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...
by Alexandre Deballe | Aug 6, 2025 | Investment Analysis
Introduction – Poland’s Hidden ESG Compounder Mo‑Bruk has delivered 20% revenue growth in 2024, while simultaneously expanding EBITDA and overall profitability thanks to comprehensive modernization and efficiency investments. Yet, despite these standout operational...
by Alexandre Deballe | Aug 5, 2025 | Investment Analysis
Ticker: OUST Exchange: NYSE Sector: Advanced Sensors / Mobility Tech Price : $24 Market Cap : $1.31B Introduction: A Physical AI Stock Breaking Out Ouster isn’t just another LiDAR hardware maker—it’s evolving into a software-anchored LiDAR powerhouse. Powered by its...
by Alexandre Deballe | Aug 4, 2025 | Investment Analysis
Company Overview Ticker: LMND Exchange: NYSE Sector: Fintech / Insurtech Market Cap : $2.7B Price : $36.96 Intro – A Disruptor Under Scrutiny Lemonade has always been a Wall Street wildcard. In 2025, it’s turning heads again—posting breakout growth and...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Tariffs Shake Metals Markets On August 1, the U.S. imposed 50% tariffs on semi-finished copper imports from 69 countries. As a leading copper producer with a strong U.S. presence, Freeport‑McMoRan (NYSE: FCX) faces rising domestic production costs and...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Unleashes Trade Shock On August 1, 2025, President Trump issued a sweeping executive order imposing new tariffs of 10% to 41% on imports from 69 countries, including major partners like Canada (35%), Brazil (50%), India (25%), Taiwan (20%), and Switzerland (39%)....
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Navigating Transatlantic Trade Noise Despite escalating U.S. trade tariffs across many sectors, the July 27 U.S.–EU trade framework includes a zero-tariff exemption for aircraft and parts, shielding the aviation sector. Lufthansa Group, deeply dependent on...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
A Trade Deal Lifeline for Aerospace The newly struck U.S.–EU trade framework, announced July 27 in Scotland, imposes a 15% general tariff on EU goods but importantly excludes aerospace products, including aircraft, components, and engines. This exemption provides...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Policy Shift Targets Auto Sector Emissions The European Commission has unveiled a new set of stringent emission standards—informally dubbed “Euro 8”—accelerating the regulatory clampdown on CO₂ emissions for automakers. The policy mandates a 40% reduction in...
