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Vonovia (XTRA:VNA) has caught investors’ attention after its Supervisory Board lined up a new Chief Development Officer, renewable energy veteran Katja Wünschel, and extended HR chief Ruth Werhahn’s contract well into the next decade. See our latest analysis for Vonovia. These leadership moves land at a tricky point in the cycle, with Vonovia’s share price at €24.13 after a weak year to date and a negative one year share price return, even though the three year total shareholder return is...

KIOXIA America announced that Kioxia, Tsubakimoto Chain and EAGLYS have formed a collaboration to develop AI-driven image recognition technology that automates identification of products in logistics workflows, with the jointly built system already showcased at the December 2025 International Robot Exhibition in Tokyo. The project is interesting because it links Tsubakimoto Chain’s conveyor and logistics expertise with Kioxia’s Memory-Centric AI and EAGLYS’s image analytics to address...

BONESUPPORT has already shifted its U.S. regulatory route for CERAMENT V for bone infection from a 510(k) submission to the FDA’s De Novo pathway, extending the formal review period from 90 to 150 days while transferring substantial existing clinical and pharmacological documentation. This move suggests CERAMENT V could, if cleared, create a new product category in the U.S., echoing how CERAMENT G previously established a distinct regulatory class and potentially underscoring the uniqueness...

If you are wondering whether Core & Main is still worth buying after its big run, you are not alone. This article will unpack what the current share price really implies about its value. The stock has climbed 10.4% over the last week and 8.5% over the past month, adding to a hefty 177.8% gain over three years, so expectations and risk perceptions have clearly shifted. Investors have been reacting to Core & Main's continued expansion in water infrastructure and fire protection distribution,...

In early December 2025, Remitly Global used its Investor Day to outline preliminary 2026 guidance and medium-term 2028 targets, including revenue of US$2.60 billion to US$3.00 billion and adjusted EBITDA of US$575 million to US$600 million while aiming to meet a Rule of 40 framework. Management also introduced new offerings such as Remitly One and Remitly Business and highlighted plans to expand value-added financial services, signaling a push beyond core remittances toward a broader global...

Bapcor Limited has downgraded its FY26 profit guidance and warned of a statutory net loss of A$5,000,000 to A$8,000,000 for the first half, driven by underperformance in its core Trade division, weaker tools and equipment revenue, and one-off restructuring costs. Analysts and investors are increasingly concerned that repeated downgrades, leadership changes such as the recent resignation of Lead Independent Director Mark Powell, and pressure on lending covenants point to a more difficult and...

Virgin Galactic Holdings has recently launched a capital realignment plan, repurchasing and retiring about US$355 million of convertible notes, issuing roughly US$46 million of new common stock and pre-funded warrants, and placing about US$203 million of new first lien notes due 2028 to trim debt and reshape its balance sheet. This complex mix of debt reduction, new secured borrowing, and fresh equity raises highlights how Virgin Galactic is trading near-term dilution and higher secured...

If you are wondering whether CNH Industrial is quietly turning into a value opportunity, or if the lower share price is a warning sign, this article will walk you through what the numbers are really saying. The stock has bounced 3.4% over the last week and 2.0% over the past month, but it is still down 11.5% year to date and 16.8% over the last year, which is exactly the kind of setup value investors like to investigate. Recently, the market has been reacting to shifting expectations around...

Meituan has reported its third quarter 2025 results, with revenue rising slightly year-on-year to CNY 95,488.11 million but shifting from a CNY 12,864.70 million net profit to a CNY 18,632.45 million net loss. This move from profit to loss despite higher sales points to pressure on costs or margins, raising questions about the quality of Meituan’s current growth. Next, we’ll examine how Meituan’s swing to a sizeable quarterly net loss could reshape its previously margin-focused investment...

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...

Circle Internet Group (CRCL) has quietly slipped about 15% over the past month and roughly 34% in the past 3 months, even as revenue and net income growth remain firmly positive. See our latest analysis for Circle Internet Group. Zooming out, that 30 day and 90 day slide in the share price return sits against a still positive year to date share price return of 6.2%, suggesting momentum has cooled but growth expectations have not disappeared at $88.41. If Circle’s recent pullback has you...

Best Buy has added Dylan Jadeja, chief executive officer of Riot Games and former Goldman Sachs consumer retail leader, to its Board of Directors, and on December 5, 2025, the company also appointed him to its Compensation and Human Resources Committee and its Finance and Investment Policy Committee effective March 2, 2026. By bringing in a leader with deep experience across gaming, digital content, and finance, Best Buy is signaling a stronger push to align its leadership expertise with...

Hansoh Pharmaceutical Group (SEHK:3692) just secured fresh National Reimbursement Drug List approvals for new Ameile indications, plus renewals for Saint Luolai and Hengmu, a policy shift that could reshape its revenue mix from 2026. See our latest analysis for Hansoh Pharmaceutical Group. That backdrop helps explain why sentiment has swung so hard in Hansoh’s favour, with a 30 day share price return of 18.79 percent and a one year total shareholder return of 137.26 percent signalling strong,...

Figeac Aero Société Anonyme (ENXTPA:FGA) has kicked off H1 2026 earnings season with a fresh look at its turnaround story, coming off H2 2025 revenue of about €232 million and net income of roughly €8 million, translating into EPS of €0.19. The company has seen revenue move from about €221 million in H2 2024 to €200 million in H1 2025 and then €232 million in H2 2025, while EPS has tracked from a loss of €0.17 in H2 2024 to a loss of €0.11 in H1 2025 before swinging to a €0.19 profit in H2...

In recent months, Innovative Industrial Properties has contended with rising tenant defaults that are pressuring funds-from-operations and pushing its dividend payout ratio higher, even as rental revenues show some sequential improvement. This tension between elevated tenant risk and management’s choice to maintain the dividend has sharpened investor focus on whether cash flows can reliably cover future distributions and support re-leasing efforts across the portfolio. We will now examine...

If you have ever wondered whether Carnival Corporation & is still a bargain after its big recovery story, you are in the right place. We are going to walk through what the current price really implies about its value. The stock has slipped 2.3% over the last month and is roughly flat over the past year at a 1.2% loss, but zooming out to three years it is still up 194.3%. This indicates that sentiment has already shifted significantly from the lows. That reversal has been underpinned by...

Super Micro Computer (SMCI) just rolled out its new liquid cooled NVIDIA HGX B300 systems and validated FlexTwin with Cornelis networking, a combo aimed squarely at the next wave of AI and HPC demand. See our latest analysis for Super Micro Computer. Despite the new HGX B300 launches and the Cornelis FlexTwin validation, Super Micro Computer’s share price has been under pressure, with a roughly 10% 1 month share price return and 22% 3 month share price return pulling back some of its earlier...

If you have been wondering whether Mosaic is quietly turning into a value play, you are not alone. This article is going to unpack exactly what the market might be missing. The stock is down about 1.5% over the last week, 7.6% over the last month and 8.1% over the past year. It is still up 14.2% over five years, a mixed picture that can hide some interesting value dynamics. Recently, investors have been digesting headlines around fertilizer demand, shifting crop prices and the broader...

In recent days, a Spanish labor union alleged serious manufacturing irregularities at key supplier Sofitec Aero SL on the Airbus A320 program, prompting Airbus to launch inspections across more than 600 aircraft that may disrupt production and deliveries. The episode underlines how quality-control lapses at a single supplier can ripple through Airbus’s tightly stretched supply chain, amplifying existing execution risks. Next, we’ll examine how these A320-related quality concerns may...

SM Energy (SM) has quietly outperformed the broader energy space over the past month, with the stock up about 11% even after a rough past 3 years for shareholders. See our latest analysis for SM Energy. The recent 10.85% 1 month share price return looks more like a bounce than a full reversal, given the steep year to date share price decline and weak 1 year total shareholder return. If SM Energy has you rethinking your exposure to cyclicals, it could be a good moment to explore aerospace and...

Nissan Motor (TSE:7201) is back in the spotlight as investors weigh its push into U.S. hybrids, plant consolidation in Thailand, and fresh AI partnerships that aim to streamline how its next generation of vehicles is developed. See our latest analysis for Nissan Motor. Those moves seem to be resonating with investors, with a 30 day share price return of 7.8 percent and a 1 year total shareholder return of 9.5 percent, suggesting early momentum after a tougher year to date. If Nissan’s reset...

In recent days, activist investor Jana Partners urged Alkami Technology to explore a potential sale or other strategic alternatives, while Alkami’s MANTL solution team announced that Financial Plus Credit Union won the Future Branches Innovator Award for “Most Effective Technology Implementation” after revamping its account opening process with MANTL’s omnichannel platform. Together, the activist pressure and MANTL’s award-winning implementation highlight both external interest in unlocking...

Recent Trading Context for Serve Robotics Serve Robotics (SERV) has been on a bumpy ride lately, with the stock sliding over the past week even as it still sits higher than a month ago. This leaves investors weighing short term volatility against a longer term story. See our latest analysis for Serve Robotics. At around $12.22 per share, Serve Robotics has seen its 30 day share price return swing higher while the year to date share price return remains in negative territory. Recent momentum...

Public Storage recently reported an operating update showing that average annual contract rent per square foot for new tenants declined through November 2025, even as it moved to acquire or contract to acquire 88 self-storage facilities for US$949.4 million, adding 6.1 million net rentable square feet this year. The company’s latest investor presentation underlines how this expansion of 2,565 stabilized Same Store Facilities and newly acquired properties could influence future revenue...