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ENXTPA:TKO
ENXTPA:TKOCapital Markets

A Look At Tikehau Capital (ENXTPA:TKO) Valuation As New Infrastructure Partnerships Take Shape

Tikehau Capital (ENXTPA:TKO) has moved further into sustainable and digital infrastructure by pairing with TotalEnergies on an urban EV charging platform in Belgium and the Netherlands and backing MD7 with a $100 million equity partnership. See our latest analysis for Tikehau Capital. These infrastructure deals come as Tikehau Capital’s share price sits at €16.26, with a 90 day share price return of 6.97% but a 1 year total shareholder return decline of 22.13%, suggesting recent momentum has...
NYSE:DLR
NYSE:DLRSpecialized REITs

The Bull Case For Digital Realty Trust (DLR) Could Change Following Mixed 2025 Earnings And 2026 Guidance – Learn Why

In early February 2026, Digital Realty Trust reported past fourth-quarter 2025 sales of US$1,074.7 million and revenue of US$1,634.67 million, alongside full-year revenue of US$6.11 billion and net income of US$1.31 billion. An interesting contrast in the report is that quarterly net income fell to US$98.65 million while full-year net income more than doubled to US$1.31 billion, highlighting the impact of non-uniform earnings over the year. With the company also issuing 2026 guidance for...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

Did CSX’s (CSX) New Wabtec Locomotive Deal Just Shift Its Investment Narrative?

Wabtec Corporation recently announced a US$670 million deal to supply CSX with 100 new Evolution Series locomotives, modernize 50 aging units, and deploy digital efficiency tools across the railroad’s fleet. This large-scale investment signals CSX’s focus on fuel efficiency, fleet standardization, and advanced train-control technology, potentially reshaping its long-term operating profile. We’ll now examine how CSX’s push into fuel-efficient, digitally enabled locomotives influences the...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander’s (ALX) FFO Drop In Q4 2025 Challenges Income Focused Bullish Narratives

Alexander's (ALX) closed out FY 2025 with Q4 total revenue of US$53.3 million and basic EPS of US$0.74, alongside funds from operations of US$12.5 million. This puts the latest quarter in clear focus for income driven REIT investors. The company has seen quarterly revenue move from US$55.9 million and EPS of US$2.39 in Q4 2024 to US$53.3 million and EPS of US$0.74 in Q4 2025. Trailing twelve month net profit margin sat at 17% compared with 20.3% a year earlier as earnings slipped over a five...
NYSE:GD
NYSE:GDAerospace & Defense

Is It Time To Reassess General Dynamics (GD) After Its Strong Multi Year Share Price Run

If you are looking at General Dynamics and wondering whether the current share price lines up with its underlying worth, you are not alone. The stock recently closed at US$358.83, with returns of 1.0% over the last week, 1.4% over the past month, 4.5% year to date, 42.3% over the last year, 64.6% over three years and 144.9% over five years. Recent attention on defense and aerospace names has kept General Dynamics in focus, with investors weighing how ongoing contracts and government spending...
TSE:6480
TSE:6480Machinery

Nippon Thompson (TSE:6480) One Off Gain Clouds Strong Q3 Margin Narrative

Nippon Thompson (TSE:6480) has put up a solid Q3 2026 scorecard, with revenue of ¥15.4b and basic EPS of ¥18.14, supported by net income of ¥1,265m for the quarter. The company has seen quarterly revenue move from ¥13.6b in Q2 2025 to ¥14.1b in Q4 2025 and then to ¥15.4b in Q3 2026, while basic EPS has shifted from ¥3.52 to ¥14.03 to ¥18.14 over the same comparative periods. With trailing twelve month EPS at ¥56.80 and margins sitting materially higher than a year ago, this set of results...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Assessing Power Integrations (POWI) Valuation After Restructuring And Cost Alignment For AI Growth

Restructuring and cost alignment Power Integrations (POWI) is cutting its global workforce by about 7% after a period of margin pressure. The company aims to bring expenses closer to revenue while redirecting investment toward AI data center, industrial, and automotive opportunities. See our latest analysis for Power Integrations. The restructuring headlines come on the heels of Q4 results, fresh revenue guidance of US$104 million to US$109 million for the first quarter of 2026, a higher...
TSE:7267
TSE:7267Auto

Honda’s 6666 Ranch Deal And EV Review Reshape Growth Outlook

Honda Motor (TSE:7267) has entered a new partnership with 6666 Ranch to supply powersports products, expanding its presence in recreational and utility vehicles. The company is also reviewing its EV and hybrid operations, alongside one time EV related expenses, as it reassesses how these businesses fit into its broader growth plans. Honda Motor, trading at ¥1,669.5, is drawing fresh attention as it pairs a new powersports partnership with a review of its EV and hybrid activities. The stock...
NYSE:STZ
NYSE:STZBeverage

Is Constellation Brands (STZ) Pricing Offer An Opportunity After Mixed Multi Year Returns

If you are wondering whether Constellation Brands is fairly priced or offering value right now, you are not alone. The share price closed at US$165.63, with returns of 3.1% over 7 days, 12.7% over 30 days, 17.3% year to date, but only 3.2% over 1 year and a 22.2% decline over both 3 and 5 years. These mixed returns put the spotlight on what might be driving sentiment shifts around Constellation Brands. Recent coverage has focused on how investors are weighing the company against other large...