by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Executive Summary As of August 14, 2025, the EU and U.S. agreed to a 15% tariff on autos and auto parts, easing worst-case scenarios but still weighing on profitability. Volkswagen (VOW) expects a €1.3 bn drag in H1 and has guided FY operating margin to 4–5%. 2....
by Alexandre Deballe | Aug 13, 2025 | Investment Analysis
AbCellera: Pioneering the Future of Antibody Discovery How this biotech innovator is accelerating drug development through AI and cutting-edge antibody platforms. AbCellera Biologics is breaking new ground in the biotech space by harnessing artificial intelligence and...
by Alexandre Deballe | Aug 12, 2025 | Investment Analysis
Introduction Tidewater Inc. stands as the world’s largest operator of offshore service vessels (OSVs), playing a pivotal role in the global energy sector by supporting offshore oil and gas exploration and production projects across nearly every major deepwater basin....
by Alexandre Deballe | Aug 8, 2025 | Investment Analysis
Introduction & Hook – Renew Holdings plc Renew Holdings plc is a UK-based engineering services group that delivers critical maintenance, renewal, and engineering support for the nation’s most essential infrastructure. Unlike speculative construction...
by Alexandre Deballe | Aug 7, 2025 | Investment Analysis
Ticker: BOW (NYSE) Headquarters: New York, NY Market Cap : $1.05B Price : $32.10 Introduction – Why Bowhead Deserves a Look In a world marked by rising global tensions and renewed great-power competition, defense priorities are rapidly evolving. Nations are ramping up...
