Research index

Research

Durable archives for company coverage, markets, sectors, and investment themes. Each hub links the dated editions that belong to it.

154 editions published.

Company archives

Market archives

Australian Securities Exchange90 editionsSource-cited research on Australian Securities Exchange-listed companies: dated deep dives and session briefs.New York Stock Exchange18 editionsSource-cited research on New York Stock Exchange-listed companies: dated deep dives and session briefs.Nasdaq17 editionsSource-cited research on Nasdaq-listed companies: dated deep dives and session briefs.London Stock Exchange15 editionsSource-cited research on London Stock Exchange-listed companies: dated deep dives and session briefs.Deutsche Börse Xetra6 editionsSource-cited research on Deutsche Börse Xetra-listed companies: dated deep dives and session briefs.Euronext Paris4 editionsSource-cited research on Euronext Paris-listed companies: dated deep dives and session briefs.Euronext Amsterdam4 editionsSource-cited research on Euronext Amsterdam-listed companies: dated deep dives and session briefs.

Sector archives

Theme archives

Lithium3 editionsSource-cited lithium research covering spodumene pricing, cost curves, debt, and producer economics.BNPL1 editionSource-cited BNPL research covering credit losses, funding costs, and merchant economics.

Latest research

29 Aug 2026Elastic's 19% rally outran a $24 million GAAP operating lossElastic N.V. (NYSE:ESTC) rallied 19.3% after cRPO accelerated. The filed economics show how much cash conversion the new price assumes. NYSE:ESTC · Information Technology · 11:27am AEST
29 Aug 2026Marvell fell 10.3% because Google's $120 billion ceiling starts smallMarvell Technology, Inc. (NASDAQ:MRVL) fell 10.3% despite a raised outlook. The Google warrant shows why its $190 billion value demands fiscal 2029 cash. NASDAQ:MRVL · Information Technology · 9:05am AEST
29 Aug 2026Watkin Jones's £61 million cash exceeds its equity value. Delayed sales explain whyWatkin Jones plc (LSE:WJG) fell 14.4% as forward sales slipped. Its £61m net-cash headline does not settle what owners can claim. LSE:WJG · Real Estate · 7:09am AEST
29 Aug 2026McBride's Vestacy-led £170 million programme comes with a £25 million debt peakMcBride plc (LSE:MCB) jumped 23.1% on a £170m manufacturing partnership. The filings show why a £25m debt peak leaves little room for a slow ramp. LSE:MCB · Consumer Staples · 5:20am AEST
28 Aug 2026A$475 million cash, A$81 million ring-fenced: St Barbara's capital-return forkSt Barbara (ASX:SBM) jumped 20.3% after a 5-cent dividend and buy-back signal. A$81 million of its A$475 million cash remains ring-fenced. ASX:SBM · Materials · 9:13pm AEST
28 Aug 2026Dicker Data's A$2.1 billion half leaves H2 near a 3.4% marginDicker Data (ASX:DDR) jumped 20.7% after H1 profit rose 54%; FY26 guidance implies the next half's PBT margin slips near 3.4%. ASX:DDR · Information Technology · 6:49pm AEST
28 Aug 2026Salesforce borrowed $25 billion to retire 103 million sharesSalesforce, Inc. (NYSE:CRM) rose 22.6% after Q2 bookings accelerated; the balance sheet shows what its 103 million-share buyback cost. NYSE:CRM · Information Technology · 11:28am AEST
28 Aug 2026CrowdStrike's $377 million cash flow trailed $399 million of stock payCrowdStrike Holdings (NASDAQ:CRWD) jumped 20.5% on record net-new ARR; owner cash must now support a $39.5 billion rerating. NASDAQ:CRWD · Information Technology · 9:05am AEST
28 Aug 2026GFT gained €89 million on a Deutsche Bank contract with no priceGFT Technologies SE (XETRA:GFT) jumped 15.1% after Deutsche Bank named it for a core-banking overhaul. The missing contract economics decide whether the move holds up. XETRA:GFT · Information Technology · 7:33am AEST
28 Aug 2026Eiffage lost €853 million on traffic; contracting tells a different storyEiffage (EURONEXT-PARIS:FGR) fell 7.4% after weak motorway traffic. The price now assumes a longer APRR slowdown than the half-year result proves. EURONEXT-PARIS:FGR · Industrials · 5:30am AEST
27 Aug 2026Honeymoon's smaller resource leaves Boss leaning on US$90 uraniumBoss Energy (ASX:BOE) fell 16.53% after Honeymoon's resource fell 42%. The post-fall price still leans on uranium above the study's US$90 case. ASX:BOE · Energy · 9:11pm AEST
27 Aug 2026Ramsay's theatres ran fuller while return on capital stopped at 4.6%Ramsay Health Care (ASX:RHC) rallied 13.7% as Australian hospital margins recovered. The numbers show how much of the turnaround A$50.06 now assumes. ASX:RHC · Health Care · 6:54pm AEST