Primer: Haleon (HLN LN) - Sep 2025
Haleon is a global leader in consumer healthcare with a portfolio of world-class brands, well-positioned to capitalize on long-term growth...
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Dr. Reddy's Laboratories (DRRD IN): Soft US Performance Drags Margin; New Launches to Bring Respite?
Dr. Reddy's Laboratories sees 14% YoY profit growth in Q2FY26, but faces challenges with declining North America revenue impacting margins. Future...
136 Views
Europe Reasserted: Consensus Builds as Europe Reclaims Ground from the U.S.
Regional rotation places Developed Europe as a clear consensus overweight among active Global equity funds, with over 90% of funds positioned ahead...
454 Views
Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
318 Views
Dr. Reddy's Laboratories (DRRD IN): Q3FY25 Result- Subdued US Business Dents Margin; Somber Outlook
Dr. Reddy's Laboratories reports stagnant US revenue in Q3FY25, dragged by lower contribution from Lenalidomide. Lack of growth catalysts...
649 Views