Latest News

Partners Group Holding (SWX:PGHN) opened FY 2025 with first half revenue of CHF 1.2b and basic EPS of CHF 22.24, setting the tone for another data rich year of results. The company has seen revenue move from CHF 964.3m in the first half of 2024 to CHF 1.15b in the second half of 2024 and then to CHF 1.16b in the first half of 2025, while basic EPS shifted from CHF 19.52 to CHF 23.89 and then to CHF 22.24 over the same periods. With trailing net profit margins described at 49.2% compared with...

Dampskibsselskabet Norden (CPSE:DNORD) held its AGM on 11 March 2026, approving a final 2025 dividend of DKK 2.00 per share and adopting share capital reduction amendments that directly affect the company’s capital structure. See our latest analysis for Dampskibsselskabet Norden. At a share price of DKK291.6, Dampskibsselskabet Norden has registered a 30 day share price return of 8.97% and a year to date gain of 16.36%. The 1 year total shareholder return of 63% contrasts with a 25.14% total...

On March 5, 2026, Sysmex Corporation’s board approved a share repurchase program of up to 30,000,000 shares, or 4.81% of its issued share capital, for ¥30,000 million, with all repurchased shares to be cancelled by September 18, 2026. An interesting aspect of this move is the company’s explicit goal of pairing higher capital efficiency and shareholder returns with continued investment in future business growth. We’ll now examine how the planned cancellation of repurchased shares could shape...

Short-seller report and leadership upheaval put GPGI in focus A short-seller report on GPGI (GPGI) questioning the financials of its Husky Technologies acquisition, together with recent CEO and CFO resignations, has put leadership stability and deal execution under close investor scrutiny. See our latest analysis for GPGI. After the short seller report and leadership changes, the share price has retreated, with a 1 month share price return of 19% and a 7 day share price return of 10.4%,...

Brazilian Rare Earths Limited recently reported new exploration results from its Sulista Project in Bahia, Brazil, extending the mineralised strike to more than 17 kilometres and confirming multiple high-grade rare earth and critical mineral zones across Sulista East, Sulista South, Sulista West, Outcrop Ridge and Sulista North. These results position Sulista as an emerging district-scale rare earth system and support Brazilian Rare Earths’ plan to deliver a maiden JORC-compliant Mineral...

BKW (SWX:BKW) is back in focus after reporting a 40% drop in net profit tied to an extraordinary value adjustment on its German coal plant, while at the same time raising its dividend. See our latest analysis for BKW. At a share price of CHF149.0, BKW has a 90 day share price return of a 10.08% decline and a year to date share price return of a 13.87% decline. The 5 year total shareholder return of 54.09% points to stronger longer term compounding despite recent pressure, suggesting sentiment...

HydroGraph Clean Power (CNSX:HG) is back in focus after closing a private placement on March 5, 2026, alongside reporting first quarter sales of US$19,685 and a net loss of US$3.15 million. See our latest analysis for HydroGraph Clean Power. The financing news and quarterly update have landed alongside sharp share price momentum, with a 30 day share price return of 246.75% and a year to date share price return of 310.26%. The 1 year total shareholder return is very large at over 30x, hinting...

In early March 2026, Ashtead Group completed its U.S. redomiciliation, rebranded as Sunbelt Rentals Holdings, shifted its primary listing from the London Stock Exchange to the New York Stock Exchange, and replaced PwC UK with PwC US as its independent auditor for the fiscal year ending April 30, 2026. The move aligns the listed entity, governance structure and audit oversight with Sunbelt Rentals’ largely North American operations, potentially improving investor familiarity and access to...

Janus Henderson Group (NYSE:JHG) has rejected an unsolicited acquisition bid from Victory Capital. The board unanimously backed its earlier support for a transaction involving Trian Fund Management and General Catalyst instead. Directors cited execution risks and client reservations with the Victory Capital approach while reiterating confidence in the Trian and General Catalyst deal. Janus Henderson Group, a global asset manager, operates in a sector where scale, distribution reach, and...

Why Assured Guaranty (AGO) is on investors’ radar today Assured Guaranty (AGO) is drawing fresh attention after recent trading left the stock around $84.95, with returns over the past month and past 3 months both in negative territory. For investors, the current share level sits against a backdrop of annual revenue of about $832 million and net income of roughly $499 million, alongside mixed annual trends in revenue and net income growth. See our latest analysis for Assured Guaranty. While...

Flughafen Zürich (SWX:FHZN) has wrapped up FY 2025 with second half revenue of CHF 720.4 million, basic EPS of CHF 6.03 and net income of CHF 185.2 million, supported by trailing twelve month revenue of about CHF 1.4 billion and EPS of CHF 11.29. The company has seen revenue move from CHF 695.2 million in the second half of 2024 to CHF 720.4 million in the second half of 2025, while trailing twelve month EPS has shifted from CHF 10.64 to CHF 11.29. This gives investors a cleaner view on how...

If you are wondering whether Texas Capital Bancshares is still reasonably priced at around US$92.16, you are not alone. The stock now sits at a level where valuation really starts to matter. The share price has recorded a 3.5% decline over the last 7 days and an 11.8% decline over the last 30 days, although it is still up 0.5% year to date and 30.1% over the past year, with a 66.1% return over 3 years and 6.2% over 5 years. Recent trading interest has been shaped by ongoing coverage of US...

ageas (ENXTBR:AGS) has proposed a total gross cash dividend of €3.75 per share for 2025, a 7% uplift on 2024, which puts income and capital return firmly in focus for shareholders. See our latest analysis for ageas. ageas shares trade at €60.15, with a 90 day share price return of 4.79% contrasting with a softer 30 day share price return decline of 4.83%, while the 1 year total shareholder return of 16.38% and 3 year total shareholder return of 76.19% indicate that long term momentum has been...

Natera, Inc. recently reported full-year 2025 results, issued 2026 revenue guidance of US$2.62 billion to US$2.70 billion, filed a US$183.08 million employee stock offering shelf, and shared new clinical data on its Signatera test at the 2026 ASCO Genitourinary Cancers Symposium and multiple investor conferences. The new Signatera data in muscle-invasive bladder cancer, showing strong links between ctDNA/utDNA-based residual disease detection and patient outcomes, highlight how Natera’s...

What Snowflake’s Recent Performance Tells Investors Snowflake (SNOW) has attracted fresh attention after recent trading, with the share price closing at US$175.32. For investors, that level invites a closer look at how current fundamentals line up with recent returns. See our latest analysis for Snowflake. Recent trading has been choppy, with a 1 day share price return of a 4.11% decline contrasting with a 1 year total shareholder return of 16.96%. This suggests that shorter term momentum has...

Hokkaido Electric Power Company (TSE:9509) has updated its Ishikariwan Shinko Power Station plan, lifting the planned output for Unit 2 to 580,000 kW and bringing construction forward to August 2026. See our latest analysis for Hokkaido Electric Power Company. The updated Ishikariwan Shinko plan comes after a mixed price patch, with a 1 day share price return of 2.01% lifting the stock to ¥1,063.5, while the year to date share price return is 3.32% lower and the 1 year total shareholder...

Investors may be wondering whether RPM International is priced attractively right now, or if the market is missing something in its value story. The share price closed at US$102.05, with a 6.3% decline over 7 days, a 12.7% decline over 30 days and a 1.6% decline year to date, while the 1 year return sits at an 11.7% decline and the 3 and 5 year returns are 24.9% and 26.9% respectively. These recent moves come as investors continue to reassess established materials names like RPM...

Kimberly-Clark (NasdaqGS:KMB) has appointed Francesco Tinto as Chief Information & Global Business Services Officer. Tinto will lead technology transformation and business services integration in support of the company’s Powering Care strategy. His appointment is timed to align with Kimberly-Clark’s preparation for integrating its pending Kenvue acquisition. For a consumer products company like Kimberly-Clark, which is known for personal care and tissue brands, the link between technology,...

OFG Bancorp recently completed a fixed-income transaction, issuing US$200 million of fixed-to-floating rate subordinated, unsecured, callable notes due April 1, 2036 with a variable coupon. This type of subordinated debt can reshape the bank’s capital stack and future funding costs, influencing how it balances growth, risk, and regulatory capital needs. Now we’ll examine how this new US$200 million subordinated fixed-to-floating note issue may influence OFG Bancorp’s existing investment...

Full year 2025 results at a glance Redeia Corporación (BME:RED) has just released its full year 2025 results, reporting sales of €1,729.66 million and net income of €505.64 million, alongside basic and diluted earnings per share of €0.90. See our latest analysis for Redeia Corporación. Despite the full year 2025 results and the recent earnings call, the share price has been soft, with a year to date share price return of a 3.27% decline and a 1 year total shareholder return of an 11.70%...

Polestar Automotive Holding UK (PSNY) has released detailed Life Cycle Assessments for its full vehicle line up, including the Polestar 5, spotlighting carbon footprint transparency and material choices that put environmental impact at the center of its product story. See our latest analysis for Polestar Automotive Holding UK. The latest carbon transparency push comes as the share price trades at US$17.03, with a 90 day share price return of 20.69% but a 1 year total shareholder return...

Recent share performance and business scale Asbury Automotive Group (ABG) has seen its share price move lower recently, with a 2.3% decline over the past day and deeper negative returns over the past week, month and past 3 months. Against that share price backdrop, the company reports annual revenue of US$18.0b and net income of US$492.0m, reflecting a sizeable U.S. automotive retail operation across dealerships and related service offerings. See our latest analysis for Asbury Automotive...

Disney has reshaped leadership at its core Experiences division, appointing Thomas Mazloum as chairman as Josh D'Amaro moves into the CEO role. The company has also adjusted its wider Experiences leadership team, aligning management with planned investment in parks, cruises, and consumer products. This leadership shift centers on Disney's largest and most profitable segment, which is expected to be central to future capital deployment and global expansion. For investors tracking NYSE:DIS,...

Third Avenue Small-Cap Value Fund recently put Kaiser Aluminum (KALU) in the spotlight after reporting quarterly financial results and progress on a multi year capacity expansion in aerospace and packaging. See our latest analysis for Kaiser Aluminum. At a share price of US$125.09, Kaiser Aluminum has seen a 90 day share price return of 17.53% and a year long total shareholder return of 91.11%. This suggests recent momentum following the fund's positive commentary and capacity expansion...