TSE:8198
TSE:8198Consumer Retailing

Maxvalu TokaiLtd Q3 2026 Margin Improvement Reinforces Defensive Supermarket Narrative

Maxvalu TokaiLtd (TSE:8198) has released its Q3 2026 numbers, reporting revenue of ¥94.4b and net income of ¥1.7b, with basic EPS of ¥53.73. The company has seen quarterly revenue move from ¥92.1b in Q3 2025 to ¥97.3b in Q4 2025, then ¥95.6b in Q1 2026, ¥96.9b in Q2 2026 and ¥94.4b in Q3 2026. Over the same period, EPS ranged from ¥53.61 to ¥114.62. With trailing 12 month EPS of ¥345.73 and a net profit margin of 2.9%, the latest results keep the spotlight on how sustainably the company can...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) Valuation Check As Mall Redevelopment Gains Attention And Debt Risks Linger

Why Macerich’s mall reinvention is back on investors’ radar Macerich (MAC) is back in focus as investors weigh its push to convert traditional malls into mixed-use centers, alongside ongoing questions around high debt, refinancing needs, and how consumers might respond to these redeveloped properties. See our latest analysis for Macerich. While the share price has eased slightly in the very short term, Macerich’s 90 day share price return of 11.1% and 3 year total shareholder return of 67%...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price's Expanding Deal Footprint Quietly Recasting Its Core Identity as an Asset Manager (TROW)?

T. Rowe Price Group recently drew renewed attention as a steady, dividend-focused asset manager, while analysts projected its fiscal 2025 fourth-quarter diluted earnings at US$2.47 per share, reflecting double-digit profit growth compared with the prior year. At the same time, the firm has been expanding its footprint through initiatives such as backing advanced manufacturing start-up Hadrian and engaging in Venezuelan debt restructuring talks, underscoring its reach across both public and...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Is Surging Options Activity Making Century Aluminum (CENX) a Pure Macro Sentiment Trade?

In recent days, Century Aluminum has experienced sharp volatility as global metals markets react to swings in aluminum prices, energy costs, and evolving U.S. industrial policies. Unusually heavy and divided options activity from large investors highlights how shifting institutional sentiment is amplifying the company’s sensitivity to these broader market forces. We’ll now examine how this heightened institutional options activity and macro-driven volatility could reshape Century...
NasdaqGM:NB
NasdaqGM:NBMetals and Mining

Is NioCorp (NB) Turning U.S. Critical Minerals Policy Support Into a Durable Strategic Advantage?

In recent days, Freedom Capital Markets initiated coverage of NioCorp Developments Ltd., highlighting U.S. government support for rare-earth mining and the company’s high-quality deposits, production capabilities, and offtake contracts. This combination of policy backing and resource quality helps frame NioCorp as a potential beneficiary of efforts to strengthen domestic critical minerals supply chains. Next, we’ll examine how this new analyst coverage and its focus on U.S. government...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Is It Time To Reassess Okta (OKTA) After Recent Cybersecurity Sentiment Shift?

If you are wondering whether Okta's share price reflects its true worth today, you are not alone. This article will help you frame that question clearly before you make any decisions. Okta shares last closed at US$92.23, with returns of 10.3% over the past week, 2.7% over the past month, 10.3% year to date and 9.3% over the last year, while the 3 year return stands at 32.2% and the 5 year return at a 63.5% decline. Recent headlines around Okta have focused on its role in identity and access...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

A Look At Exelixis (EXEL) Valuation After Zanzalintinib Phase 3 Success And New STELLAR-316 Trial

Exelixis (EXEL) is back in focus after reporting strong phase 3 data for zanzalintinib in metastatic colorectal cancer, alongside launching the Natera partnership for the planned STELLAR-316 pivotal trial in earlier stage disease. See our latest analysis for Exelixis. The recent phase 3 readout for zanzalintinib and the planned STELLAR-316 trial come after a strong run in the shares, with a 90 day share price return of 15.44% and a 1 year total shareholder return of 22.27%. The 3 year total...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Assessing EssilorLuxottica (ENXTPA:EL) Valuation After LensCrafters Extends Dedicated To Everyday Excellence Campaign

Interest in EssilorLuxottica Société anonyme (ENXTPA:EL) has picked up after LensCrafters extended its Dedicated to Everyday Excellence campaign, which spotlights optometrists and omnichannel customer engagement across stores, digital platforms, and broader marketing channels. See our latest analysis for EssilorLuxottica Société anonyme. The recent LensCrafters campaign extension comes as EssilorLuxottica’s €277.9 share price sits on a mixed near term run, with a 7 day share price return of...
NYSE:CMC
NYSE:CMCMetals and Mining

Commercial Metals Q4 EPS Strength Challenges Bearish Margin Narrative For CMC

Commercial Metals (CMC) has just posted its Q1 2026 results, with Q4 2025 revenue at US$2.1 billion and basic EPS of US$1.36, setting the tone for how the new fiscal year is starting to shape up. Over recent quarters the company has seen revenue move from US$2.0 billion in Q3 2025 to US$2.1 billion in Q4 2025, while basic EPS shifted from US$0.74 to US$1.36, giving investors fresh numbers to weigh against a mixed earnings backdrop. With trailing 12 month profit margins under pressure and a...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

What AnaptysBio (ANAB)'s Royalty Spin-Off Plan Means For Shareholders

AnaptysBio recently filed a partial motion to dismiss Tesaro’s anticipatory breach of contract claim in Delaware Chancery Court, while a trial covering all remaining issues in their collaboration dispute is scheduled for July 14–17, 2026. The company has also announced plans to separate its biopharma operations from its sizeable royalty assets by the end of 2026, signaling a potential shift in how investors assess its underlying business drivers. We will now examine how AnaptysBio’s plan to...
NasdaqGM:SIGA
NasdaqGM:SIGAPharmaceuticals

Assessing SIGA Technologies (SIGA) Valuation As Biodefense Strength Draws Renewed Investor Attention

Why SIGA is back on investors’ radar SIGA Technologies (SIGA) is drawing fresh attention after recent coverage highlighted its TPOXX smallpox antiviral, consistent profitability, and solid balance sheet, even as major new contract or regulatory announcements remain quiet. See our latest analysis for SIGA Technologies. At a share price of US$6.77, SIGA has seen a 10.8% 7 day share price return and an 8.3% 30 day share price return, while its 1 year total shareholder return of 19.1% points to...
ENXTPA:SK
ENXTPA:SKConsumer Durables

Assessing SEB (ENXTPA:SK) Valuation After Recent Share Price Firming And Ongoing Profitability Challenges

SEB (ENXTPA:SK) has drawn fresh attention after recent trading, with the share last closing at €51.35. Investors are weighing this price against the group’s consumer appliances footprint and current profitability profile. See our latest analysis for SEB. The recent 1-day share price return of 1.28% and 7-day return of 4.12% sit against a much weaker picture for long term holders, with a 1-year total shareholder return of 37% decline and a 5-year total shareholder return of 59% decline. This...
NYSE:PR
NYSE:PROil and Gas

Will Permian Resources' New Shelf Filings and Insider Sales Reshape PR's Ownership-Driven Investment Narrative?

In early January 2026, Permian Resources Corporation filed new universal shelf registrations covering Class A common stock, preferred stock and warrants, while also closing several prior employee stock ownership plan (ESOP) related shelves and withdrawing a 2024 omnibus shelf. Alongside these filings, the company completed a corporate reorganization and saw multiple senior executives sell shares, some to cover tax obligations from vested performance stock, reshaping its capital structure and...
ENXTPA:MERY
ENXTPA:MERYRetail REITs

Does Mercialys (ENXTPA:MERY) Offer Value After French Retail Property Sector Repricing?

If you are wondering whether Mercialys at €10.78 is offering genuine value or just looks cheap on the surface, you are exactly who this review is written for. The stock has recent returns of 0.9% over the last week, 2.5% over the last month, 0.9% year to date and 15.8% over the past year, with a 42.2% return over three years and 119.9% over five years that may catch your eye when you look at the price chart. Recent news around French retail property owners and listed real estate companies...
NYSE:DGX
NYSE:DGXHealthcare

Does Quest’s Deeper Corewell Tie-Up Reshape Its Hospital Lab Strategy And Investment Case (DGX)?

Corewell Health and Quest Diagnostics recently completed their Diagnostic Lab of Michigan joint venture, giving Quest 51% ownership and extending its Collaborative Lab Solutions across 21 Corewell hospitals, with a new facility planned for early 2027. This majority-owned partnership meaningfully deepens Quest’s hospital footprint in Michigan, potentially reinforcing its role as an outsourced lab partner for large health systems. We’ll now examine how this expanded Corewell partnership, and...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

How Investors May Respond To Snap (SNAP) Dash Social Tie-Up And Earnings Beat

In recent days, Dash Social announced a partnership making it an Official Snapchat Partner, allowing brands to publish directly to Snapchat and access real-time, API-sourced analytics, while Snap also reported quarterly results that exceeded analyst expectations and issued strong guidance for the following quarter. Together with the appointment of technology executive Matthew McRae to Snap’s board and CEO Evan Spiegel’s pre-planned share sale of about US$10,000,000, these developments...
TASE:ESLT
TASE:ESLTAerospace & Defense

Why Elbit Systems (TASE:ESLT) Is Up 12.6% After New European NATO Defense Contracts And Iron Fist Wins

In early January 2026, Elbit Systems announced new European NATO orders worth about US$150 million for its Iron Fist vehicle protection and DIRCM aircraft defense systems, building on an order backlog of about US$25.20 billion as of the third quarter of 2025. By successfully intercepting multiple 120 mm tank rounds in live-fire trials, Elbit’s protection technologies gained further credibility with European defense customers, underlining the company’s growing role in high-end military...