Category: Research Insights

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Thales S.A.
Aerospace & Defense

Valuation Analysis: Thales S.A.

ISIN: FR0000121329

Thales presents strong half-year results 2026. Record order backlog, increasing profitability, and an improved chart picture underscore the long-term growth
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TKMS
Shipbuilding / Aerospace & Defense

Valuation Analysis: TKMS

ISIN: DE000TKMS001

TKMS as a beneficiary of European and NATO naval rearmament – with a record order backlog, Canada opportunity, and increasing
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Bayer AG
Healthcare and Agricultural Sciences

Valuation Analysis: Bayer AG

ISIN: DE000BAY0017

Bayer shows operational progress in the second quarter of 2026. Crop Science and new pharmaceutical products are strengthening the recovery,
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MercadoLibre, Inc.
Retail

Valuation Analysis: MercadoLibre, Inc.

ISIN: US58733R1023

MercadoLibre is one of the leading e-commerce and FinTech companies in Latin America. The stock impresses with strong growth, increasing
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Dassault Aviation
Aerospace & Defense

Valuation Analysis: Dassault Aviation

ISIN: FR0014004L86

Dassault Aviation benefits from rising defense spending, a record order backlog, and strong demand for Rafale fighter jets.
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Revolution Medicines
Healthcare

Valuation Analysis: Revolution Medicines

ISIN: US76155X1000

Revolution Medicines develops innovative cancer therapies against RAS mutations and is one of the leading biotechnology companies in the field
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Johnson & Johnson
Healthcare

Valuation Analysis: Johnson & Johnson

ISIN: US4781601046

Johnson & Johnson is one of the world's leading healthcare companies. The company benefits from a strong position in pharmaceuticals
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Leonardo S.p.A.
Industry

Valuation Analysis: Leonardo S.p.A.

ISIN: IT0003856405

Leonardo is one of the leading European defense groups. Record orders, rising margins, and higher NATO spending support the investment
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Palantir
Technology, Software

Valuation Analysis: Palantir Technologies

ISIN: US69608A1088

Palantir rapidly increases revenue, margins, and cash flow. The analysis highlights AI opportunities, defense business, and valuation risks.
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Eli Lilly
Healthcare

Valuation Analysis: Eli Lilly and Company

ISIN: US5324571083

Eli Lilly reported an exceptionally strong Q2 2026. Growth and higher guidance impress, but valuation, pricing pressure, and cash flow
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International Business Machines (IBM)
Technology, IT Services, and Consulting

Valuation Analysis: IBM

ISIN: US4592001014

IBM is one of the world's leading providers of enterprise AI, hybrid cloud, and IT solutions.
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NextEra Energy
Valuation Analysis

Valuation Analysis: NextEra Energy

ISIN: US65339F1012

NextEra Energy combines stable earnings from the regulated electricity business with long-term growth through renewable energy and rising electricity demand
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