Friday, October 30, 2026

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SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

IQV · long

Iqvia Holdings INC

IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.

Return of the Power King

China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…

Greg Abel’s Unique Challenge

Greg Abel inherits Berkshire Hathaway’s decentralized culture and must strengthen underperforming subsidiaries without breaking the…

Haw Par Corporation Limited

Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.

The Costco of Flooring ($FND)

Floor & Decor operates 262 warehouse-format flooring stores, pairing broad in-stock hard-surface selection with design services as it gains…

QXO

QXO, Brad Jacobs’ building-materials distributor roll-up, targets rapid acquisitions and a $50 billion revenue run rate by 2032.

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