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L1 Capital International Fund has recently exited its long-term position in Eagle Materials Inc., citing concerns that a softer U.S. housing cycle and housing affordability pressures could weigh on demand and pricing for key products such as wallboard and cement. This complete divestment by a previously significant shareholder highlights how worries about new housing starts and construction activity are influencing institutional views on building materials exposure. We’ll now examine how L1...

Scatec (OB:SCATC) has just switched on two new African solar assets: the second phase of its Mmadinare Solar Cluster in Botswana and the 273 MW Grootfontein plant in South Africa, locking in long term contracted cash flows. See our latest analysis for Scatec. These new PPAs come after a string of growth moves across Africa, and even though the 1 day share price return of 1.69% barely shifts the needle, Scatec’s strong year to date share price return of 25.93% alongside a 30.85% 1 year total...

ADMA Biologics recently reported quarterly results that beat revenue expectations, raised its 2025 and 2026 earnings guidance, and highlighted an FDA‑approved manufacturing process expected to lift yields by around 20% and support long‑term margin expansion. This combination of stronger near‑term performance and structurally improved manufacturing efficiency underpins management’s projection that earnings per share could be around four times higher by 2030. Next, we’ll examine how the new...

Earlier this week, Commonwealth Bank of Australia benefited from a sector-wide rally in Australian financials, as investors responded to the Reserve Bank of Australia’s firm stance on interest rates and looming macroeconomic and regulatory shifts, including tighter caps on high debt-to-income home loans from February 2026. This upswing highlighted how CBA’s capital strength and dominant retail franchise can be quickly repriced by the market when financials come back into favour, even as...

Earlier today, Zhuzhou CRRC Times Electric held its first extraordinary general meeting of 2025, where shareholders approved a 2026–2028 mutual supply agreement with CRRC Group and confirmed a renewed 2026–2028 mutual supply framework with Qingdao Company for continuing connected transactions in rail transit electrical systems. These long-term connected transaction agreements formalize how Zhuzhou CRRC Times Electric will source and supply critical components within the CRRC ecosystem,...

Sabine Royalty Trust recently reported December 2025 preliminary production of about 28,904 barrels of oil and 796,698 Mcf of gas, alongside a monthly cash distribution of US$0.196670 per unit payable on December 29, 2025, to holders of record on December 15, 2025. This payout represents the fourth straight monthly reduction and the lowest distribution since 2021, underscoring how weaker production has compressed income for unitholders. Against this backdrop of lower production and a sharply...

Earlier this year, QuidelOrtho reported third-quarter results that exceeded analyst expectations on both revenue and earnings and raised its full-year guidance, despite posting the slowest revenue growth among major medical device and diagnostics peers. The combination of an earnings and revenue beat with a guidance increase, even amid relatively modest growth, highlights how execution and outlook can matter as much as headline growth rates for a diagnostics company formed from the Quidel...

SL Green Realty (SLG) just reported 2.3 million square feet of Manhattan office leases signed in 2025, plus a 1.2 million square foot pipeline, putting its same store occupancy target of 93% within sight. See our latest analysis for SL Green Realty. Even with this leasing momentum and a latest share price of $44.64, the 7 day share price return of 7.49% comes after a much steeper 90 day share price decline of 32.02%. At the same time, the 3 year total shareholder return of 66.77% shows that...

Kymera Therapeutics recently reported positive Phase 1b data for KT-621, its first-in-class oral STAT6 degrader in moderate to severe atopic dermatitis, and subsequently secured FDA Fast Track designation for KT-621, while also completing an upsized US$602.0 million follow-on equity offering. Together, the encouraging KT-621 efficacy and safety signals, regulatory acceleration via Fast Track, and strengthened cash position could meaningfully reshape expectations for Kymera’s Type 2...

Analyst reaction to Arch Capital Group (ACGL) after its mixed Q3 results is shaping the conversation, with softer written premium growth and cooling mortgage and reinsurance demand now front and center for investors. See our latest analysis for Arch Capital Group. At around $93.92 per share, Arch’s recent 7.48% 3 month share price return contrasts with a more modest 2.82% 1 year total shareholder return. This hints that near term optimism is building even as conference appearances and mixed...

In December 2025, Gibson Energy Inc. renewed a 20-year take-or-pay refined products services agreement and added a 10-year extension to a terminal storage take-or-pay contract covering 800,000 barrels at its Edmonton Terminal, while also approving a new infrastructure project in Texas to support U.S. growth. These long-dated, take-or-pay commitments with senior integrated oil sands customers highlight the Edmonton Terminal’s role as critical midstream infrastructure and reinforce Gibson’s...

The UK market has been experiencing some turbulence, with the FTSE 100 index recently closing lower due to weak trade data from China, highlighting global economic challenges. Amid such market conditions, investors often seek opportunities in lesser-known areas like penny stocks, which are typically associated with smaller or newer companies. Although the term "penny stocks" might seem outdated, these investments can still offer value and growth potential when backed by strong financials.

Key Insights Scinai Immunotherapeutics to hold its Annual General Meeting on 22nd of December Total pay for CEO Amir...

SCHOTT Pharma AG & Co. KGaA ( ETR:1SXP ) has announced that it will be increasing its periodic dividend on the 6th of...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Sodexo S.A...

Hess Midstream (HESM) just gave investors a two part update, providing a fresh 2026 earnings and volumes outlook along with a reshaped board that tightens Chevron’s grip on the partnership’s governance. See our latest analysis for Hess Midstream. Those 2026 targets and the tighter Chevron link come after a choppy stretch, with a 4.5% 1 month share price return but a weak 90 day slide. A 5 year total shareholder return above 140% shows the long term story is still intact, and momentum...

On Dec 15, 2025, Monogatari Corporation’s board met to consider establishing a new subsidiary in the Kingdom of Thailand, signaling potential regional expansion in Southeast Asia. This move could reshape how investors assess Monogatari’s future footprint, especially given Thailand’s role as a manufacturing and consumer hub in the region. With this Thailand subsidiary proposal now on the table, we’ll explore how it may influence Monogatari’s investment narrative and growth profile. Find...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Tyra Biosciences (TYRA) just reshuffled its leadership bench, bringing in regulatory veteran Heather Faulds as Chief Regulatory Officer and commercial operator Bhavesh Ashar as Chief Operating Officer to help steer its advancing clinical pipeline. See our latest analysis for Tyra Biosciences. Those hires land as Tyra’s share price has climbed to $22.63, with a 30 day share price return of 43.87 percent and a three year total shareholder return of 222.36 percent, which signals strong and...

Vontier (VNT) just drew fresh attention after its Gilbarco Veeder-Root unit rolled out the Konect 400 kW All in One EV Charger, combining ultra fast charging with integrated payments for fuel and convenience retailers. See our latest analysis for Vontier. The launch of Konect lands as Vontier’s share price sits around $37.10, with a modest year to date share price return and a standout three year total shareholder return above 100 percent. This suggests longer term momentum may remain intact...

In the past quarter, Okta reported third-quarter revenue of US$742 million and net income of US$43 million, with earnings rising versus a year earlier and full-year fiscal 2026 revenue now guided to about US$2.91 billion. Despite concurrent headlines about sophisticated phishing campaigns targeting Okta users, investors appear focused on the company’s improving profitability and cash-generation profile as it matures operationally. We’ll now examine how Okta’s stronger profitability and...

Recently, viagogo announced a partnership with Booking.com that lets fans booking tickets add nearby accommodation, flights, car rentals, and local attractions in a single flow, tapping into the growing “gig-tripping” trend of traveling specifically for events. Alongside this, Booking Holdings’ brands such as Booking.com and Agoda are leaning further into AI-powered trip planning and multi-vertical offerings, reinforcing their push toward a more integrated, experience-led travel...

Vera Therapeutics (VERA) just wrapped up a sizeable follow on stock offering, raising over $260 million ahead of a key FDA decision on its lead drug candidate, atacicept, and investors are paying attention. See our latest analysis for Vera Therapeutics. The follow on deal has reset expectations in a big way, with the 30 day share price return of roughly 76 percent and 3 month share price return just over 100 percent showing that momentum is clearly building rather than fading as markets...

First Industrial Realty Trust (FR) is back in the spotlight after activist investor Land and Buildings went public with criticism of the REIT’s valuation, urging asset sales and even a strategic alternatives review. See our latest analysis for First Industrial Realty Trust. The activist noise is landing on a stock that already had the wind at its back, with a roughly 18 percent year to date share price return and a 5 year total shareholder return north of 60 percent, suggesting momentum is...