Browsing Tag
Brazil
293 posts
CAR Group (ASX: CAR) climbs 4.77% to A$27.26 as oversold classifieds rebound from AI-driven selling
CAR Group trades at half of UBS Group's A$39.60 target while growing earnings double digits. The AI disruption thesis is starting to look overdone.
Greenlane’s Brazil bet just became more serious. Can Panasonic help TSX: GRN scale biomethane faster?
Brazil wants cheaper biomethane scale. Greenlane’s Panasonic deal tests whether local manufacturing can unlock landfill gas economics.
Suzano (NYSE: SUZ) posts BRL 4.6bn EBITDA as pulp volume record tests leverage discipline
Suzano has record pulp volume, but leverage remains heavy. The real test is whether scale can turn into durable cash flow.
Coca-Cola (KO) lifts 2026 EPS guidance after Q1 beat as price/mix slows and APAC operating income falls 14%
Coca-Cola raised 2026 EPS guidance after a Q1 beat. The harder question is whether tax cuts and a calendar tailwind are masking slower pricing power.
Haleon (HLN) Q1 2026 results: Can Sensodyne and parodontax offset weak cold and flu demand?
Haleon’s cold and flu drag is testing growth. Sensodyne, parodontax and margin discipline may decide whether HLN can regain momentum.
TotalEnergies Q1 2026 earnings beat: Adjusted net income jumps 29% to $5.4bn as Patrick Pouyanne lifts dividend 5.9% despite Middle East shutdowns
TotalEnergies posted $5.4B adjusted net income but lost 15% of production to Middle East shutdowns. Pouyanne's dividend hike answers a different question entirely.
Strait of Hormuz standoff lifts Brent past $107 as Federal Reserve, ECB, BOJ decisions loom
Iran talks stalled. Hormuz still closed. Five central banks meet this week. Brent at $107.97 is no longer a tactical move, it is a macro regime question.
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
Halliburton (NYSE: HAL) beats Q1 2026 earnings estimates by 10% as Latin America surge offsets Middle East conflict drag
Halliburton (NYSE: HAL) beat Q1 2026 EPS estimates by 10%, posting $461M net income. Latin America up 22%, Middle East down 13%. Read the full analysis.
Why USA Rare Earth, Inc.’s $2.8bn Serra Verde acquisition could reshape the non-China rare earth market
Read how USA Rare Earth’s Serra Verde acquisition could reshape heavy rare earth supply, pricing power, and Western magnet security. Read more.