Better T&S growth fuelled optimism

In line report, but higher dividend and a software acquisition

Vermilion Compass: Weekly Equity Strategy

Chop Continues; Nasdaq 100 Testing Major Resistance We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $245 on IWM continue to hold. We see mild deterioration in market dynamics, which may provide a near-term headwind; still, MAG7 earning...

Stable quarter, but risks missing margin target

Lundin Mining Corporation: 1 director

A director at Lundin Mining Corporation bought 5,750 shares at 25.840CAD and the significance rating of the trade was 59/100. 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 ye...

Turning focus to growth again

Better margins and reduced gearing

Pure Nickel Inc. - Mergers & Acquisitions (M&A), Partnerships & Allian...

- Track your competitors’ business structure and growth strategies.

We expect flat earnings growth in Q3

Securitas : Evolution of coverage

As part of the rotation of our coverage, we are terminating the coverage with recommendation of Securitas. We will continue to follow the newsflow of the issuer in the Credit Morning. Our previous credit opinion was Positive and our previous market recommendations were Buy on SECUSS 2027 & 2029 and Neutral on SECUSS 2028 bonds. We plan to initiate the coverage of new issuers soon.

Securitas : Evolution de la couverture

Dans le cadre de la rotation du suivi de nos valeurs, nous arrêtons la couverture avec recommandation de Securitas. Nous continuerons de suivre le newsflow de cet émetteur dans le Morning crédit. Notre précédent avis crédit était Positif et nos précédentes recommandations de marché étaient Achat sur les obligations SECUBSS 2027 et 2029 et Neutre sur la souche 2028. Nous comptons prochainement initier la couverture de nouveaux émetteurs.

Margin target within reach, but at what cost?

Securitas AB: 1 director

A director at Securitas AB bought 3,500 shares at 142.600SEK and the significance rating of the trade was 63/100. 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 clearly ...

Margin beat; EBITA +2% vs cons

Keeps on improving profitability

Slight sales miss in Q1, profitability in line

Lundbeck (Buy, TP: DKK48.00) - Focus on Vyepti sales

We forecast Q1 sales c0.5% above consensus and an adj. EBITDA margin of 31.3%. We expect the strategic brands sales to rise by 18.3% YOY, including Vyepti sales of DKK913m (c2.2% above consensus). We forecast unchanged 2025 guidance for CER figures. From the pipeline, the FDA AdCom for Rexulti in PTSD is still unscheduled and the PROCEED trial has recently been expanded to additional IV doses. We reiterate our BUY, but have cut our target price to 48 (56).

Large US exposure turns into a headwind

Securitas (Buy, TP: SEK192.00) - More of the same in Q1e

We expect Q1 to show similar trends to the most recent quarters, but negative FX translation effects (strengthening SEK) still result in cuts to our 2025–2027e EPS of 4–5%. We continue to see a robust transformation case, as the journey towards the 8% profit margin target by end-2025 continues, with our H2 2025e EBITA margin now at 7.8–7.9%. We reiterate our BUY, but have lowered our target price to SEK192 (200).

Galleon Gold Corp - Company Profile and SWOT Analysis

Summary Galleon Gold Corp - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Galleon Gold Corp (Galleon Gold), formerly Pure Nickel Inc, is a mineral exploration company. It undertakes the exploration of nickel, platinum group elements (PGEs), copper, gold, silver, and associa...