SGX:D05
SGX:D05Banks

DBS’s S$8 Billion Capital Return Plan Could Be A Game Changer For DBS Group Holdings (SGX:D05)

In recent months, DBS Group Holdings reported record or near-record profits with double-digit return on equity, underpinned by resilient asset quality and an S$8.00 billion capital-return plan through 2027 that combines dividends and share buybacks. At the same time, the bank is pushing ahead with regional expansion and digital initiatives under incoming CEO Tan Su Shan, even as regulators scrutinise past system outages and a ransomware incident. We’ll now examine how DBS’s S$8.00 billion...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Is Wingstop Now Fairly Priced After Its Recent Share Price Pullback?

Wondering if Wingstop is finally priced for perfection or quietly setting up a value opportunity? Let us unpack what the current share price is really implying about its future growth. After a strong multi year run, the stock has pulled back, with shares down about 10.5% over the last week, 1.6% over the past month, and 19.5% year to date. However, the 3 and 5 year returns are still up 52.9% and 70.6% respectively. That reset has come as investors digest a mix of headlines around restaurant...
NYSE:NLY
NYSE:NLYMortgage REITs

Is It Too Late To Consider Annaly Capital Management After Its Strong Multi Year Run?

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...
XTRA:DTE
XTRA:DTETelecom

What Deutsche Telekom (XTRA:DTE)'s Early OpenAI Tie-Up Means For Its AI Investment Story

In December 2025, Deutsche Telekom and OpenAI announced a multi-year collaboration giving the telecom group early access to an alpha-phase model and deploying ChatGPT Enterprise across its organisation to power new AI products, customer care and network operations for its more than 261 million mobile customers worldwide. This positions Deutsche Telekom as an early large-scale telecom adopter of frontier AI, potentially reshaping how communication, customer support and network management are...
NYSE:COUR
NYSE:COURConsumer Services

How Softer Spend Per User and Slower Sales Growth At Coursera (COUR) Has Changed Its Investment Story

Recently, Coursera reported that average customer spending fell by 7.3% as it prioritized expanding its user base in a highly competitive market, with sales growth over the next 12 months estimated at 6%, below its three-year trend. This combination of lower spend per customer and an expected moderation in overall sales growth raises questions about how effectively Coursera can balance scale with profitability over time. We’ll now examine how the 7.3% drop in average customer spending may...
NYSE:KN
NYSE:KNElectronic

Knowles (KN): Reassessing Valuation After Harvey Partners’ New Stake and Breakout Growth Signals

Knowles (KN) just landed on more institutional radar, with Harvey Partners taking a fresh stake after a quarter of 7% revenue growth and upbeat guidance that lines up with the stock’s emerging breakout setup. See our latest analysis for Knowles. Those bullish signals are already showing up in the tape, with Knowles’ share price at $24.04 and a roughly 20% year to date share price return feeding into a solid 1 year total shareholder return above 20%, suggesting momentum is building rather than...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

ServiceTitan (TTAN) Is Up 10.9% After Roofing Platform Wins And Narrowing Losses Has The Bull Case Changed?

In early December 2025, ServiceTitan reported third-quarter revenue of US$249.16 million with reduced net loss, issued fourth-quarter and full-year revenue guidance, and announced that TIMEPROOFUSA and Master Roofing Solutions selected its platform as their unified operating system for national expansion. The combination of faster-growing software revenues, ongoing loss reduction, and deeper integrations with major roofing partners such as GAF, EagleView, and ABC Supply underscores...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Penguin Solutions (PENG): Valuation Check After New 64GB DDR5-6400 ECC Module Launch

Penguin Solutions (PENG) just expanded its SMART DDR5 lineup with new 64GB DDR5 6400 ECC CSODIMM modules, a targeted move at high performance industrial, edge, telecom, and networking workloads. See our latest analysis for Penguin Solutions. The new DDR5 launch comes as Penguin Solutions shares trade at $21.83, with a solid year to date share price return suggesting early momentum, even though the 1 year total shareholder return and the 3 year total shareholder return point to a steadier,...
SWX:ZEHN
SWX:ZEHNBuilding

European Stocks That May Be Undervalued In December 2025

As the European markets navigate a landscape marked by hopes of interest rate cuts and mixed economic signals, investors are closely watching for opportunities amid fluctuating indices. With the STOXX Europe 600 Index showing modest gains and inflationary pressures persisting, identifying potentially undervalued stocks could offer strategic entry points for those seeking value in a complex market environment.
OM:SAAB B
OM:SAAB BAerospace & Defense

Assessing Saab (OM:SAAB B) Valuation After Breakthrough Autonomous Aircraft Fuselage Milestone with Divergent Technologies

Saab (OM:SAAB B) just hit an interesting milestone with Divergent Technologies, delivering initial autonomous aircraft fuselages built using fully digital, additive manufacturing. For investors, this is less about near term revenue and more about long term capability. See our latest analysis for Saab. That milestone with Divergent lands after a busy spell for Saab, with fresh Spanish Army training contracts and another Lithuanian MSHORAD order. It comes on top of a powerful year to date share...
BME:BKT
BME:BKTBanks

How Exane’s Shift From Outperform To Neutral At Bankinter (BME:BKT) Has Changed Its Investment Story

Earlier this week, Exane BNP Paribas cut its rating on Bankinter from “outperform” to “neutral,” saying European banks no longer offer a uniform upside and that it now prefers other names in the sector. The downgrade marks a shift from more than four years of consistent optimism toward European banks and signals that investors may need to be more selective when comparing Bankinter with peers such as HSBC and UniCredit. We’ll now examine how Exane’s move to a neutral stance affects...
NasdaqGS:CALM
NasdaqGS:CALMFood

Does CALM’s New Prepared Foods CFO Hint At A Shift In Capital Priorities?

Earlier this month, Cal-Maine Foods announced that Johnathan Zoeller, a seasoned financial and corporate accounting executive with over 25 years of experience and most recently Westlake Corporation’s Vice President, Treasurer and Head of Investor Relations, has joined the company as Chief Financial Officer, Prepared Foods. This appointment comes as Cal-Maine Foods is viewed as a leading cash-producing player in packaged foods, with strong free cash flow supporting both investment and...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy (EVRG): Assessing Valuation After a Recent Share Price Pullback and Strong Multi‑Year Returns

Evergy (EVRG) has quietly pulled back about 5% over the past month even though the stock is still up roughly 23% over the past year, which sets up an interesting valuation check. See our latest analysis for Evergy. With the share price now around $73.37, that recent 30 day share price pullback sits against a much stronger year to date gain and a solid multi year total shareholder return profile. This suggests momentum has cooled a bit, but the longer term story is still intact. If Evergy’s...