By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Aljazira Capital Upgrades Dr. Sulaiman Al Habib After Strong Q2 Profit Beat
Saudi brokerage Aljazira Capital upgraded Dr. Sulaiman Al Habib Medical Services to Overweight after Q2-26 net profit rose 12.1% to 663 mill
Indian Markets Rally as Oil Slide Eases Import Cost Worries
Indian stocks, the rupee, and government bonds all rallied Monday after crude oil prices fell sharply. The move followed a weekend pause in
Spain's Acciona Energia Sells Wind Assets, Sabadell Launches Buyback in Busy Monday
Spain's corporate calendar was packed Monday as Acciona Energia sold €432 million of wind assets to Galp and Banco Sabadell launched a €331
Japan Metropolitan Fund Refinances ¥5.35 Billion Debt with New Syndicated Loans
Japan Metropolitan Fund Investment has refinanced ¥5.35 billion in debt due July 31 with a new syndicated loan package. The floating-rate lo
Invincible Investment's Japan Hotels See June Revenue Dip as Cayman Properties Surge
Invincible Investment's Japan hotel portfolio hit a soft patch in June, with gross revenue falling 1.9% and RevPAR sliding 4%. In contrast,
Anson Resources Expands Utah Lithium Project with New Mineral Rights Application
Anson Resources has applied for new mineral rights at its Green River Lithium Project in Utah, seeking to expand the project area by 5.4% an
Hitachi aims for fully AI-run software development by 2028
Hitachi is betting on agentic AI to automate every step of building enterprise software. The company aims to reach 100% AI-driven developmen
Copper Holds Steady as Oil Eases and Stockpiles Shrink Ahead of Fed Decision
Copper prices held firm as oil cooled on a tentative US-Iran pause and the dollar dipped. Inventories fell to multi-month lows, tightening s
Frasers Group reportedly wants its CEO to lead Hugo Boss as takeover bid lingers
Frasers Group is reportedly exploring a CEO switch at Hugo Boss, aiming to install its own CEO Michael Murray. The UK retailer's all-cash €3
Malaysian palm oil futures fall as rival oils and crude decline
Malaysian palm oil futures fell on Tuesday, with the benchmark October contract dropping 0.83% to 4,683 ringgit a ton. A stronger ringgit an
Iron ore prices wobble as China's steel margins shrink and stimulus hopes linger
Iron ore prices have turned choppy as China's steel mills cut production due to weaker demand and thinner profits. Traders are watching for
Myer shares tumble 12% as Australian shoppers pull back on spending
Myer shares slid as much as 12% after the retailer said June and July sales fell month-on-month. Deeper discounts weren't enough to spark de