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ENXTPA:MC
ENXTPA:MCLuxury

Is It Time To Reassess LVMH (ENXTPA:MC) After A 20.9% One Year Share Price Decline

If you are wondering whether LVMH Moët Hennessy - Louis Vuitton Société Européenne is attractively priced today, it helps to step back from the brand power and look closely at what the current share price actually implies. The stock last closed at €533.90, with a 1.7% gain over the past 7 days, but a 8.4% decline over 30 days, a 16.8% decline year to date, and a 20.9% decline over 1 year, while the 5 year return sits at 9.3% and the 3 year return at a 30.1% decline. Recent coverage around...
TSE:4502
TSE:4502Pharmaceuticals

How FDA Priority Review For Narcolepsy Drug Oveporexton At Takeda Pharmaceutical (TSE:4502) Has Changed Its Investment Story

Earlier this month, Takeda Pharmaceutical announced that the U.S. FDA accepted its New Drug Application and granted Priority Review for orexin agonist Oveporexton (TAK-861) in narcolepsy type 1, with a PDUFA decision expected in the third quarter of this year. This development highlights Takeda’s push into orexin-targeted neuroscience, aiming to address persistent symptoms in narcolepsy type 1 where many patients remain insufficiently treated. We’ll now examine how the FDA’s Priority Review...
TSX:CAE
TSX:CAEAerospace & Defense

Assessing CAE (TSX:CAE) Valuation After Defense Beat, Deleveraging Progress And Civil Asset Rationalization

CAE (TSX:CAE) is back in focus after its defense segment outperformed expectations, management raised the outlook for that business, met its full year deleveraging goal early, and moved to streamline underused civil aviation assets. See our latest analysis for CAE. At a share price of CA$41.35, CAE has seen a 30 day share price return of 12.76% decline and a 90 day share price return of 13.26% gain. Its 1 year total shareholder return of 9.02% and 3 year total shareholder return of 35.17%...
TSE:9435
TSE:9435Industrials

Hikari Tsushin (TSE:9435) Valuation After Upgraded Earnings And Dividend Guidance

Hikari Tsushin (TSE:9435) drew fresh attention after reporting nine month earnings to December 31, 2025, along with higher full year profit and dividend forecasts, citing foreign exchange gains and its policy of steadily returning cash to shareholders. See our latest analysis for Hikari Tsushin. Despite the earnings and dividend guidance news, Hikari Tsushin’s recent share price has been soft, with a 7 day share price return of a 5.74% decline and a 30 day share price return of a 4.4%...
NYSE:JPM
NYSE:JPMBanks

What JPMorgan Chase (JPM)'s Branch Expansion and Renovation Drive Means For Shareholders

Earlier in February 2026, JPMorgan Chase announced a multibillion-dollar plan to open more than 160 new US branches and renovate about 600 locations across over 30 states, extending its reach into low-to-moderate income and rural communities as part of a wider three-year program to add more than 500 branches and 3,500 employees by 2027. This renewed commitment to physical banking underscores management’s conviction that branches remain a powerful engine for deposit growth, card sign-ups, and...
TSE:3407
TSE:3407Chemicals

Assessing Asahi Kasei (TSE:3407) Valuation After AK1960 Enters Phase I Trials

Asahi Kasei (TSE:3407) is back on investors’ radar after its pharma arm and Alchemedicine moved endothelin A receptor antagonist AK1960 into Phase I trials for refractory conditions such as chronic kidney disease. See our latest analysis for Asahi Kasei. Those healthcare moves sit alongside fresh earnings guidance and recent results. The market has responded with a strong 30 day share price return of 16.66% and a 1 year total shareholder return of 81.82%, suggesting momentum has been building...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Insider Buying Highlights Valuation Debate And Margin Pressures

Super Micro Computer (NasdaqGS:SMCI) executives, including the CEO, have been purchasing company shares following recent market concerns about profitability. The insider buying comes as investors focus on gross margin pressures and the company’s bargaining position with large cloud customers. These transactions signal management’s confidence in the business while it works through questions about margins and long term profitability. Super Micro Computer, a server and IT infrastructure...
CPSE:NKT
CPSE:NKTElectrical

Assessing NKT (CPSE:NKT) Valuation After Long-Term Mainova Power Cable Partnership Announcement

NKT (CPSE:NKT) has drawn fresh attention after announcing an exclusive power cable partnership with German grid operator Mainova. The agreement runs to 2033 and supports Frankfurt’s long term electricity network upgrade and electrification needs. See our latest analysis for NKT. Alongside this Mainova deal and recent news such as the power purchase agreement with Uniper and the upcoming CFO change, NKT’s 1 year total shareholder return of 64.04% and 5 year total shareholder return of 264.59%...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

A Look At Palomar Holdings (PLMR) Valuation After Strong 2025 Earnings Growth

Palomar Holdings (PLMR) just released fourth quarter and full year 2025 results, reporting higher revenue and net income compared with 2024. The company attributed this performance to specialty insurance expansion, disciplined underwriting, and the integration of acquired businesses into its portfolio. See our latest analysis for Palomar Holdings. Despite the strong 2025 earnings update, Palomar Holdings' recent share price has cooled slightly. The 1 month share price return is 1.19% and the...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba’s Qwen3.5 AI Puts Open Source And Monetization In Focus

Alibaba Group Holding (NYSE:BABA) has launched its advanced Qwen3.5 AI model, highlighting new multimodal and agentic features. The model is described as cheaper and faster than previous versions, with capabilities that Alibaba says compare with major U.S. AI systems. Alibaba is open sourcing part of its Qwen AI suite and pushing new monetization options for cloud and enterprise customers. For you as an investor, this move sits at the intersection of Alibaba's core e commerce, cloud, and...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA) Valuation Check After Recent Share Price Pullback And Mixed Signals

Carrefour share move and recent performance snapshot With no single headline event driving recent trading, Carrefour (ENXTPA:CA) has drawn attention after a 4.8% decline over the past day, set against a 5.3% gain over the past month. Over the past 3 months, the stock shows a 14.1% total return, while the past year sits at 16.3%. Year to date, performance is closer to 1.7%. This points to a different picture over shorter periods. See our latest analysis for Carrefour. At a share price of...
NYSE:LW
NYSE:LWFood

Lamb Weston Leadership Reset Puts Valuation Gap And Debt In Focus

Lamb Weston Holdings (NYSE:LW) has appointed Jan Eli B. Craps as Executive Chair. The company has named James D. Gray as its new Chief Financial Officer. These appointments mark a significant leadership shift that may influence future priorities at Lamb Weston. Lamb Weston Holdings, trading at around $48.18 per share, is undergoing a meaningful reset at the top just as investors are weighing mixed recent performance. The stock is up 11.2% over the past 30 days and 13.9% year to date, but it...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Assessing TotalEnergies (ENXTPA:TTE) Valuation After Higher 2025 Payouts And Energy Transition Progress

TotalEnergies (ENXTPA:TTE) has put capital returns at the center of its latest update, pairing higher 2025 dividends and fresh buybacks with detailed 2026 production and methane reduction targets across its multi energy portfolio. See our latest analysis for TotalEnergies. The recent update comes after a strong run in the shares, with a 30 day share price return of 16.45% and a 90 day share price return of 17.37%. The 5 year total shareholder return of 126.26% points to gains that extend...
TSX:BYD
TSX:BYDCommercial Services

Assessing Boyd Group Services (TSX:BYD) Valuation After Recent Mixed Share Price Performance

Boyd Group Services (TSX:BYD) has drawn fresh attention after recent trading left the shares with mixed short term returns, including a small 1 day decline and a mild pullback over the past week. See our latest analysis for Boyd Group Services. Stepping back, Boyd Group Services has given investors a mixed ride, with a 7.25% 90 day share price return and a 1 year total shareholder return decline of 3.40%, suggesting recent momentum has softened after earlier gains. If this price action has...
NYSE:KKR
NYSE:KKRCapital Markets

Record AUM, Insider Buying And Platform Expansion Could Be A Game Changer For KKR (KKR)

In recent weeks, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5,739.31 million and net income of US$1,145.91 million, affirmed a quarterly dividend of US$0.185 per share, and saw a director purchase 50,000 shares amid continued expansion in data centers, logistics real estate and sports investing. Together, the insider buying, record assets under management exceeding US$740 billion, and pursuit of assets like Ausgrid’s Plus ES highlight KKR’s emphasis on scaling fee-generating...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Extends Prediction Markets Beyond Sports With Cryptocom Partnership

DraftKings (NasdaqGS:DKNG) is expanding its federally regulated prediction markets through a new partnership with Crypto.com and integration of Railbird Exchange. The move adds event contracts tied to new categories, including additional sports, culture, entertainment, and politics. Railbird Exchange integration is expected to support player specific event contracts within DraftKings' prediction offerings. For you as an investor, this move takes DraftKings beyond its core of online sports...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire’s New Era With Greg Abel And A Reworked Tech Portfolio

Warren Buffett is stepping down as CEO of Berkshire Hathaway (NYSE:BRK.A), with Greg Abel taking over leadership of the conglomerate. The leadership change comes alongside a reshaped equity portfolio, including a large new investment in Alphabet and a fresh stake in The New York Times. Berkshire has also cut its positions in long held tech names Apple and Amazon, signaling a different balance in its public equity holdings. Berkshire Hathaway sits at the center of U.S. corporate life, with...
NYSE:LZB
NYSE:LZBConsumer Durables

Assessing La Z Boy (LZB) Valuation After A Recent Pullback In Share Performance

Context for La-Z-Boy’s Recent Share Performance La-Z-Boy (LZB) has attracted fresh attention as investors weigh its recent share performance, with a 1 day decline of about 1% and a roughly 3% pullback over the past month. See our latest analysis for La-Z-Boy. Looking beyond the recent pullback, La-Z-Boy’s share price return over the past 90 days is 6.63%, while its 1 year total shareholder return is a loss of 14.31% and its 3 year total shareholder return is 47.56%. This suggests that shorter...
NYSE:BEN
NYSE:BENCapital Markets

Assessing Franklin Resources (NYSE:BEN) Valuation After Q4 Beat And Binance Tokenized Collateral Launch

Franklin Resources (BEN) is back in focus after a fourth quarter that topped Wall Street expectations, supported by broad-based net inflows and record assets under management, as well as a new tokenized collateral program with Binance. See our latest analysis for Franklin Resources. The recent Q4 beat, record assets under management and the Binance tokenized collateral launch have come alongside a 90 day share price return of 28.22% and a 1 year total shareholder return of 39.10%. Together,...
TSE:2914
TSE:2914Tobacco

What Japan Tobacco (TSE:2914)'s Higher 2025 Dividend and Softer 2026 Payout Means For Shareholders

Japan Tobacco Inc. recently reported full-year 2025 results, with sales rising to ¥3,467.68 billion and net income reaching ¥510.18 billion, while also confirming a fiscal year-end 2025 dividend of ¥130.00 per share, up from ¥97.00, payable on March 26, 2026. At the same time, the company guided to slightly lower full-year 2026 dividends of ¥121.00 per share and issued new forecasts calling for ¥3,697.00 billion in revenue and ¥570.00 billion in profit attributable to owners, reshaping...
ASX:DMP
ASX:DMPHospitality

Why Domino's (ASX:DMP) Is Down 6.1% After Appointing Andrew Gregory as Incoming CEO

Domino's Pizza Enterprises has appointed experienced global QSR leader Andrew Gregory as its incoming Group CEO and Managing Director, with his start date expected by 5 August 2026 and Executive Chairman Jack Cowin overseeing an orderly transition. Gregory’s background running McDonald’s multi-market franchised operations, with a focus on franchisee economics and disciplined growth, closely matches Domino’s current priorities around profitability, network quality and system health. We’ll now...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s SME Workflow Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?

In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, while Visa also launched its Visa & Main program in the US with a US$100 million working capital facility for small businesses via Lendistry. Together, these moves position Visa more deeply inside everyday SME workflows on both sides of the Atlantic, turning regulatory compliance and digital...
TSE:9069
TSE:9069Logistics

SENKO Group Holdings (TSE:9069) Valuation After Updated 2026 Earnings Guidance

Updated earnings guidance and what it means for investors SENKO Group Holdings (TSE:9069) has issued consolidated earnings guidance for the fiscal year ending March 31, 2026, outlining expectations that are likely to shape how investors think about the stock. The company is projecting operating revenue of ¥898,000m, operating profit of ¥37,000m, profit attributable to owners of parent of ¥19,200m, and earnings of ¥112.40 per share for the period. See our latest analysis for SENKO Group...