Browsing Tag
Morningstar
21 posts
Regis Resources (ASX: RRL) climbs as A$1.1bn cash build and Iran war gold premium support thesis
Regis Resources just hit A$1.13bn cash and bullion. The Iran war is keeping gold bid. The unhedged exposure cuts both ways. The Q4 print is the test.
Iperionx (ASX: IPX) shares climb as Virginia 24/7 titanium production ramps and Pentagon backing builds
The US is 100% reliant on imported titanium sponge. China controls 67% of global production. Iperionx is the Pentagon-backed bet to fix that.
Mercury NZ (ASX: MCY) shares climb as hydro surge lifts FY2026 EBITDAF guidance to NZ$1.05bn
Mercury NZ runs only renewables. Hydro inflows are well above average. EBITDAF guidance just got lifted to NZ$1.05bn. The mean reversion question is when, not if.
Equinor (OSE: EQNR) bets NOK 17bn that Norwegian wells can hold the line on European energy security
Norway has no spare capacity left. Equinor's NOK 17 billion bet on Baker Hughes, Halliburton, and SLB is what Europe's energy security now depends on.
Mirum Pharmaceuticals (NASDAQ: MIRM) jumps 13% after VISTAS Phase 2b PSC win
Two Phase 2b wins in seven days. A pre-NDA meeting this summer. Mirum is starting to look less like a single-product rare disease story.
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.
PainChek just unlocked US Medicare reimbursement. Here’s what the ASX: PCK bull case looks like now
PainChek (ASX: PCK) has FDA clearance and a 30,000-bed US pipeline. Here's what the RTM reimbursement pathway means for retail investors watching PCK.
SSE plc lifts full-year EPS guidance as £33bn investment plan advances ahead of schedule
SSE plc raises EPS guidance to 147-152p, accelerates network investment 60%, and confirms 14.5 TWh renewables output. Read what it means for investors.
Morningstar (NASDAQ: MORN) to acquire CRSP in $375m deal, redefining index provider landscape
Morningstar’s $375M acquisition of CRSP reshapes the U.S. index provider market. Find out how this deal impacts ETFs, investors, and rivals.
VanEck pulls plug on MOTE and MGRO ETFs—what it means for ESG and growth investors
VanEck to liquidate MOTE and MGRO ETFs by September 2025 amid AUM and investor interest review. Find out what it means for shareholders and ETF markets.