Applied Digital Corp: 1 director

A director at Applied Digital Corp sold 10,000 shares at 34.980USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

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SCOR : Bonne rentabilité sous-jacente attendue au T1

AngloAmerican Plc : Progrès dans le cuivre et initiatives stratégiques...

SMCP : Un début d’année résilient et proche des attentes

Compagnie des Alpes : T2 en ligne. Perspectives toujours bien orientée...

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Air Liquide : Résilience du business model

BP : Trading en soutien des résultats, priorité absolue au bilan

AXA : Une activité solide attendue au T1

Assa Abloy : Un T1 mixte (volumes) avant un T2 mieux orienté

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Nordic Semiconductor : Solide momentum confirmé sur le S1 2026, mais u...

Chart Industries, Inc.: Update to credit analysis; ratings remain unde...

Our credit view of this issuer reflects its geographic diversification.

Guardian US Holdco LLC (Intrado): Update to credit analysis

Our credit view of this issuer reflects its stability of 911 funding, constrained by high customer concentration risks.

Thaifoods Group (TFG TB) - Expect An Impressive Earnings Recovery qoq

Company Update | Thaifoods Group (TFG TB/BUY/Bt9.00/Target: Bt10.50) We expect TFG to report core earnings of Bt1,898m (-8.4% yoy, +49.1% qoq). The qoq improvement is expected to be driven by a strong recovery in the Vietnamese business and continued low raw material costs. TFG’s 2Q26 earnings are expected to rise qoq. We have raised our 2026-27 forecasts, driven by improving profitability and positive retail development. Maintain BUY with a higher target price of Bt10.50.

CARNEGIE MELLON UNIVERSITY, PA: Update to credit analysis

credit view of this issuer reflects its solid, above-peer operating performance with disciplined financial management, constrained by its debt structure risks.

SCG Packaging (SCGP TB) - Stronger-Than-Expected 1Q26 Net Profit

Company Update | SCG Packaging (SCGP/BUY/Bt24.30/Target: Bt31.00) SCGP reported 1Q26 net profit growth both qoq and yoy, exceeding our and consensus expectations. The strong performance was mainly driven by a robust recovery in Fajar, supported by higher selling prices as well as declines in raw material and fuel costs. 2Q26 earnings are expected to remain solid, while geopolitical risks may start to weigh on performance in 2H26. Although management believes the impact on sales will be limited, ...