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KBC Groep reported a stronger second-quarter performance, driven by robust commercial loan expansion, higher net interest income and improved fee and insurance results. The bank raised its 2026 guidance for total income, net interest income, organic loan growth and insurance revenue after reporting solid first-half figures, and announced an interim…
Kontron, the Austria-based Internet of Things technology company, reported a marginal year-over-year increase in second-quarter revenue alongside higher adjusted EBITDA and confirmed its 2026 revenue and adjusted EBITDA targets. Growth was led by Cybersolutions, Aerospace & Defense, and Transportation, while GreenTec sales fell sharply. The firm al…
Kontron reported a marginal year-on-year revenue increase in the second quarter alongside higher adjusted EBITDA, affirmed its 2026 revenue target just above EUR 1,607 million and kept the adjusted EBITDA outlook unchanged. Growth was concentrated in Cybersolutions, Aerospace & Defense and Transportation, while the GreenTec division saw a marked sa…
Norwegian residential developer Selvaag Bolig reported record home sales value for the first half of 2026, alongside higher operating revenue, adjusted EBITDA and earnings per share versus the prior year. Adjusted EBITDA reached NOK 238 million and earnings per share were NOK 0.75. New project launches in Fornebu Sentrum, Bergen and Stavanger under…
A subscription-based stock-selection service using a data-driven picks model has highlighted a set of high-conviction names trading well below estimated intrinsic value. Gartner stands out after rallying more than 23% in early August yet still showing meaningful fair-value upside. The system combines over 150 fundamental inputs with a multi-model v…
Yubico reported second-quarter net sales of SEK 543.90 million, up 9% year-over-year, with organic growth of 11.7%. The company’s operating profit margin widened to 14.4% from 4.2% a year earlier. Quarterly EBIT reached SEK 78.50 million and earnings per share were SEK 0.70. Subscription revenue expanded faster than overall sales, while bookings fe…
Carl Zeiss Meditec reported a 2.9% fall in revenue for the first nine months, a figure that is effectively flat after adjusting for currency effects. The German medtech group saw its adjusted EBITA margin narrow to 8.0% from 11.1% a year earlier, driven by currency headwinds and weaker consumables sales. Ophthalmology and refractive laser businesse…
Amkor (AMKR) has been a direct beneficiary of the AI-driven bump in packaging and test demand but still trades at reasonable multiples. The company's $1.69B Q1 revenue beat, optimistic Q2 guidance, and a 10-year capacity partnership with TSMC argue for upside. I present a swing trade plan to capture re-rating into $75 while keeping a disciplined st…
Zeta Global's revenue acceleration and sizable free cash flow have finally begun to show up at the bottom line. With a visible partnership pipeline and recurring revenue tailwinds, the stock looks tradeable on a mid-term horizon. This plan defines an entry, stop and target while laying out catalysts and the key risks that would invalidate the setup…
President Donald Trump said discussions with Iran appeared to be moving in a positive direction, but provided no details as attention remains fixed on a possible agreement to reopen the Strait of Hormuz. Tehran disputed parts of the U.S. account and said talks were limited to mediators in Oman, even as both sides signalled steps toward agreeing on …
A poll of 35 economists indicates China’s export growth moderated in July from June’s sharp rebound but remained robust, supported by global demand for AI-related products and an uptick in shipments ahead of expected U.S. tariff increases. Imports are also expected to have slowed from June, while the trade surplus likely narrowed. Official activity…
The market appears fixated on short-term launch and regulatory headlines while underweighting recurring revenue potential and margin leverage in Starlink plus strategic optionality from Starship commercialization. This trade idea buys that disconnect: enter at $250.00, target $350.00, stop $200.00 over a 180-trading-day horizon.
CoinShares, a Nasdaq-listed digital asset manager, released a research report with Token Terminal showing that tokenised real-world assets like Treasuries, gold, and major stock indices have grown significantly on blockchain platforms, while traditional decentralized finance deposits have declined. This indicates finance is converging with blockcha…
WISeKey International Holding Ltd announced an Extraordinary General Meeting for shareholders to approve the merger and redomiciliation from Switzerland to the British Virgin Islands. The move involves merging with its wholly owned subsidiary in BVI and requires shareholder and regulatory approvals. The board unanimously recommends shareholders vot…
Palantir's accelerating AIP adoption and clearer path to higher-margin revenue have convinced me to raise my target to $38. This is a tactical long for patient, risk-aware traders: entry at $25.00, stop at $21.00, target at $38.00 over a long-term (180 trading days) horizon.
ASML has been punished recently on headlines about a Chinese DUV vendor and an AI sector pullback. Fundamentals and capacity math still favor ASML's EUV franchise. This is a tactical long: enter on the dip, size for a mid-term (45 trading days) swing, protect with a tight stop and take profits into a known resistance band near $1,900.
Asian equity benchmarks cooled after recent rallies in AI-linked technology stocks, with South Korea and Japan posting notable declines following prior sharp gains. The swings followed sell-offs in U.S. equities including SpaceX and Advanced Micro Devices over worries about heavy AI investment. At the same time, a reported Iran-Oman proposal touchi…
ON Semiconductor's $7 billion Synaptics acquisition and management's synergy roadmap materially change the company's growth profile. With free cash flow of $1.5B, an EPS of $2.65 and a reasonable balance sheet, I am raising my price target to reflect a re-rated multiple for physical-AI exposure. This is an actionable idea: buy near $76.50, target $…
Qantas Airways shares climbed to their strongest level in over a month after the carrier reached an in-principle agreement with its long-haul pilots' union. The provisional deal, covering about 1,700 long-haul pilots who fly A380s, A330s and 787s, promises pay rises, better rostering and career progression. The outcome reduces immediate disruption …
Luxshare Precision's Hong Kong-listed H-shares jumped about 5.0% to HK$61.45 on Thursday after the Shanghai and Shenzhen exchanges added the stock to the Hong Kong Stock Connect eligible list. The move opens the shares to mainland Chinese investors and follows the end of the IPO price stabilization period on August 5, when the stabilization manager…
AIA Group shares fell sharply after reports that mainland Chinese tax authorities are moving to apply a 20% personal income tax to investment returns from Hong Kong-issued offshore insurance policies. Enforcement actions have reportedly been recorded in Beijing and Hangzhou, focusing on dividends and interest on prepaid premiums. The news hit AIA a…
Cathay Pacific Airways shares climbed to an intraday 52-week high after the carrier reported a substantial year-on-year rise in attributable profit and record group revenue for the first half of 2026. The update highlighted gains in both passenger and cargo operations and included an interim dividend, while analysts from several global banks mainta…
Investors are urging Samsung Electronics and SK Hynix to increase shareholder payouts after both companies reported record profits driven by AI-related memory chip demand but offered limited detail on capital return plans. The two firms are building cash reserves at an exceptional pace, prompting criticism that their current policy - returning roug…
BrainsWay (BWAY) is a niche leader in Deep Transcranial Magnetic Stimulation (Deep TMS) with recent regulatory wins and research grants that support adoption. With a ~$608M market cap and a compact workforce, the company can grow clinic penetration without heavy capex. This trade idea takes a mid-term bullish stance into Q2 results and potential co…
Sinopec has significantly increased purchases of Russia's Eastern Siberia-Pacific Ocean (ESPO) crude for July-September deliveries to make up for reduced Middle Eastern supplies caused by the Iran war. Multiple trade sources and ship tracking data show 30-40 cargoes purchased, equivalent to about 241,000-320,000 barrels per day, representing 5-6% o…
