Net profit fell 29% year-over-year to PLN 2.2bn due to higher tax and regulatory costs, while total income rose 1% and customer acquisition, digital engagement, and loan growth remained strong. Capital and liquidity ratios stayed robust, supporting further business development.Original document: Er…
Sweden’s Economic Tendency Indicator rose for a third straight month to 104.7 in July 2026 from an upwardly revised 102.1 in the previous month, marking the highest level since June 2022.The reading signaled a stronger-than-normal business climate, led by manufacturing, which climbed to 107.9 from…
“Cloud sales, cloud sales, cloud sales” is the new “Developers, developers, developers.”☁️ Azure Steals the Spotlight📈 Earnings Crush Expectations💰 Spending Big, Earning Bigger
Record Q2 2026 results with 15% revenue and 42% net profit growth year-over-year, driven by strong performance in construction-related segments and effective margin management despite raw material cost surges. Net debt/EBITDA improved to 1.0, with stable outlook and dividend announced.Original docu…
Net income for H1 2026 was €3,993m, with strong segment contributions and higher net banking income year-over-year. Credit risk costs rose 7%, and the Group completed major share buybacks and the sale of SG Cameroun amid ongoing geopolitical and regulatory uncertainties.Original document: Societe G…
Q2 2026 saw a 32% revenue decline and a net loss of $5.6 million, with lower sand sales and margins. Despite these challenges, utilization of the Sahara fleet remained strong, and LNG-driven demand is expected to support future growth.Original document: Source Energy Services Ltd. [SHLE] Slides Rel…
Revenue grew 2.8% year-over-year to €132.6m, driven by strong Tooling performance, while Adjusted EBIT rose 14.1% to €8.8m with a 6.6% margin. Free cash flow and net leverage improved, and new business wins and expansion in Asia supported diversification.Original document: Novem Group SA [NVM] Slid…
Net attributable profit rose 11.1% to €6,051 million in H1 2026, driven by strong net interest income and lending growth across all regions. CET1 ratio reached 12.90%, and all business areas posted profit growth, with notable gains in South America and Turkey.Original document: Banco Bilbao Vizcaya…
Sales declined 6.9% year-over-year in H1 2026 due to FX effects and SD closure, but demand for 300 mm wafers remained strong, supporting sequential growth. EBITDA margin was 21.4%, and a EUR 273 million capital increase strengthened the balance sheet. Guidance for 2026 sales was slightly raised, wi…
Total assets grew to €8.68 billion, with net profit up 28.6% to €104.3 million in H1 2026, driven by strong loan and fee income. Capital ratios remain robust after a €200 million AT1 issuance, and the Group distributed a €0.23 per share dividend. Key risks include geopolitical tensions and inflatio…
Strong profit growth and higher margins were driven by copper-led performance and portfolio simplification, with EBITDA up 35% year-over-year and ROCE rising to 19%. Integration of the Anglo Teck transaction and portfolio sales are progressing, while sustainability and safety metrics reached record…
Turkey’s seasonally adjusted unemployment rate dropped to 7.6% in June 2026 from a downwardly revised 8.1% in the previous month.It was the lowest jobless rate since the data series began in 2005, as the number of unemployed individuals decreased by 168,000 to 2.69 million.By gender, the jobless ra…
Net business profit before credit costs rose 64% year-over-year, with net income up 56% and strong contributions from fee-based businesses and gains on strategic shareholdings. Segment profits grew across wealth management, corporate, asset management, and real estate, while asset quality and capit…
Revenues surged 24% year-over-year in 1H2026, with ATM up 35% and strong margin expansion. Net income and EPS more than doubled, driven by advanced packaging and testing, while significant capex supports future growth.Original document: ASE Technology Holding Co., Ltd. [3711] Slides Release — Jul…
Net revenues grew 26.7% year-over-year to NT$191,064 million in 2Q26, with net income up to NT$21,068 million and EPS at NT$4.80. Gross and operating margins improved, while ATM segment led growth. Risks include industry cyclicality and geopolitical factors.Original document: ASE Technology Holding…
Sales surged 50% to €751 million and EBITDA rose 66%, driven by acquisitions and strong joint venture contributions, especially in Mexico. Integration of Secil and a €500 million bond issuance strengthened diversification and financial flexibility.Original document: Cementos Molins, S.A. [CMO] Earn…
Strong first-half 2026 results with 9% sales growth, 11% EBIT increase, and record £84bn backlog. Upgraded guidance projects continued double-digit growth, robust cash generation, and enhanced capital returns, supported by global defense spending and a substantial pipeline.Original document: BAE Sy…
Tech-heavy Nasdaq is now down 10% from its all-time high amid AI valuation jitters and war tremors. Latest Fed call didn’t help.📉 Fed Day Selloff🏦 Rates Stay Flat💻 Big Tech Splits the Tape
Portfolio underperformed with a -10.8% return versus benchmark +7.8%, mainly due to low resource sector exposure and specific stock downgrades. Dividend yield remains strong at 7% (fully franked), and the team maintains confidence in its long-term quality-focused strategy.Based on Mirrabooka Invest…
Revenue grew 14.8% in constant currency in H1 2026, driven by SaaS and strong new customer wins, with adjusted EBITDA up 11.4% and robust cash generation. Guidance for 2026 was raised to at least 13% revenue growth, reflecting continued commercial momentum and a strong pipeline.Based on Planisware…
