Latest News

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...

Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance. The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...

In recent years, Bunge Global has reported annual sales declines of 3.7% and earnings per share falling 19% per year, while also contending with limited cash reserves that may require shareholder-dilutive financing. This combination of shrinking top- and bottom-line performance and a strained liquidity position raises questions about how effectively Bunge Global’s products are resonating with its end markets. Next, we’ll examine how concerns about Bunge Global’s weakening earnings and...

In recent days, Dynatrace has drawn attention as investors look ahead to its upcoming earnings report, weighing mixed analyst views on its outlook and industry challenges in observability and cybersecurity software. This heightened focus comes as research firms highlight Dynatrace’s AI-powered, unified observability platform and strong gross margins, underscoring its role in supporting complex, cloud-based digital operations. With anticipation building around Dynatrace’s upcoming earnings...

Limbach Holdings (LMB) is reshaping its senior team, elevating long-time leaders Nick Angerosa and Jay Sharp into newly defined executive roles that focus on national customer solutions and sales across key end markets. See our latest analysis for Limbach Holdings. The recent executive appointments come as the share price trades at US$86.67, with a 7 day share price return of 12.56% and a year to date share price return of 9.61%. The 1 year total shareholder return of an 8.20% decline...

Rockwell Automation (ROK) is in focus after THG Nutrition, part of THG PLC and home to Myprotein, selected its Plex Manufacturing Execution System to standardize and digitize production across multiple global facilities. See our latest analysis for Rockwell Automation. The THG Nutrition win lands at a time when Rockwell Automation’s share price has been gaining traction, with a 90 day share price return of 21.13% and a 1 year total shareholder return of 52.34%. This suggests momentum has been...

Key Insights Using the Dividend Discount Model, SSE fair value estimate is UK£18.69 SSE is estimated to be 24...

Cogent Biosciences recently outlined an ambitious 2026 roadmap centered on bezuclastinib, including multiple planned New Drug Application submissions across systemic mastocytosis and gastrointestinal stromal tumor indications, alongside key clinical data presentations from its SUMMIT, PEAK, and APEX pivotal trials. At the same time, the company is broadening its precision oncology pipeline with planned IND filings for novel KRAS and JAK2 V617F inhibitors and advancing several early-stage...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Key Insights Given the large stake in the stock by institutions, Larsen & Toubro's stock price might be vulnerable to...

NV Bekaert's (EBR:BEKB) stock is up by a considerable 16% over the past three months. As most would know, fundamentals...

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Buying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...

Earlier this week, Bristol Myers Squibb reported positive topline Phase 3 SCOUT-HCM results showing Camzyos significantly reduced left ventricular outflow tract obstruction in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with safety consistent with its adult profile. This success in a rare, high‑risk pediatric population could widen the clinical footprint of cardiac myosin inhibition and enhance the medical relevance of Camzyos within Bristol Myers Squibb’s...

Endeavour Mining plc recently appointed Alison Henwood as an Independent Non-Executive Director, effective 13 January 2026, while long-serving director Livia Mahler will retire at the May 2026 AGM following nine years on the board. Henwood’s extensive international finance experience in the extractive and energy sectors, combined with her audit and sustainability oversight roles at other listed companies, could reshape how Endeavour approaches risk management, governance and long-term...

Earlier this month, Array Technologies announced the promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding executive oversight of worldwide revenue generation and product development. These promotions highlight Array’s focus on tighter alignment between customer needs and its product roadmap, while reinforcing global sales execution and product innovation capabilities. We’ll now examine how Green’s expanded global revenue role could...

MSCI recently upgraded Sino Land Company Limited’s ESG rating from ‘AA’ to the highest ‘AAA’ level, placing it among the top 5% of performers in its industry and recognizing its alignment with international environmental, social and governance standards. This move underscores how Sino Land is embedding ESG considerations into its long-term business strategy, using sustainability initiatives as a lever for value creation and innovation. We’ll now examine how Sino Land’s new MSCI ‘AAA’ ESG...

In recent days, Prologis has drawn attention as brokers upgraded their ratings and reaffirmed an overall “Outperform” consensus ahead of its latest earnings report, which is expected to show earnings per share of US$1.44 and revenue of US$2.10 billion compared with the prior year’s quarter. This combination of more cautious earnings expectations alongside projected revenue growth has sharpened focus on how the company is balancing profitability with expansion in its logistics real estate...

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...

How JD.com stock has been performing recently JD.com (JD) has seen mixed recent returns, with a 1 day move of around 1% decline, a slightly negative past week, a small gain over the past month, and a double digit decline across the past 3 months. Over longer periods, JD.com shows negative total returns year to date, over the past year, and across the past 3 and 5 years. This may influence how you think about risk, holding periods, and position sizing. See our latest analysis for JD.com. At a...

In 2025, Trinity Capital reported record investment activity with US$2.10 billion in new commitments and US$1.50 billion funded across secured loans, equipment financings, and warrant and equity investments, including about US$435 million funded in the fourth quarter. This update highlights not only strong demand for Trinity’s lending products but also brisk portfolio turnover, with repayments and exits nearing US$826 million for the year. Next, we’ll examine how this record US$2.10 billion...

If you are wondering whether Bloom Energy's share price still reflects fair value after its recent run, you are not alone. That is exactly what this article is built to unpack. The stock last closed at US$139.17, with returns of 14.2% over 7 days, 58.9% over 30 days, 41.0% year to date, and a very large gain over 1 year and 3 years. This naturally raises questions about growth expectations and risk. Recent news coverage around Bloom Energy has focused on its role in clean energy solutions...