Browsing Tag
UBS
46 posts
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?
May 4, 2026
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
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.
April 28, 2026
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.
April 22, 2026
Is Revolve Group (NYSE: RVLV) setting up for a real Q1 breakout on May 5?
Revolve Group (NYSE: RVLV) heads into May 5 earnings with momentum, margin strength and short interest. Read what could move the stock next.
April 17, 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
DocuSign stock and IAM platform: What DOCU retail investors need to know in 2026
DocuSign reported $3.2B in fiscal 2026 revenue with IAM platform growth accelerating. Here is what investors and enterprise buyers need to know now.
April 11, 2026
Antofagasta (LON: ANTO): The 2027 production step-change that analysts are debating right now
Antofagasta (LON: ANTO) posted record EBITDA in 2025 as two major Chilean mine expansions target completion in 2027. Here is what retail investors need to know.
April 8, 2026
Eternal (NSE: ETERNAL): Can Blinkit carry the whole company into profit?
Eternal (NSE: ETERNAL) is trading 37% off its October peak. Blinkit just hit EBITDA breakeven. Here is what retail investors need to watch before Q4 FY26 results.
April 4, 2026