Märkte
Swiss SMI slips on rising yields; Geberit earnings loom, oil climbs
Swiss benchmark down 0.13% as global bond yields hit multi-decade highs; Geberit to report half-year results. Oil rises on Hormuz Strait risks as tech stocks retreat.
SK Hynix union nears wage deal amid profit-sharing dispute
South Korean chipmaker’s labor union finalizes preliminary terms for a 10-year operating profit distribution agreement, including a 10% cash payout to workers. Approval from union members remains pending.
Wert-Anlage: So finden Anleger unterbewertete Aktien
Eine systematische Suche nach günstigen Titeln erfordert grundlegende Analyse und Geduld. Experten raten zu branchenübergreifenden Kennzahlenvergleichen und qualitativen Faktoren.
Swiss franc gains appeal for carry trades after yen intervention
Investors shift focus to the franc as a funding currency for carry trades following rare yen intervention. Swiss franc strengthens against the euro and dollar while rates remain at zero.
Guernsey court places Ceiba Investments into administration management
Royal Court of Guernsey appoints joint administrators after regulator flags undue risk. Company’s shares suspended on London’s Specialist Fund Segment.
Vibra Energia targets mining sector with premium diesel expansion
Brazilian fuel retailer launches Supera Plus diesel for mining operations after trials at Vale’s Salobo and Onça Puma mines showed fuel savings and reduced maintenance costs. Expansion planned into agribusiness, industry and logistics.
Whitehaven Coal posts A$1.25bn FY26 EBITDA as costs fall despite softer prices
Record output of 40.3 million tonnes offsets a 6% price decline, while unit costs drop to A$132 per tonne. Net profit rises to A$385m on A$5.4bn revenue.
SHAPE posts AUD 1.2 bln revenue in FY 2026, up 30% on year
Australian construction group SHAPE reported record annual revenue of AUD 1.2 billion for FY 2026, a 30% increase from the prior year. EBITDA rose 53% to AUD 50.1 million, while net profit climbed 50% to AUD 31.7 million.
South Korea’s KOSPI halts trade after 5% slide amid chip stock rout
KOSPI index briefly suspended trading after falling more than 5% as SK Hynix and Samsung led declines in semiconductor shares. U.S. chip index also dropped sharply.
Gold steadies near $4,500/oz as yields ease; Fed minutes awaited
Bullion pared losses after a sharp drop as U.S. Treasury yields declined and oil prices rose. Treasury to double buyback operations next month as Fed minutes loom.
Mirvac lifts FY2026 profit 7%, announces A$200m buyback
Australian property group Mirvac reported a 7% rise in operating profit to A$508m, while shares gained 6.6% after it guided FY2027 earnings growth and launched a A$200m on-market buyback.
Iluka’s H1 2026 cash flow jumps 115% as rare earths refinery nears completion
Mineral sands producer Iluka Resources reported a surge in operating cash flow and slashed net debt by 42% in the first half of 2026, while advancing its Eneabba rare earths refinery project toward a 2027 commissioning target.
Temple & Webster erreicht Rekordumsatzerlöse im Geschäftsjahr 26, warnt jedoch vor einem schwachen Start im Geschäftsjahr 27
Der größte Online-Möbelhändler Australiens meldete für das Geschäftsjahr 26 einen Umsatzanstieg von 11 %, wischte aber eine Verkäufe-Rückgang von 13 % im Vergleich zum Vorjahr für das Geschäftsjahr 27 aus. Die Aktien fielen um 16,6 % auf 4,21 USD, da ein zögerlicher Ausblick ausgebreitet wurde.
Energy One lifts FY2026 revenue, eyes GMSL acquisition to expand European footprint
Recurring revenue grew 17% YoY to AUD 64.6m as Energy One targets a 30% cash EBITDA run-rate by FY2027. GMSL deal, slated to close by November 2026, is expected to double its European customer base and boost EPS by 35%.
Cerebras unveils CS-4 AI chip with 30x faster inference, plans 600 MW data center buildout
Chipmaker's next-generation CS-4 system delivers up to 30 times faster inference than GPU rivals while targeting 600 MW of data center capacity by end-2025. Revenue surged 91% in the last twelve months.
CSL shares surge to six-month high on FY27 profit guidance, buyback
Australian biotech giant lifts FY27 underlying net profit forecast by 5% at constant currency, unveils A$1.1bn buyback as shares jump 5% to A$165.88.
Hansen shares drop 18% after FY26 results, FY27 transition guidance
Hansen Technologies reported AUD 120 million underlying EBITDA for FY26, up 7% on the year, but shares fell after weak FY27 outlook and executive transition details emerged.
Geely führt die an der Börse von Hong Kong notierten EV-Aktien in grundlegender Stärke an
Geely Automobile liegt mit einem ROE von 18,1%, einem P/E-Verhältnis von 10,2 und einem freien Cashflow von 54,69 Mrd. HKD in der Branche führend, während die Peer-Konzerne mit Verlusten und negativen Cashflows zu kämpfen haben.
Hansen Technologies kündigt einen Führungswechsel an, da die Margen im Geschäftsjahr 26 auf 31 % gestiegen sind
Hansen Technologies meldete für das Geschäftsjahr 26 eine unternehmensinterne EBITDA-Marge von 31%, die das Ziel von 30% übertraf, und kündigte gleichzeitig eine Übergangsphase für den Vorstandsvorsitzenden an, die ab November 2026 in Kraft treten soll. Der Ausblick für das Geschäftsjahr 27 weist darauf hin, dass die Marge sich mit zunehmenden Investitionen normalisiert.
Breville FY26 sales rise 9.7% on AI efficiency gains, direct markets drive growth
Record AUD 1.81 bln revenue reported as coffee and cooking segments post double-digit gains, with AI tools cutting operational time by up to 84%. Shares dip 3.1% on margin pressure.
Stockland posts 10.4% FFO rise, lifts FY27 guidance after strong FY26
Australia’s largest diversified property group reported a 10.4% jump in funds from operations to A$892m, with FFO per security at the top of guidance. Shares surged 14.4% on the outlook.
OpenAI’s Q2 revenue growth trails Anthropic as losses widen
OpenAI’s second-quarter revenue rose 18% sequentially to $6.7 billion, but operating losses deepened to $12.3 billion. Anthropic’s revenue more than doubled to $11.6 billion, surpassing OpenAI in the period.
Cerebras unveils AI inference server with faster chatbot response chips
New CS-4 system uses 5nm WSE-3 Turbo chips to cut AI query latency, targeting Anthropic’s Claude workloads. Hardware arrives Q3, next-gen due 2027.
Whitecap Resources sets 2026 debt target after Veren acquisition
Canadian oil producer outlines CAD 2 billion debt reduction plan and forecasts CAD 2.2 billion free cash flow in 2026 base case. Production guidance maintained at 384,000-386,000 BOE/day.
Herc Rentals appoints Erik Olsson to expanded board
Appointment adds industry veteran to nine-member board as company reports $4.4 billion in 2025 revenue and operates 607 North American locations.