Novo Nordisk is repriced as if its fundamentals have sharply deteriorated, despite strong underlying demand and market expansion drivers. NVO projects a 5-13% decline in 2026 sales and profits, mainly ...
Marubeni Corporation remains a Buy, driven by value-enhancing M&As and a strengthened A- credit rating. Recent acquisitions are indicative of a shift toward asset-light, high-ROIC businesses. MARUY ...