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Yokogawa Electric (TSE:6841) has drawn fresh investor attention after agreeing to supply control systems for Rolls-Royce SMR’s small modular reactor program, along with updated earnings guidance and a higher dividend outlook. See our latest analysis for Yokogawa Electric. The recent SMR agreement and upgraded guidance come after a mixed few months for the share price. A 7.76% 90 day share price return contrasts with a softer year to date move, while the 1 year total shareholder return of...

Mapletree Industrial Trust (SGX:ME8U) has reported new figures for the third quarter, with sales and net income coming in below last year, and a lower distribution per unit declared for unitholders. See our latest analysis for Mapletree Industrial Trust. At a share price of S$2.05, Mapletree Industrial Trust has seen a 1-day share price return of 0.99% and a 7-day share price return decline of 2.38%. Its 1-year total shareholder return of 2.55% and 3-year total shareholder return of 7.42%...

Ultragenyx Pharmaceutical recently resubmitted its Biologics License Application to the FDA for UX111, an investigational AAV9 gene therapy for Sanfilippo syndrome type A, supported by new long-term clinical data showing durable biomarker improvements, meaningful functional benefits versus natural history, and a favorable safety profile. An interesting aspect for investors is that UX111, if approved after the current FDA review expected to conclude in the third quarter of 2026, would become...

Aris Mining announced that it received approval to uplist its common shares from the NYSE American to the New York Stock Exchange in February 2026, with trading now occurring under the “ARIS” symbol and its former “ARMN” listing discontinued. Alongside the uplisting, the company reshaped its leadership, including the retirement of its chair and departure of its COO, signalling a potential shift in corporate direction. We will explore how Aris Mining’s move to the New York Stock Exchange...

Activist spotlight puts Columbia Banking System (COLB) in focus HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest. See our latest analysis for Columbia Banking System. Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a...

Why Cheniere Energy (LNG) is on investors’ radar today Cheniere Energy (LNG) has been drawing fresh attention after recent price moves, with the stock last closing at $215.65 and showing mixed return patterns over the past year and the past 3 months. See our latest analysis for Cheniere Energy. The recent 1-month share price return of 11.06% and year-to-date share price return of 9.02% suggest momentum has picked up again, even as the 1-year total shareholder return of a 0.68% decline...

Banco Bilbao Vizcaya Argentaria (BME:BBVA) has reported record annual profit for 2025. The bank has announced its largest-ever cash dividend to shareholders. BBVA also plans a major share buyback program alongside the dividend. Management highlights strong recurring income and market share gains across key markets. For investors tracking European banks, BBVA has recently experienced a powerful run, with the share price at €20.63 and a 5‑year return of around 7x. The record 2025 profit and...

Fisher-Price has launched a Little People My Mario toddler toy line in collaboration with Nintendo. The partnership brings Super Mario characters into preschool-focused toys, targeting younger children than Nintendo’s traditional audience. The new range broadens merchandising for the Mario franchise and extends the brand into early childhood play. Nintendo (TSE:7974) is adding another piece to its merchandising puzzle with this Fisher-Price tie up, as the company works to keep the Mario...

Donaldson Company (DCI) is back in focus after the board said chief operating officer Richard Lewis will take over as president and chief executive officer, while long-time leader Tod Carpenter becomes executive chairman. See our latest analysis for Donaldson Company. The leadership change headlines come as the share price sits at $109.20, with a 30 day share price return of 15.02% and year to date gain of 21.43%, while the 1 year total shareholder return of 56.84% points to strong momentum...

If you are wondering whether Block's current share price reflects its true worth, this article will walk through what the numbers are really saying about the stock. Block's share price recently closed at US$56.78, with returns of a 6.0% decline over 7 days, an 18.4% decline over 30 days, a 12.8% decline year to date, a 33.1% decline over 1 year, a 26.1% decline over 3 years, and a 79.2% decline over 5 years. Recent news coverage around Block has focused on how its ecosystem positions it...

Avnet (AVT) is back in focus after reporting second quarter results that combined higher year over year sales with lower net income and earnings per share, and issuing fresh GAAP EPS guidance for the coming quarter. See our latest analysis for Avnet. The latest earnings update, together with recently completed buybacks, comes as Avnet’s share price sits at US$66.35, with a 30 day share price return of 33.10% and a 90 day share price return of 40.63%. The 1 year total shareholder return of...

Argo Investments H1 2026 Results: Earnings Power With Thick Margins Argo Investments (ASX:ARG) has put fresh numbers on the board for H1 2026, with trailing 12 month revenue of A$300.6 million and basic EPS of A$0.35 setting the tone for the latest update. The company has seen revenue move from A$283.6 million to A$300.6 million over the last reported trailing periods, while basic EPS has stepped from A$0.33 to A$0.35. This provides a clear line of sight on how the earnings engine has been...

How Allianz is currently positioned With no single fresh headline driving Allianz (XTRA:ALV) today, the stock’s current position reflects its recent performance, income profile, and the scale of its global insurance and asset management operations. See our latest analysis for Allianz. At a share price of €387.4, Allianz has posted a 7.91% 90 day share price return, while its 1 year total shareholder return of 26.28% and 5 year total shareholder return of 148.24% point to momentum that has...

Why Natural Resource Partners Is On Investors’ Radar Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year. For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...

If you are wondering whether American Electric Power Company is fairly priced or offering value at today's levels, this article will walk through what the numbers are actually saying about the stock. The shares recently closed at US$121.10, with returns of 0.4% over the last 7 days, 3.6% over 30 days, 4.6% year to date, 22.8% over 1 year, 49.8% over 3 years and 85.8% over 5 years. These figures may prompt questions about how much of the story is already in the price. Recent coverage of...

In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory. Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal. Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...

When close to half the companies in India have price-to-earnings ratios (or "P/E's") above 24x, you may consider...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Key Insights Bunzl's estimated fair value is UK£33.51 based on 2 Stage Free Cash Flow to Equity Bunzl is estimated to...

Despite announcing strong earnings, Yamato Holdings Co., Ltd.'s ( TSE:9064 ) stock was sluggish. We think that the...

China Gold International Resources recently issued 2026 production guidance, projecting copper, gold, and silver output from its Jiama mine and outlining expected gold production from the CSH mine. The guidance highlights Jiama’s role as a multi-metal producer while positioning CSH as a focused gold asset, clarifying how each mine contributes to the company’s overall production mix. We’ll now examine how this updated multi-mine, multi-metal production outlook shapes China Gold...

Why SouthState Bank stock is moving now SouthState Bank (SSB) shares have been in focus after its latest earnings report, which beat analyst expectations on revenue and net interest income and drew a series of upbeat research updates. See our latest analysis for SouthState Bank. The stock has pulled back slightly on the day, but a 9.7% 1 month share price return and 20.7% 3 month share price return point to momentum that contrasts with a more modest 4.7% 1 year total shareholder return. If...

Key Insights CLOBOT's significant individual investors ownership suggests that the key decisions are influenced by...

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...