Browsing Tag
RBC Capital Markets
22 posts
ASX 200 down-tape is unusually narrow, Ampol, Viva Energy, Beach Energy track crude lower
The ASX 200 finally bounced, but Woodside and Santos didn't get the memo. The laggard list is one sector deep, and that's the read worth watching.
May 1, 2026
Shell (NYSE: SHEL) to acquire ARC Resources in $16.4bn Montney bet
Shell just abandoned its 1% production growth promise. The Montney is now its growth engine, and 228 million new shares are the price.
April 27, 2026
QXO to buy TopBuild for $17bn, can Brad Jacobs build the next giant in construction supply?
QXO’s $17B TopBuild deal could reshape building products distribution in North America. Read what it means for scale, margins, and competitors.
April 20, 2026
Intertek Group (LON: ITRK) surges 12% as demerger plan reshapes the investment case
Intertek Group (LON: ITRK) surged 12% on 14 April 2026 after launching a strategic review to split into two businesses. Q1 revenue hit £838.5m. Full retail investor analysis here.
April 14, 2026
Coca-Cola (NYSE: KO) earnings on April 28: What the new CEO era means for dividend investors
Coca-Cola (KO) reports Q1 2026 earnings on April 28 under new CEO Henrique Braun. Here's what retail investors need to watch on tariffs, Zero Sugar growth, and dividends.
April 12, 2026
Why is HawkEye 360’s proposed IPO more than just another space-tech listing?
HawkEye 360 has filed for an IPO under ticker HAWK. Read why its space-based signals intelligence model could test defense-tech market appetite.
April 10, 2026
UnitedHealth Group (NYSE: UNH) faces April 21 earnings test after CMS win
UNH shares up ~10% after CMS finalises a 2.48% 2027 Medicare Advantage rate hike. Here is what retail investors need to know before April 21 earnings.
April 7, 2026
Is Canadian Natural Resources (TSX: CNQ) still worth watching now?
Canadian Natural Resources (TSX: CNQ) is heading into May earnings with strong oil tailwinds. See the next catalyst, valuation setup, and key risks.
April 5, 2026
Berkeley Group (LON: BKG) halts land buying and cuts four-year profit outlook as geopolitical headwinds reshape London housebuilding strategy
Berkeley Group (BKG) freezes land buys, cuts four-year profit to £1.4bn amid geopolitical headwinds. What it means for London housing. Read the full analysis.
April 4, 2026
Antin Infrastructure Partners buys Apollo-backed Sapphire Gas Solutions as US grid gaps drive CNG and LNG demand
Antin Infrastructure Partners acquires Sapphire Gas Solutions from Apollo funds. Why distributed CNG and LNG infrastructure is the US energy reliability play. Read more.
April 2, 2026