Browsing Tag
UBS
42 posts
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Lloyds (LSE: LLOY) drops 3.6% on FTSE 100’s heaviest volume as gilt yields and politics hit UK banks
Lloyds was the heaviest-traded stock on the FTSE 100 today with no company news. Gilt yields at 30-year highs and a Starmer crisis did the work instead.
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.
Westpac shares run 3.1% as HY26 result and dividend chase fuel WBC bid
Westpac just delivered A$3.4bn profit and a 77c franked dividend. Brokers are still split between A$31 and A$40. The market has picked a side.
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
Why Cochlear (ASX: COH) is bouncing despite a 40.5% drop since the April FY26 downgrade
Cochlear bounced 2.31% today, but the stock sits 40% below pre-downgrade levels. The August FY26 result is where management's recovery thesis either holds or breaks.
Why UBS sees Gildan Activewear Inc. (GIL) as a post-HanesBrands earnings compounder
Gildan’s HanesBrands deal could reset apparel margins. Can integration discipline turn UBS’s 77% upside case into reality?
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.
FORVIA agrees to sell Interiors unit to Apollo Funds for €1.8bn in IGNITE strategy push
FORVIA to sell Interiors to Apollo at 3.1x EBITDA. The €1.82bn deal cuts debt by €1bn but reveals how cheaply European suppliers must now sell scale.
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.