Latest News

Warren Buffett’s exit as CEO at the end of 2025 has pushed Berkshire Hathaway (BRK.A) into a new chapter, with investors weighing new leadership decisions and considering the role of the company’s large cash reserves. See our latest analysis for Berkshire Hathaway. The share price has climbed over the past week, with a 7 day share price return of 5.55% and a year to date share price return of 2.48%. The 5 year total shareholder return of 108.92% points to strong long term compounding despite...

Credicorp stock: why recent performance is catching investor attention Credicorp (NYSE:BAP) has been moving on investor radar after a period of mixed short term performance, including a 1 day decline of about 0.9% but a stronger move over the past month and past 3 months. See our latest analysis for Credicorp. At a share price of US$353.30, Credicorp has seen short term share price pressure, including a 7 day share price return of a 4% decline. Its 30 day and 90 day share price returns of...

SEI Investments Company recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$607.93 million and net income of US$172.5 million, and full-year revenue of US$2.30 billion and net income of US$715.31 million, all higher than the prior year. The company also continued returning cash to shareholders, repurchasing 1,200,000 shares for US$101 million in the quarter and completing a very large multi-year buyback program initiated in 2005. With these stronger...

BG T&A's (KOSDAQ:046310) stock is up by a considerable 41% over the past three months. Given the company's impressive...

In early February 2026, Capri Holdings Limited reported third-quarter 2025 results showing sales of US$1,025 million and net income of US$116 million, reversing a net loss a year earlier, while also updating investors that no shares were repurchased under the previously announced buyback program. The company complemented these results by issuing full-year 2026 guidance, projecting total revenue of about US$3.45 billion to US$3.48 billion and diluted earnings of roughly US$1.30 to US$1.40 per...

In early February 2026, ATS Corporation reported past third-quarter fiscal 2026 results showing higher sales of CA$760.65 million and net income of CA$29.95 million, and issued fourth-quarter revenue guidance of CA$710 million to CA$750 million based on its order backlog and operational capacity. Management also indicated a future preference for using balance sheet capacity for acquisitions while maintaining its stated leverage discipline, signalling an emphasis on growth through targeted...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Why post quantum security and earnings timing matter for Lattice Semiconductor Lattice Semiconductor (LSCC) is back on traders’ radar after its secure control FPGA launch in post quantum cryptography drew positive analyst attention, just as the company heads into an earnings report this Tuesday afternoon. See our latest analysis for Lattice Semiconductor. The recent post quantum product news comes on top of a strong run, with Lattice Semiconductor’s share price returning 28.85% over 90 days...

Ultra Clean Holdings, Inc. recently announced that former executive Harjinder Bajwa has left the company and that industry veteran Robert Wunar, who has more than 30 years of semiconductor capital equipment operations and supply chain experience, will become Chief Operating Officer effective March 23, 2026. Coming from a senior operations role at Applied Materials, Wunar’s background in global manufacturing, supply resilience, and cost optimization could meaningfully influence how Ultra...

Magnolia Oil & Gas (MGY) is back in focus after reporting a new company production record in the fourth quarter of 2025, along with strong free cash flow and increased cash returns to shareholders. See our latest analysis for Magnolia Oil & Gas. The recent production record and higher dividend come alongside strong price momentum, with a 30 day share price return of 21.19% and a year to date share price return of 20.06%. The 5 year total shareholder return of 198.25% shows how longer term...

Darden Restaurants has decided to discontinue its Bahama Breeze brand, closing 14 locations by April 5, 2026, and converting the remaining 14 into other Darden concepts. This marks a clear refocus of Darden’s casual dining portfolio, concentrating resources on brands it sees as better aligned with its long-term priorities. Next, we will look at how retiring Bahama Breeze and reallocating those sites could influence Darden’s investment narrative and brand mix. Invest in the nuclear...

New defence order highlights growing customer demand Kitron (OB:KIT) has secured an additional €5 million order to produce advanced electronics for autonomous defence systems, bringing total orders from this customer to about €12 million, with deliveries starting in the second quarter of 2026. See our latest analysis for Kitron. Kitron’s NOK85.0 share price comes after a 4.87% 1-day share price return and a 22.48% 90-day share price return, while its 1-year total shareholder return of 120.49%...

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

At the 2026 AHR Expo in Las Vegas, Garrett Motion unveiled its oil-free centrifugal compressor technology for HVAC systems and announced a roadmap for a portfolio spanning 7 to 500 Tons of cooling capacity, alongside a new collaboration with Trane Technologies to integrate these compressors into Trane’s commercial systems from 2026. This move extends Garrett Motion’s turbo machinery and high-speed electric motor expertise beyond automotive into commercial HVAC, aligning its technology with...

On February 3, 2026, JVCKENWOOD Corporation announced a share repurchase program of up to 3,000,000 shares, or 2.08% of issued share capital, for ¥3,000 million, alongside nine‑month results showing sales of ¥258,627 million and net income of ¥12,469 million. The buyback is intended to lift ROE and EPS and help offset supply‑demand effects from recently issued Zero Coupon Convertible Bonds due 2030, signaling management’s focus on capital efficiency. We will now examine how JVCKENWOOD’s new...

In early February 2026, Philip Morris International reported fourth-quarter 2025 sales of US$10,362 million and net income of US$2,141 million, reversing a prior-year net loss, alongside full-year 2025 sales of US$40.65 billion and net income of US$11.35 billion. The results underscored the growing weight of smoke-free products, which contributed roughly 42% of revenue in 2025, as the company also filed an omnibus shelf registration for potential future issuance of debt securities and...

Minda Corporation Limited ( NSE:MINDACORP ) is about to trade ex-dividend in the next three days. The ex-dividend date...

Humana AB (publ)'s ( STO:HUM ) dividend will be increasing from last year's payment of the same period to SEK1.35 on...

Over the past year, many Growthpoint Properties Limited ( JSE:GRT ) insiders sold a significant stake in the company...

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Hospitality industry in Germany, you could be...

Duni AB (publ) ( STO:DUNI ) has announced that it will pay a dividend of SEK2.50 per share on the 25th of May. Based on...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Shareholders might have noticed that A.P. Møller - Mærsk A/S ( CPH:MAERSK B ) filed its yearly result this time last...

Key Insights Douglas' significant private equity firms ownership suggests that the key decisions are influenced by...