NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Did Narrowing Losses and Conservative Guidance Just Shift Cohu’s (COHU) Investment Narrative?

Cohu, Inc. recently released its third quarter 2025 results, reporting US$126.25 million in sales and a net loss of US$4.1 million, alongside sales guidance of US$122 million +/- US$7 million for the fourth quarter. While losses narrowed year-over-year, nine-month net losses increased despite higher sales, and no additional shares were repurchased in the latest buyback tranche. We will examine how the company's narrowing quarterly loss and conservative fourth-quarter outlook could influence...
SEHK:19
SEHK:19Industrials

How Investors Are Reacting To Swire Pacific (SEHK:19) Boosting Its Stake in Cathay Pacific

State-owned Qatar Airways has in the past sold its entire US$897 million stake in Cathay Pacific Airways, with Cathay Pacific repurchasing the 9.7 percent holding, marking Qatar Airways' complete exit after eight years. This buyback has increased Swire Pacific's ownership in Cathay Pacific to 47.69 percent from 43.12 percent, strengthening its influence and alignment with the airline's future direction and growth initiatives. We'll examine how Swire Pacific’s increased stake in Cathay...
SEHK:3931
SEHK:3931Auto Components

Should CALB Group's Surge in Sales and Profit Spur Action From SEHK:3931 Investors?

CALB Group Co., Ltd. recently reported earnings for the nine months ended September 30, 2025, with sales and revenue reaching ¥28.54 billion, up from ¥19.04 billion a year earlier, and net income increasing to ¥684.6 million from ¥180.32 million. This marks a very substantial improvement in both revenue and profitability, highlighting the company's stronger operational performance over the period. We'll examine how this sharp increase in both sales and net income could impact CALB Group’s...
NYSE:ALSN
NYSE:ALSNMachinery

Did Allison Transmission's (ALSN) Weaker Guidance and Defense Expansion Just Shift Its Investment Narrative?

Allison Transmission Holdings recently released its third-quarter results, reporting sales of US$693 million and net income of US$137 million, both down from a year earlier, and updated its 2025 full-year guidance with expected net sales between US$2.98 billion and US$3.03 billion and net income of US$620 million to US$650 million. Alongside its earnings announcement, the company expanded its global defense network, naming a new authorized channel partner in Poland to strengthen support for...
HLSE:WRT1V
HLSE:WRT1VMachinery

Assessing Wärtsilä (HLSE:WRT1V) Shares: Is the Current Valuation Justified After Strong Year-to-Date Gains?

Wärtsilä Oyj Abp (HLSE:WRT1V) shares have moved in recent sessions, offering investors a chance to revisit the stock’s performance this year. The company’s strong run so far this year highlights some intriguing valuation considerations. See our latest analysis for Wärtsilä Oyj Abp. Wärtsilä Oyj Abp’s share price momentum has been striking, with a 51.8% gain year-to-date and a strong 45.4% total shareholder return in the past 12 months. This signals strong growth sentiment despite the latest...
ENXTPA:ORA
ENXTPA:ORATelecom

Orange (ENXTPA:ORA): Examining Valuation Following a Surge in Shareholder Returns

Orange (ENXTPA:ORA) stock has been relatively steady this month with small price moves. This reflects ongoing activity in the European telecom market. Investors have kept an eye on Orange’s recent results and how its growth measures are playing out. See our latest analysis for Orange. Orange’s share price has climbed steadily, with a year-to-date share price return of 46.06%. Upbeat earnings and steady demand for telecom services have helped drive this momentum. The one-year total shareholder...
NYSE:OPTU
NYSE:OPTUMedia

Optimum Communications (ATUS): Examining Valuation as Share Price Stabilizes After Steep Declines

Optimum Communications (NYSE:ATUS) shares saw subtle movement this week, offering investors fresh perspective on the company’s current valuation. With performance figures in hand, a closer inspection can reveal trends that may impact future expectations. See our latest analysis for Optimum Communications. After a period of sharp declines, Optimum Communications’ share price has shown only modest swings lately, even as the company navigates a shifting media landscape and ongoing operational...
NasdaqCM:NAGE
NasdaqCM:NAGELife Sciences

Niagen Bioscience (NAGE) Is Up After Record Q3 and Share Buyback Plan – What's Changed

Niagen Bioscience recently reported record third-quarter 2025 results, featuring a 33% year-over-year sales growth to US$33.99 million and implemented a US$10 million share repurchase program authorized through October 2027. The company reinforced its operational momentum by reaffirming upgraded full-year sales guidance and expanding distribution for its proprietary NAD+ products, signifying continued commitment to product innovation and healthcare partnerships. We’ll explore how the robust...
SEHK:1193
SEHK:1193Gas Utilities

Can China Resources Gas Group’s Latest Board Appointment Strengthen Governance for Investors in SEHK:1193?

China Resources Gas Group Limited recently announced the appointment of Mr. ZHANG Shenwen as a non-executive director and member of the Audit and Risk Management Committee, while also proposing the adoption of new Articles of Association. Mr. ZHANG brings decades of corporate management and investment expertise from various senior positions within China Resources Group, which may signal an increased emphasis on governance and risk oversight at the company. We'll explore how Mr. ZHANG's...
TSX:WTE
TSX:WTEInfrastructure

Does Westshore Terminals’ (TSX:WTE) Dividend Stability Mask Deeper Challenges in Its Earnings Trajectory?

Westshore Terminals Investment Corporation recently reported its third-quarter 2025 earnings, revealing a year-over-year decline in both revenue and net income, while affirming a fourth-quarter dividend of $0.375 per share to be paid on or before January 15, 2026, to shareholders of record as of December 31, 2025. This move highlights Westshore's ongoing focus on shareholder returns amid softer financial performance over the past year. Next, we'll explore how the company's steady dividend...
NYSE:CVI
NYSE:CVIOil and Gas

What CVR Energy (CVI)'s Swing to Profit and New Shelf Offering Means For Shareholders

CVR Energy, Inc. recently filed a universal shelf registration statement, enabling it to offer a wide range of securities, following its report of third-quarter results with net income of US$374 million compared to a net loss a year earlier and increased refining throughput and production. This marked turnaround in quarterly earnings, alongside higher operating output, highlights improved operational performance and potential strengthening of the company’s financial position. Let's explore...
XTRA:BEI
XTRA:BEIPersonal Products

Does Recent Brand Expansion Signal a Good Entry Point for Beiersdorf in 2025?

Wondering whether Beiersdorf is a bargain or overpriced right now? You are not alone in seeking clarity on whether it is a smart pick at current levels. The stock has seen a modest rebound lately, climbing 2.0% over the last week and 1.9% for the past month. Despite this, it is still down more than 24% year-to-date. Recent headlines have focused on the company's strategic brand investments and global market expansions, providing much-needed optimism despite recent share price pressure. Many...
NYSE:CTEV
NYSE:CTEVHealthcare Services

Claritev (CTEV): Assessing Valuation Following Upbeat Earnings and Raised Revenue Guidance

Claritev (NYSE:CTEV) is in focus after announcing improved third-quarter results and raising full-year revenue guidance. The company reported stronger sales and sharply reduced losses, which signals momentum building into the second half of 2025. See our latest analysis for Claritev. The rally in Claritev’s stock has been hard to ignore; the share price closed at $69.25 after a one-day gain of 11.77%. The company now boasts a staggering year-to-date price return of 434.75%. These moves follow...
NYSE:BW
NYSE:BWElectrical

Babcock & Wilcox Enterprises (BW) Is Up 55.4% After Securing US$1.5 Billion AI Data Center Power Deal – Has The Bull Case Changed?

Babcock & Wilcox Enterprises recently announced a series of major developments, including a more than US$1.5 billion agreement with Applied Digital to design and install gigawatt-scale natural gas power plants tailored for AI Data Center infrastructure, along with the planned redemption of all outstanding 8.125% Senior Notes due 2026. These initiatives point to an acceleration of Babcock & Wilcox's expansion into advanced energy markets, emphasizing its role in powering emerging high-demand...
SEHK:6186
SEHK:6186Food

China Feihe (SEHK:6186) Valuation in Focus After Growth Moves and New Investment Strategy

China Feihe (SEHK:6186) has caught the market’s attention after announcing new steps to scale up procurement for its growing e-commerce platform. The company is also committing idle funds to major financial products, aiming for better returns and efficient liquidity management. See our latest analysis for China Feihe. Shares of China Feihe have seen renewed energy lately, with a 1-day share price return of 1.16% and a notable 12.37% gain over the past month. This hints at rising momentum as...
TSE:5482
TSE:5482Metals and Mining

Aichi Steel (TSE:5482): Revisiting Valuation After Upgraded Earnings Forecast and Special Dividend Announcement

Aichi Steel (TSE:5482) just lifted its outlook for full-year profits, crediting stronger-than-expected results from the first half. At the same time, the company rolled out both a regular and a special dividend for shareholders. See our latest analysis for Aichi Steel. This brighter outlook has helped fuel Aichi Steel’s strong momentum. The share price has climbed 117% so far this year and the one-year total shareholder return is nearly 139%. Recent profit upgrades and dividend announcements...