Browsing Tag
Jefferies
49 posts
Diageo (LSE: DGE) gains 1.5% as insider buying and Q3 recovery momentum extend the turnaround narrative
Diageo's 0.3% Q3 growth was minimal. But it was the first positive print in a year, and the August strategy update is where the real test begins.
Scout24 (ETR: G24) stock pops as ImmoScout24 owner unveils Agentic OS and lifts targets
Online classifieds are supposed to be losing to AI. Scout24 just turned that thesis around with immo.ai, an Agentic OS, and a 64% margin target by 2028.
CSL (ASX: CSL) crashes 17.7% to A$98.59 after FY26 guidance cut and $5bn impairments
CSL cut FY26 NPATA to US$3.1 billion and flagged US$5 billion in impairments. The third downgrade in ten months is repricing the entire ASX healthcare sector.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
Royal Enfield posts 31% April surge as Eicher Motors steadies near Rs 7,275 ahead of May 8 Q4 print (NSE: EICHERMOT)
Royal Enfield just posted its biggest April ever. Q4 results land Thursday. The market is pricing one and ignoring the other.
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?
Adani Ports breaks out at record Rs 1,747 as 500 MMT milestone meets Hormuz reroute trade (NSE: ADANIPORTS)
The Strait of Hormuz is running at 5% of pre-war traffic. Adani Ports just printed a record ₹1,747. The two stories are the same story.
Pharma M&A trends 2026: Why $1.3tn in firepower is meeting the steepest patent cliff in industry history
Big pharma has $1.3 trillion to deploy and $230 billion in revenue going off-patent by 2030. The 2026 deal map shows where the panic is real.
Can Irenic Acquisition turn a $220m blank-check IPO into an aerospace deal winner?
Irenic’s $220M SPAC puts activist capital into aerospace and defense. See why target selection may decide the real upside.
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.