Despite modest earnings growth, Thai Beverage (SGX:Y92) has seen its share price tumble 40% over five years, leaving long-term investors with a significant total return deficit. We examine the disconnect between fundamentals and market sentiment.
Meta Platforms' staggering capital expenditure forecast for 2026, heavily weighted toward AI infrastructure, underscores the intensifying tech investment cycle. Specialized cloud provider CoreWeave emerges as a likely key beneficiary, its fortunes tied to the hyperscaler spending spree.
Despite posting year-over-year revenue growth, MarineMax's first-quarter earnings reveal the persistent headwinds buffeting the recreational boating industry, from aggressive promotions to cautious consumers. Management points to early spring signals and a fortified balance sheet as reasons for cautious optimism.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Malaysia's state energy giant Petronas unveils a sweeping three-year plan to sustain domestic oil and gas output, expand its global LNG footprint, and position itself as a regional leader in carbon capture, navigating the complex transition toward a lower-carbon future.
Fueled by record-breaking demand for its HOKA and UGG brands, Deckers Outdoor posts a robust Q3, beating expectations. The company credits disciplined full-price selling and strategic marketplace management for driving growth across all regions, leading to an upward revision of its fiscal 2026 guidance.
Celestica's Q4 2025 results shattered guidance, fueled by its Connectivity & Cloud unit. The company announces a massive capital expenditure surge to over $1 billion in 2026, betting big on sustained demand from hyperscalers for AI and networking infrastructure.
The iconic Berkeley-born coffee chain Peet's is closing dozens of locations across California, including in Southern California and the Bay Area, as part of a strategic realignment following its acquisition by Keurig Dr Pepper. The move, affecting hundreds of employees, has drawn sharp criticism from workers and union representatives.
Aptiv PLC (APTV) presents a puzzle for investors: a widely cited discounted cash flow model suggests significant upside, yet its premium valuation multiples tell a more cautious tale. As the automotive technology supplier navigates its EDS separation and bets on software-defined vehicles, the market weighs short-term momentum against long-term execution risks.
Apple's latest quarterly earnings reveal a tale of two halves: blockbuster iPhone sales, particularly in emerging markets like India, drove revenue to a new high, while Mac and wearables segments saw notable declines. The tech giant also faces questions over its AI strategy and conservative spending.
Despite a recent pullback, Everest Group's stock appears significantly undervalued based on one fundamental model, yet its premium P/E ratio tells a more nuanced story. We break down the conflicting signals for the insurance giant.
A new analysis reveals the stark reality of homeownership in California, where residents in its largest cities are spending a historically high share of income on housing, pushing the dream of owning a home out of reach for many.
Amid renewed threats of steep US tariffs, South Korean officials are scrambling to salvage a key trade deal, with high-level talks in Washington failing to yield an immediate breakthrough.
Brookfield Infrastructure Partners capped a strong 2025 with double-digit FFO growth, a record capital recycling program, and a raised distribution. Management highlighted a massive, disciplined expansion in data infrastructure to meet AI-driven demand, forecasting a return to 10%+ growth targets.
Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.
The Malaysian software firm AppAsia Berhad (KLSE:APPASIA) is showing signs of a sustainable recovery, with key profitability metrics turning positive after years of struggle. Investors are taking note as the company begins to generate returns from reinvested capital.
Shares of industrial distributor QXO have soared over 70% in the past year, prompting investors to question if the rally has run its course. A deep dive into the valuation metrics, however, suggests the market may still be underestimating the company's cash flow potential.
Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.
Investors who backed Singapore's DBS Group Holdings half a decade ago have seen their holdings more than triple, with dividends playing a key role in the impressive total shareholder return. The bank's transition to sustained profitability aligns with its market-beating performance.
Once the engine of Venezuela's wealth, the communities around Lake Maracaibo now stand as decaying monuments to the nation's oil collapse. As a controversial U.S. plan promises a $100 billion investment, residents of the ghostly 'oil camps' are caught between desperate hope and deep-seated skepticism.
