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Single names, sectors, valuations and the trades behind the tape, explained in plain language.

Philip Morris doubles down on Zyn with $1.2 billion Colorado expansion
Stocks

Philip Morris doubles down on Zyn with $1.2 billion Colorado expansion

Philip Morris International is expanding its Aurora, Colorado campus with a $1.2 billion investment through 2028, doubling its original plan

Marcus Devlin ·
Hedge funds pile into US healthcare stocks as AI drug discovery gains traction
Stocks

Hedge funds pile into US healthcare stocks as AI drug discovery gains traction

Hedge funds are piling back into US healthcare stocks, with Goldman Sachs reporting net exposure near a five-year high. The surge is led by

Eleanor Whitfield ·
Berenberg raises Poste Italiane target after strong Q2 and new plan
Stocks

Berenberg raises Poste Italiane target after strong Q2 and new plan

Berenberg raised its price target for Poste Italiane to €32.90 after the company posted strong second-quarter results and unveiled a new str

Eleanor Whitfield ·
Vodacom's Safaricom Control Boosts Revenue Target, Cuts Dividend Payout
Stocks

Vodacom's Safaricom Control Boosts Revenue Target, Cuts Dividend Payout

Vodacom now controls Kenya's Safaricom with a 55% stake, lifting its long-term revenue target above 300 billion rand. The telecom group also

Marcus Devlin ·
Berenberg Lifts Generali Price Target on Reserve Cushion for Natural Disasters
Stocks

Berenberg Lifts Generali Price Target on Reserve Cushion for Natural Disasters

Berenberg lifted its price target for Assicurazioni Generali to €73 from €71, highlighting the insurer's ability to smooth out natural disas

Eleanor Whitfield ·
Aljazira Capital Upgrades Dr. Sulaiman Al Habib After Strong Q2 Profit Beat
Stocks

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

Marcus Devlin ·
Tata Consumer's newer brands surge 47% in Q1, driving stock higher
Stocks

Tata Consumer's newer brands surge 47% in Q1, driving stock higher

Tata Consumer Products' newer brands grew 47% in Q1, pushing shares up 2%. The company's growth businesses now account for a larger share of

Eleanor Whitfield ·
Anson Resources Expands Utah Lithium Project with New Mineral Rights Application
Stocks

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

Marcus Devlin ·
Metals X Shares Rise 4% as Renison Tin Output Edges Higher in Q2
Stocks

Metals X Shares Rise 4% as Renison Tin Output Edges Higher in Q2

Metals X said its Renison tin joint venture in Tasmania produced 2,809 tonnes of tin-in-concentrate in Q2, up slightly from the prior quarte

Eleanor Whitfield ·
Frasers Group reportedly wants its CEO to lead Hugo Boss as takeover bid lingers
Stocks

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

Marcus Devlin ·
Ballard Mining Hits Record Gold Grades at Mt Ida, Eyes Mining Lease
Stocks

Ballard Mining Hits Record Gold Grades at Mt Ida, Eyes Mining Lease

Ballard Mining has announced record gold grades from drilling at its Mt Ida project in Western Australia. A 9-meter intercept returned 27.1

Eleanor Whitfield ·
Myer shares tumble 12% as Australian shoppers pull back on spending
Stocks

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

Marcus Devlin ·