Novonesis reports third quarter results led by food unit

More in Business

• Nykaa gets a margin makeover, but risks remain

  FSN E-Commerce Ventures delivered strong earnings growth fueled by expanding customer numbers and higher operating leverage, driving the stock to a new 52-week peak. However, sustained margin acceleration faces pressure from intense market competition and the lower-margin Superstore B2B distribution business. Elevated valuation multiples leave the company with little room for operational missteps going forward.

  1 min read
• From tanks to drones: South Korea’s defense firms face a new battlefield test

  Global military suppliers based in Seoul are seeing substantial valuation pullbacks driven by weak quarterly earnings, currency pressures, and capital shifts into semiconductors. Markets are growing wary of traditional artillery and armored vehicle manufacturers as modern conflicts increasingly prioritize low-cost unmanned platforms. Still, long-term fundamentals remain supported by ongoing international deals and heavy investments into modern drone technologies.

  3 min read
• Boeing’s factories stall, yet this aviation supplier’s orders jumped 49%

  Demand for aerospace components is surging across the broader manufacturing sector despite severe operational disruptions at major aircraft assembly facilities. Commercial aviation partners are securing critical parts ahead of anticipated production rebounds. This counterintuitive trend reflects strong underlying needs across airline supply chains globally.

  1 min read