SGX:BQF
SGX:BQFTrade Distributors

XMH Holdings (SGX:BQF) Earnings Growth Strengthens Bullish Narratives Despite Softer Margins

XMH Holdings (SGX:BQF) has put up another busy half, with H1 2026 revenue of about SGD 94 million and net income of SGD 15.4 million translating into basic EPS of SGD 0.1409, setting the tone for how investors will read the latest move in margins. The company has seen revenue move from SGD 66.9 million in H1 2025 to SGD 100.2 million in H2 2025 and then to SGD 93.9 million in H1 2026, while EPS has tracked from SGD 0.1149 to SGD 0.1180 and now SGD 0.1409. Trailing twelve month EPS has reached...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Did New €1 Billion EIB Credit Line Just Shift STMicroelectronics' (ENXTPA:STMPA) Investment Narrative?

Earlier this month, STMicroelectronics and the European Investment Bank agreed a €500 million financing tranche as part of a €1 billion credit line to support high-volume semiconductor manufacturing and R&D across key sites in Italy and France. This ninth financing agreement between the two parties, bringing total EIB support to about €4.20 billion, underlines how STMicroelectronics sits at the center of Europe’s push for semiconductor competitiveness and strategic autonomy, particularly...
NYSE:EVTL
NYSE:EVTLAerospace & Defense

Why Vertical Aerospace (EVTL) Is Down 14.9% After Revealing Its Valo eVTOL And New Air-Taxi MoUs

On 10 December 2025, Vertical Aerospace revealed its next-generation Valo eVTOL aircraft and announced MoUs and partnerships with Héli Air Monaco, Skyports Infrastructure and Bristow Group to develop zero-operating-emission air-taxi routes in Europe and the UK. Together, these agreements move Vertical closer to commercial operations by pairing its new aircraft with operators, infrastructure providers and planned high-value routes such as Monaco–Nice and Canary Wharf–Heathrow. With the shares...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point (CHKP) Valuation Check After Quantum Firewall R82.10 Product Upgrade and AI Security Push

Check Point Software Technologies (CHKP) just rolled out its Quantum Firewall Software R82.10, a substantial upgrade aimed at helping enterprises manage AI related risks while tightening security across sprawling hybrid networks. See our latest analysis for Check Point Software Technologies. Despite the buzz around R82.10 and a fresh $1.5 billion zero coupon convertible note issue, Check Point’s 1 month share price return of minus 5.04 percent contrasts with a steadier year to date share...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Does NVIDIA’s Soaring AI Growth Justify Its Current 2025 Valuation?

If you are wondering whether NVIDIA is still worth buying after its massive run, you are not alone. In this article, we are going to unpack what the current price really implies about future growth. Even after slipping about 4.1% over the past week and 9.7% over the last month, the stock is still up 26.5% year to date and roughly 30.4% over the last year, on top of a staggering 957.2% 3 year and 1222.4% 5 year return that keeps expectations sky high. Recent moves have been shaped by ongoing...
TSE:4183
TSE:4183Chemicals

How Investors May Respond To Mitsui Chemicals (TSE:4183) AR Optical Polymer Wafer Breakthrough

Mitsui Chemicals recently announced it has developed the world's first 12-inch Diffrar optical polymer wafers for AR waveguides, offering high flatness, impact resistance, and lighter weight than glass to improve augmented-reality glasses’ comfort and safety. This breakthrough in large-format polymer wafers could make Mitsui Chemicals a more important materials supplier for next-generation AR device manufacturers seeking wider fields of view. We’ll now examine how this AR-focused optical...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer (PAYO) valuation check as it adopts Oscilar’s AI platform to modernize fraud and risk intelligence

Payoneer Global (PAYO) just tapped Oscilar to overhaul fraud and risk intelligence across its core payment rails, leaning into AI driven analytics to tighten controls and potentially sharpen margins over time. See our latest analysis for Payoneer Global. The Oscilar partnership lands as Payoneer’s share price sits at $5.96 and a recent 7 day share price return of 4.93 percent contrasts with a much weaker year to date share price return of minus 41.28 percent. This suggests long term holders...
OB:WAWI
OB:WAWIShipping

Wallenius Wilhelmsen (OB:WAWI): Valuation Check After Securing Long-Term, Sustainability-Linked Shipping Contracts

Wallenius Wilhelmsen (OB:WAWI) just locked in extensions on two major shipping contracts worth an estimated USD 500 million, stretching key customer relationships to 2028 and 2030 and sharpening its long term revenue visibility. See our latest analysis for Wallenius Wilhelmsen. The market seems to be catching on to that stability, with a 1 month share price return of 21.54 percent and a 1 year total shareholder return of 31.09 percent, building on an impressive 666.01 percent total...
ASX:CYL
ASX:CYLMetals and Mining

How Does Catalyst Metals’ CFO Exit Shape Confidence in Its Financial Stewardship Story (ASX:CYL)?

Catalyst Metals Limited recently announced that its Chief Financial Officer, Elena O’Connor, has departed, with her responsibilities temporarily allocated across the senior leadership team while a search for a permanent replacement is underway. This transition places extra focus on how Catalyst Metals’ leadership manages financial oversight and continuity during a period of executive change. Next, we’ll examine how the CFO departure and the interim sharing of financial responsibilities might...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum (CENX): Reassessing Valuation After Strong Multi-Year Share Price Gains

Century Aluminum (CENX) has quietly turned into one of the stronger performers in the materials space, with the stock up roughly 21% over the past 3 months and 76% year to date. See our latest analysis for Century Aluminum. At a share price of $31.56, Century Aluminum’s 90 day share price return of about 21% and 76% year to date sit alongside a 3 year total shareholder return of roughly 332%. Together, these figures suggest meaningful momentum as investors reassess its growth and risk...
TSE:4813
TSE:4813Software

Access (TSE:4813) Losses Deepen, Challenging Bullish Discount-Valuation Narrative

Access (TSE:4813) has just posted its Q3 2026 scorecard, with the latest trailing twelve month numbers showing revenue of about ¥19.1 billion and a basic EPS of roughly -¥174.4, underlining that the business is still running at a loss despite meaningful scale. Looking back over recent quarters, the company has seen revenue move from ¥2,423.9 million in Q3 2025 to ¥3,836.9 million in Q2 2026 while quarterly basic EPS shifted from -¥30.5 to -¥38.5, putting the spotlight firmly on how quickly...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Does Nasdaq’s Fintech Pivot Justify Its Strong 2025 Rally and Premium Valuation?

Wondering if Nasdaq at around $93.57 is still a smart buy, or if most of the upside has already been priced in? This breakdown will help you decide whether the current tag makes sense or not. The stock has climbed about 3.7% over the last week, 5.4% over the past month, and is now up roughly 20.8% year to date, building on multi year gains of 18.2% over 1 year, 61.1% over 3 years, and 133.6% over 5 years. Recent news coverage has focused on Nasdaq’s evolution beyond a traditional exchange...
NYSE:YOU
NYSE:YOUSoftware

Assessing Clear Secure (YOU) After CMS Contract and Growing Healthcare Identity Momentum

Clear Secure (YOU) just landed a high profile contract with the Centers for Medicare & Medicaid Services, plugging its CLEAR1 identity platform into Medicare.gov and pushing the stock to fresh multi year highs. See our latest analysis for Clear Secure. That CMS win caps a stretch of upbeat news, from new digital health partnerships to fresh airport lane openings. Investors have taken notice, with a roughly 52% year to date share price return and a 60% one year total shareholder return...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Too Late to Consider Carvana After Its 8,959.2% Three Year Share Price Surge?

If you are wondering whether Carvana is still a bargain or if you have already missed the big move, this article will walk through whether the current price really makes sense. Carvana's share price has moved sharply higher again, up 14.0% over the last week, 38.8% over the last month, 128.3% year to date, and an eye‑catching 8,959.2% over three years, even after a more modest 83.6% gain over the past year and 71.2% over five years. Behind these wild swings, the market has been reacting to...
NYSE:IT
NYSE:ITIT

Is Gartner’s 2025 Slump a Long Term Opportunity for Patient Investors?

If you have been wondering whether Gartner is a bargain hiding in plain sight or a stock past its prime, this breakdown will give you a clear, no nonsense view of what you are really paying for. The share price has drifted slightly higher in the short term, up 1.8% over the last week and 1.6% over the past month, but that is against a much steeper backdrop, with the stock down 51.6% year to date and 54.0% over the last year. Those moves come as investors reassess Gartner’s role in a tougher...