LNG subsidiary raised US$3.00 billion in senior secured notes while the parent company cut its profit outlook and grappled with high-profile legal disputes with major LNG customers Shell and BP. Next, we’ll examine how Venture Global’s combination of...
SEHK:2186
SEHK:2186Pharmaceuticals

Luye Pharma Group (SEHK:2186): Valuation Check After New Exchangeable Preference Share Deal in Boan Biotech

Luye Pharma Group (SEHK:2186) just wrapped up a financing move through its subsidiary, issuing 1,500,000 exchangeable preference shares tied to Boan Biotech’s stock, effectively tightening its grip on the biotech side of the business. See our latest analysis for Luye Pharma Group. The latest exchangeable preference share issuance comes after a year in which Luye Pharma’s 38.68% year to date share price return contrasts with a still negative 5 year total shareholder return of 21.81%. This...
NYSE:T
NYSE:TTelecom

Assessing AT&T (T) Valuation After Recent Share Price Pullback

Recent performance and market backdrop AT&T (T) has quietly outperformed over the past year, even as the stock has slipped around 4% this month and roughly 17% in the past 3 months, creating a more interesting entry point. See our latest analysis for AT&T. With the share price at $24.58, AT&T’s recent pullback contrasts with a solid year to date, and the stronger 1 year and multi year total shareholder returns suggest sentiment is cooling slightly rather than breaking the longer term recovery...
NYSE:WMB
NYSE:WMBOil and Gas

Evaluating Williams Companies’ Valuation After Recent Share Price Pullback and Multi‑Year Gains

Recent Performance and Why Williams Companies Still Matters Williams Companies (WMB) has drifted lower over the past week, but zooming out tells a different story. The stock is still up solidly over the past year and has more than doubled over three years. See our latest analysis for Williams Companies. The latest pullback in Williams Companies’ share price, now around $59.74 after a weak week of trading, looks more like a pause than a reversal, given its solid year to date share price gains...