NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

Pharvaris (NasdaqGS:PHVS): Reassessing Valuation After RAPIDe-3 Phase 3 Success and Deucrictibant Commercial Progress

Pharvaris (NasdaqGS:PHVS) just flagged a major milestone, with its RAPIDe-3 Phase 3 data set to anchor global marketing applications for deucrictibant, potentially reshaping how hereditary angioedema (HAE) is treated worldwide. See our latest analysis for Pharvaris. Investors seem to be weighing this clinical momentum carefully, with the latest share price at $24.16 and a roughly 30% year to date share price return, while the three year total shareholder return above 220% points to powerful...
NYSE:WMS
NYSE:WMSBuilding

Reaffirmed Guidance and Surging Water-Quality Growth Might Change The Case For Investing In Advanced Drainage Systems (WMS)

In recent months, Brown Brothers Harriman highlighted Advanced Drainage Systems as a key positive contributor to its mid-cap fund after the company delivered better-than-expected sales and earnings, while Barclays reaffirmed a positive analyst stance and the firm reiterated its fiscal 2026 guidance. The business is seeing double-digit organic growth in areas such as water quality and stormwater capture solutions, even as short interest inches higher and insider selling picks up, pointing to...
SEHK:1928
SEHK:1928Hospitality

How Investors May Respond To Sands China (SEHK:1928) Citi’s Macau Outlook And ESG Partnership Push

Recently, Citi Research projected solid growth in Macau’s 2026 gross gaming revenue and industry EBITDA, highlighting Sands China as the sector’s top pick with an expected market share gain. Separately, Sands China continued its 12-year partnership with Clean the World by mobilizing 330 volunteers at The Venetian Macao to assemble 30,000 hygiene kits, underscoring how its social impact work sits alongside its core gaming operations. Against this backdrop, we’ll explore how Citi’s upbeat...
NasdaqGS:EYE
NasdaqGS:EYESpecialty Retail

National Vision (EYE): Reassessing Valuation After Upgraded Guidance and New 2030 Profitability Roadmap

National Vision Holdings (EYE) just hit a fresh 52 week high after lifting its full year revenue outlook and unveiling a 2030 growth plan focused on profit expansion and multi year cost savings. See our latest analysis for National Vision Holdings. The rally around the upgraded outlook comes after a powerful run, with a year to date share price return of about 168 percent, even as the 5 year total shareholder return remains negative. This suggests momentum is rebuilding as investors reassess...
SEHK:2688
SEHK:2688Gas Utilities

The Bull Case For ENN Energy Holdings (SEHK:2688) Could Change Following Hang Seng China Index Exit

Earlier this month, ENN Energy Holdings Limited was removed from the Hang Seng China Enterprises Index, ending its inclusion in one of Hong Kong’s key benchmarks for mainland Chinese companies. This index removal can alter the company’s investor base, as passive funds tracking the benchmark may rebalance their holdings, affecting liquidity and trading patterns. Against this backdrop of index exclusion and potential shifts in passive fund flows, we’ll examine how this development reshapes ENN...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Is Astrana Health’s (ASTH) Bigger Bet on Full-Risk Deals Quietly Rewriting Its Earnings Story?

Earlier this week, Needham initiated coverage of Astrana Health with a Buy rating, highlighting its focus on value-based care growth and an increased shift toward full-risk deals, while recent SEC filings showed Director Thomas Lam exercising options for 29,502 shares worth about US$99,716. The combination of upbeat analyst commentary on Astrana’s performance in value-based models and insider option exercise has drawn attention to how its risk-bearing approach might influence its long-term...
SGX:C09
SGX:C09Real Estate

City Developments (SGX:C09): Valuation Check After £280m Holiday Inn London Kensington Acquisition

City Developments (SGX:C09) just closed a £280 million deal for the 706 room Holiday Inn London Kensington High Street, a sizeable bet that tight UK hospitality supply and easing rates can help keep this asset cash generative. See our latest analysis for City Developments. Investors seem to be backing that strategy, with City Developments’ 90 day share price return of 7.62 percent and strong year to date share price return of 43.36 percent suggesting positive momentum despite a modest 5 year...