Deep Dives

Financial Services · United States · $37.3B

The most recent (Q1 2026) is within 32 days of today; the four-call window covers a full fiscal year.

26 May 2026

Communication Services · United States · $4.6T

Alphabet is the holding company that owns Google. Strip away the conglomerate scaffolding and the business reduces to a simple, brutal logic: own the front door to information for several billion p...

26 May 2026

Industrials · United States · $92.7B

General Dynamics builds the most expensive, most regulated, hardest-to-replace things a nation buys: nuclear-powered submarines, main battle tanks, military communications networks, and ultra-long-...

25 May 2026

Communication Services · Poland · $165M

Ten Square Games (TSG) makes free-to-play mobile games. The way they make money is simple.

25 May 2026

Healthcare · Denmark · $865M

Gubra is a Danish biotech and preclinical contract research organisation (CRO) headquartered in Hørsholm, north of Copenhagen, that does two things commercially and one thing intellectually.

25 May 2026

Industrials · Switzerland · $406M

Orell Füssli is a 506-year-old Swiss printer that has, over five centuries, mutated into something genuinely unusual: a sub-CHF 300m revenue conglomerate that simultaneously prints the Swiss franc,...

25 May 2026

Healthcare · Switzerland · $344.6B

1. Q1 2026 sales update - 23 April 2026 2. FY 2025 results - 29 January 2026 3. Q3 2025 sales update - 23 October 2025 4. H1 2025 results - 24 July 2025

25 May 2026

Healthcare · Switzerland · $3.1B

BB Biotech AG is a Swiss-listed investment company that does one thing: it owns shares in publicly traded biotech drug developers. It is not a drug company.

25 May 2026

Industrials · Germany · $8.6B

RATIONAL makes the boxes that cook the food in the back of restaurants, school canteens, hospital kitchens, hotel banquet halls, gas-station food counters, and corporate cafeterias around the world.

24 May 2026

Basic Materials · United States · $114.9B

Newmont digs gold out of the ground, processes it into doré bars, and sells it. That is the business at its simplest.

24 May 2026

Technology · Netherlands · $79.9B

NXP makes the semiconductors that quietly run two things you interact with every day: the modern car and the tap-to-pay terminal.

24 May 2026

Technology · United States · $193.4B

Analog Devices makes the chips that translate the physical world into the digital world.

24 May 2026

Technology · United States · $251.0B

Qualcomm sells two things: chips that run things, and patents that other people pay royalties on.

24 May 2026

Technology · United States · $21.4B

Akamai operates a globally distributed network of roughly 4,400 points of presence (PoPs) in 700-plus cities, sitting one network hop away from most of the world's internet users.

24 May 2026

Technology · United States · $191.7B

Dell Technologies is, at its core, a builder and seller of computing infrastructure.

23 May 2026

Technology · United States · $2.8B

The problem Penguin Solutions solves is the gap between "a company decides to run AI" and "a company is actually running AI in production." Buying NVIDIA GPUs is not deploying AI.

23 May 2026

Technology · United States · $3.1B

Innodata does one thing at the foundation of the modern AI economy: it makes AI models work better.

23 May 2026

Industrials · France · $78.0B

Vinci SA is a French infrastructure conglomerate built around a single founding conviction: the best way to profit from infrastructure is not just to build it, but to keep it.

23 May 2026

Industrials · Japan · $1.7B

Taikisha is a Japanese engineering contractor that builds two specific types of highly controlled environments: the mechanical systems that regulate air quality inside buildings and factories, and ...

23 May 2026

Consumer Defensive · China · $425M

Natural Food International Holding Limited is a Hong Kong-listed company that reports semi-annually and does not conduct Western-style earnings conference calls with live transcripts.

23 May 2026

Consumer Cyclical · Japan · $122.9B

In 1949, a man named Hitoshi Yanai opened a small menswear shop called Men's Shop Ogori Shoji in Ube City, Yamaguchi Prefecture, in southwestern Japan.

23 May 2026

Healthcare · Canada · $227M

Medical Facilities Corporation (MFC) is a Canadian holding company that owns controlling interests in specialty surgical hospitals in the United States.

23 May 2026

Industrials · Norway · $839M

Sentia is a Nordic construction group that builds large, complex structures - hospitals, universities, government buildings, airports, cultural centres, and data centres - primarily for public sect...

23 May 2026

Healthcare · Italy · $1.1B

1. H1 2024 results webinar — September 25-26, 2024 2. FY2024 annual results call — April 2, 2025 3. H1 2025 results webinar — September 23-26, 2025 4.

23 May 2026

Consumer Cyclical · China · $584M

Xin Point Holdings Limited is listed on the Hong Kong Stock Exchange and does not hold quarterly earnings calls in the Western sense.

23 May 2026

Industrials · Norway · $3.4B

DOF Group ASA owns a fleet of offshore support vessels and sends those ships - along with the engineers, ROV pilots, saturation divers, and project managers aboard them - to maintain, build, and in...

22 May 2026

Healthcare · Switzerland · $18.3B

Straumann makes the components a dentist implants into your jaw to replace a missing tooth. That is the simplest version. The complete version is more interesting.

22 May 2026

Communication Services · United States · $36.0B

The four most recent earnings calls used for this report are: Q1 2025 (May 9, 2025), Q2 2025 (August 25, 2025), Q3 2025 (November 6, 2025), and Q4 2025 (March 2, 2026).

22 May 2026

Financial Services · United States · $6.8B

In 1982, a 25-year-old Chicago analyst named Joe Mansueto was trying to research mutual funds and found it nearly impossible.

22 May 2026

Financial Services · United States · $42.8B

MSCI is financial infrastructure. Not infrastructure in the loose marketing sense - infrastructure in the literal sense that the global investment industry built its standard of measurement on top ...

22 May 2026

Technology · France · $7.4B

Soitec makes the wafer that sits underneath the chip. Not the chip itself - the engineered starting material that every semiconductor fab receives before it begins etching transistors.

22 May 2026

Technology · South Korea · $168M

Nice Information & Telecommunication is a Korean KOSDAQ company. It does not hold Western-style earnings calls with published transcripts.

22 May 2026

Technology · Hong Kong · $271M

Azeus Systems Holdings is a Hong Kong-headquartered software and IT services company that has spent three decades building the trust infrastructure that institutions need to put their most sensitiv...

22 May 2026

Industrials · Japan · $19.3B

Kubota Corporation makes the machinery that grows rice, the pipes that deliver drinking water, and the mini excavators that dig trenches in tight urban spaces.

21 May 2026

Technology · Japan · $81.7B

Murata Manufacturing is a Japanese maker of electronic components built from fine ceramics.

21 May 2026

Consumer Defensive · South Korea · $6.5B

Samyang Foods makes instant noodles. That is the shortest and most accurate description of the business. But describing it that way misses nearly everything that makes this company interesting.

21 May 2026

Consumer Cyclical · Spain · $3.1B

Vidrala makes glass bottles and jars. That is the plain-language truth of it. Wine bottles, beer bottles, olive oil bottles, cider bottles, spirit bottles, sauce jars, juice bottles - any glass con...

21 May 2026

Basic Materials · Singapore · $594M

This report draws on four results briefings as Straits Trading reports semi-annually (no quarterly calls):

21 May 2026

Basic Materials · Canada · $164M

Palisades Goldcorp Ltd. is a publicly traded investment vehicle that buys positions in early-stage and pre-IPO junior mining companies - primarily gold and uranium explorers - at discounted prices ...

19 May 2026

Real Estate · China · $180M

HK-listed companies report semi-annually, not quarterly. The four "reporting periods" treated as equivalent to concalls in this report are: FY2025 Annual Results (announced March 27, 2026), H1 2025...

19 May 2026

Consumer Cyclical · Hong Kong · $203M

Oriental Watch Holdings Limited is a luxury watch retailer. It buys watches from brand manufacturers at wholesale and sells them through upscale retail stores to end consumers.

19 May 2026

Basic Materials · Mauritius · $1.3B

Alphamin Resources mines tin. Not metaphorically - that is the entire business. The company operates two underground tin mines at the Bisie complex in North Kivu Province, eastern Democratic Republ...

19 May 2026

Industrials · Sweden · $231M

ByggPartner Gruppen AB is a Swedish regional construction contractor that builds the buildings public authorities commission and industrial companies need built, but cannot easily procure without a...

19 May 2026

Financial Services · Sweden · $23.4B

Industrivärden is a Swedish listed investment holding company that takes concentrated, long-term ownership positions in a small number of large, listed Scandinavian companies and then works activel...

19 May 2026

Financial Services · Sweden · $731M

Investment AB Öresund is a Swedish closed-end investment holding company listed on Nasdaq Stockholm.

19 May 2026

Technology · Japan · $480M

Daitron is an Osaka-based company that refuses to be categorized as simply a trading house or simply a manufacturer - it is deliberately both at once. Founded in 1952 as Daito Electron Co., Ltd.

19 May 2026

Industrials · Spain · $319M

Research note on reporting methodology: Azkoyen is a Spanish small-cap listed on the BME Madrid Continuous Market.

19 May 2026

Consumer Cyclical · United Kingdom · $91M

Colefax Group is a British designer and distributor of luxury furnishing fabrics and wallpapers, with a complementary high-end interior decorating practice.

19 May 2026

Consumer Cyclical · Mexico · $324M

Consorcio ARA is Mexico's oldest continuously operating publicly traded homebuilder.

19 May 2026

Real Estate · Taiwan · $128M

Allmind Holdings Corporation builds residential and commercial real estate in southern Taiwan, then sells or delivers finished units to buyers. That is the core of what this company does today.

19 May 2026

Industrials · Poland · $157M

Votum S.A. is a Polish legal-services holding company that makes its money by winning money for other people.

19 May 2026

Consumer Defensive · Mexico · $1.1B

Grupo Herdez makes, distributes, and licenses the Mexican pantry. Walk into any Mexican home - urban apartment or rural village - and you will find a Herdez salsa on the counter, a Del Fuerte tomat...

19 May 2026

Technology · Finland · $150M

Tecnotree is a Finnish software company that builds and operates the billing, charging, and customer management systems that sit at the heart of every telecom operator's revenue machine.

19 May 2026

Communication Services · Denmark · $275M

PARKEN Sport & Entertainment A/S is a Danish holding company that owns F.C. Copenhagen - the country's most successful football club - alongside Lalandia, Scandinavia's most visited indoor holiday ...

19 May 2026

Consumer Cyclical · Canada · $293M

Kits Eyecare is a vertically integrated, digital-first optical retailer based in Vancouver, British Columbia.

18 May 2026

Technology · Hong Kong · $1.1B

Plover Bay Technologies builds routers. Not ordinary routers - the kind that hold a connection together when the primary link goes down, when the ship is rolling, when the ambulance is racing throu...

18 May 2026

Consumer Cyclical · Japan · $526M

T.RAD Co., Ltd. is a Japanese company that makes heat exchangers - devices that transfer thermal energy between fluids to manage temperature in engines, batteries, motors, and industrial machines.

18 May 2026

Technology · United States · $147.3B

Salesforce builds and sells software that helps companies manage their relationships with customers.

18 May 2026

Consumer Defensive · Spain · $177M

Naturhouse is a Spanish franchise retailer that sells herbal supplements, dietary food products, and body care cosmetics through a network of small, professionally-staffed nutrition centres.

18 May 2026

Healthcare · Belgium · $1.8B

Galapagos NV - as of May 8, 2026 legally renamed Lakefront Biotherapeutics NV - is a Belgian biotechnology company headquartered in Mechelen that has undergone one of the more dramatic identity cri...

18 May 2026

Healthcare · Spain · $261M

In 1870, a pharmacist named Pedro Prim opened an orthopedic supplies shop on Calle del Barquillo in Madrid. The city was growing. Hospitals were rudimentary.

18 May 2026

Healthcare · Germany · $1.6B

Drägerwerk makes equipment that keeps people alive when their environment cannot. A premature infant in an ICU in Munich, a firefighter breathing inside a burning oil refinery in Houston, a miner i...

17 May 2026

Industrials · South Korea · $5.7B

Sanil Electric makes transformers. Not all transformers - the ones that most manufacturers would rather not bother with.

17 May 2026

Basic Materials · France · $121.2B

In 1902, a French engineer named Georges Claude solved a commercially irrelevant problem: how to cool air to below minus 190 degrees Celsius and then fractionally distill it to separate the oxygen ...

17 May 2026

Basic Materials · United Kingdom · $239.3B

Carl von Linde was a professor of theoretical mechanical engineering at the Munich Technical University when, in 1876, he designed the first practical vapor-compression refrigeration machine.

17 May 2026

Financial Services · Malaysia · $23.4B

Public Bank Berhad is Malaysia's third-largest bank by total assets and, by most measures that matter, its best-run one.

16 May 2026

Technology · United States · $328.1B

Palantir builds software that turns fragmented, incompatible enterprise data into operational decisions at scale - for governments fighting wars and for corporations trying to run their businesses.

16 May 2026

Technology · United States · $82.5B

Ciena Corporation builds the equipment, software, and components that move data at the speed of light - literally.

16 May 2026

Basic Materials · Canada · $645M

Thor Explorations is a gold mining and exploration company operating entirely in West Africa.

16 May 2026

Consumer Defensive · Malaysia · $3.4B

QL Resources makes protein. Eggs, surimi sticks, fishmeal, broiler chickens, and the ready-to-eat bento boxes sold at FamilyMart convenience stores across Malaysia - all of it flows from one family...

15 May 2026

Healthcare · Singapore · $1.1B

Riverstone Holdings is a Malaysian-headquartered, Singapore-listed glove manufacturer that makes two fundamentally different types of products for two fundamentally different reasons - and that dis...

15 May 2026

Technology · Taiwan · $1.1B

In January 1998, two IC design engineers named Vincent and Wesley, who had met at a noodle stand in Taipei, pooled their expertise and founded Sitronix Technology Corporation.

15 May 2026

Technology · Taiwan · $142M

1. FY2025 full-year results (ROC Year 114, released ~March/April 2026) - most recent 2. H1 2025 results (released August 2025) 3. FY2024 full-year results (released April 2025) 4.

15 May 2026

Technology · Taiwan · $275M

Every chip that has ever powered a PC, server, or battery pack has needed one thing before it can function: clean, efficiently regulated electricity.

15 May 2026

Technology · South Korea · $1.3T

Samsung Electronics is the world's only company that simultaneously makes the memory chips that power AI servers, the logic chips that run smartphones, the displays those phones use, the foundry th...

15 May 2026

Financial Services · United Kingdom · $3.8B

Marex is a non-bank financial services firm that sits between the world's largest commodity exchanges and the end-users of those markets - hedge funds, mining companies, oil producers, agricultural...

13 May 2026

Basic Materials · United States · $7.2B

The Mosaic Company mines rocks and turns them into fertilizer. Specifically, it extracts phosphate rock from the ground in Florida and Brazil, and potash (potassium chloride) from underground depos...

13 May 2026

Consumer Cyclical · United Kingdom · $9.1B

Games Workshop is unusual among FTSE 100 companies: it does not hold earnings calls, investor days, or analyst Q&A sessions.

13 May 2026

Industrials · Hong Kong · $58M

Baguio Green Group cleans Hong Kong. It sweeps streets, collects rubbish, recycles plastic and glass, trims hedges, kills pests, and picks marine refuse out of Victoria Harbour.

13 May 2026

Consumer Cyclical · Japan · $284M

Dynam Japan Holdings does not conduct traditional live earnings conference calls with analyst Q&A.

13 May 2026

Technology · Taiwan · $8.6B

Imagine you are designing a new chip. You need the chip to remember which unit on the wafer was defective so the manufacturer can swap it with a spare row of memory.

13 May 2026

Financial Services · Hong Kong · $459M

1. FY2025 Annual Results (year ended 31 December 2025) - announced 24 March 2026 2. H1 2025 Interim Results (six months ended 30 June 2025) - announced 28 August 2025 3.

12 May 2026

Technology · Taiwan · $2.1T

Taiwan Semiconductor Manufacturing Company (TSMC) does one thing: it manufactures semiconductor chips for other companies' designs. It does not design chips.

12 May 2026

Healthcare · Singapore · $2.9B

Haw Par Corporation makes Tiger Balm - the red-and-yellow hexagonal jar that has been sitting in medicine cabinets across Asia for over a century. That is the simple version.

12 May 2026

Consumer Defensive · Belgium · $1.2B

SIPEF grows and processes oil palm in Indonesia and Papua New Guinea, and grows bananas in Côte d'Ivoire.

12 May 2026

Technology · Kazakhstan · $17.4B

Kaspi.kz is a Kazakhstani technology company that functions as the country's digital financial and commercial infrastructure.

11 May 2026

Industrials · United States · $1.7B

CBIZ is a professional services firm that helps middle-market businesses with accounting, tax, advisory, benefits, insurance, and technology services.

11 May 2026

Technology · Canada · $43.2B

Celestica designs, engineers, and manufactures complex electronics hardware for other companies. It does not make end products that consumers buy.

11 May 2026

Financial Services · United States · $4.9B

Miami International Holdings runs stock exchanges. Specifically, it operates a group of eight exchanges across options, equities, futures, and international securities markets.

11 May 2026

Technology · Cayman Islands · $40.3B

Credo Technology Group makes the chips and cables that keep the inside of AI data centers talking to themselves reliably. That sounds mundane. It is not.

11 May 2026

Financial Services · United States · $8.6B

Ryan Specialty is a specialty insurance intermediary. It sits in the middle of the insurance distribution chain - between retail insurance brokers (who serve the end insured) and insurance carriers...

10 May 2026

Technology · Taiwan · $111.3B

Hon Hai Precision Industry Co., Ltd. - universally known by its trade name Foxconn - is the world's largest electronics contract manufacturer.

10 May 2026

Technology · United States · $73.9B

Coherent Corp. makes the light that keeps the internet alive. More precisely, it designs and manufactures the photonic components - lasers, transceivers, modulators, and optical switches - that con...

10 May 2026

Technology · China · $1.8B

ShunSin Technology Holdings Limited is a Taiwanese-listed semiconductor packaging and assembly company.

10 May 2026

Technology · Sweden · $2.3B

Sivers Semiconductors is a Swedish semiconductor company that makes two fundamentally different things in two separate subsidiaries that happen to share a parent company: radio frequency chips for ...

10 May 2026

Technology · United States · $14.6B

Applied Optoelectronics makes the laser chips and optical modules that light up fiber-optic networks.

10 May 2026

Technology · United States · $100.5B

Synopsys makes the software that makes chips possible. Without Synopsys, the engineers at Apple, NVIDIA, AMD, Qualcomm, Samsung, and every other semiconductor company designing chips today could no...

9 May 2026

Technology · Sweden · $44.9B

Ericsson builds the invisible plumbing of mobile communication. When a person in Tokyo dials a number, streams a video on the Tokyo metro, or a drone in Madrid gets intercepted by a public safety r...

9 May 2026

Financial Services · United States · $78.5B

Moody's Corporation sells opinions about whether borrowers will pay their debts. That single sentence captures the economic engine that has driven the company for over a century, but the modern Moo...

9 May 2026

Financial Services · United States · $123.6B

S&P Global is an information services business that sells data, analytics, and benchmarks that the global financial system uses to price risk, move capital, and understand markets.

9 May 2026

Industrials · United States · $316.4B

GE Aerospace makes the engines that power the world's aircraft. Not the airframes, not the avionics - the core propulsion systems that generate thrust, and then the maintenance contracts, spare par...

9 May 2026

Technology · Singapore · $14.4B

Grab is a technology platform that lets people in Southeast Asia do three things from a single app: move around cities, order food and groceries delivered to their homes, and access financial servi...

8 May 2026

Consumer Cyclical · Singapore · $53.5B

Sea Limited is a Singapore-headquartered technology company that operates three interlocking businesses across Southeast Asia, Taiwan, and Brazil: a mobile gaming platform, a regional e-commerce ma...

8 May 2026

Consumer Defensive · Malaysia · $417M

Spritzer Bhd bottles mineral water sourced from a 400-acre protected rainforest in Taiping, Perak, and sells it to Malaysian households, offices, restaurants, and hotels, with a small but growing e...

8 May 2026

Industrials · Malaysia · $2.0B

Frontken Corporation Berhad is a Malaysian-listed holding company that provides two types of critical industrial services across Asia-Pacific: precision cleaning of semiconductor manufacturing equi...

8 May 2026

Technology · Canada · $133.7B

Shopify is a commerce operating system. It does not sell products to end consumers.

7 May 2026

Technology · Finland · $86.1B

Nokia is a Finnish company that builds the invisible infrastructure the modern world runs on.

7 May 2026

Financial Services · Malaysia · $1.7B

Bursa Malaysia Berhad is Malaysia's national stock exchange. It runs the marketplace where Malaysian companies raise capital, where investors trade equities and derivatives, where Islamic financial...

7 May 2026

Energy · Netherlands · $6.7B

SBM Offshore builds, delivers, and operates the giant ships that sit at the center of the world's most complex deepwater oil fields.

7 May 2026

Consumer Defensive · Malaysia · $4.8B

United Plantations does not hold traditional live investor concalls with Q&A sessions.

7 May 2026

Technology · Germany · $1.0B

TeamViewer makes software that lets one person, sitting at their computer, take control of another computer somewhere else in the world - or monitor, manage, and repair it without the user on the o...

6 May 2026

Communication Services · United States · $906M

Entravision Communications Corporation is a Santa Monica-based media and advertising technology company built on a single original insight from its 1996 founding: that Spanish-speaking Americans we...

6 May 2026

Technology · Japan · $1.4B

TOWA Corporation makes the machines that protect semiconductor chips from the outside world.

6 May 2026

Healthcare · Japan · $288M

Rion Co., Ltd. is a small-cap Japanese manufacturer that does not hold Western-style quarterly conference calls.

5 May 2026

Technology · United States · $219.0B

SanDisk makes flash memory. Not metaphorically - it literally designs, manufactures, and sells the chips that store data when the power is off.

5 May 2026

Technology · United States · $57.6B

CoreWeave rents GPU computing power to companies that need it to train and run artificial intelligence models. That is the business in one sentence.

5 May 2026

Financial Services · China · $215.1B

Bank of China is a state-owned commercial bank headquartered in Beijing. It takes deposits, makes loans, handles foreign exchange, processes international trade settlements, manages wealth, underwr...

5 May 2026

Communication Services · United States · $27.3B

Reddit is a social platform organized entirely around interest-based communities rather than personal social graphs. You go to Facebook to see what your friends are doing.

4 May 2026

Consumer Defensive · Singapore · $3.5B

Olam Group sources raw agricultural commodities - cocoa beans in Ivory Coast, coffee cherries in Ethiopia, almonds in California, spices in India - and transforms them into food ingredients that co...

4 May 2026

Consumer Cyclical · Japan · $852M

Aucnet runs online auctions for things people no longer need but someone else does - used cars, smartphones, luxury handbags, motorcycles, flowers, and medical equipment.

4 May 2026

Industrials · Japan · $1.8B

Japanese companies do not host US-style earnings calls with live Q&A. Tsugami issues quarterly financial results documents and semi-annual investor presentations.

3 May 2026

Financial Services · Bermuda · $944M

Conduit Holdings Limited is the holding company for Conduit Reinsurance Limited, a pure-play treaty reinsurer based in Pembroke, Bermuda.

3 May 2026

Healthcare · Switzerland · $252M

Ascom makes the technology that makes hospitals quieter. Not literally - hospitals remain chaotic environments - but Ascom's core job is to ensure that the right alert reaches the right person at t...

3 May 2026

Technology · United Kingdom · $14.6B

Wise is a financial technology company that allows individuals and businesses to move money across borders at a cost dramatically lower than the traditional banking system charges.

3 May 2026

Communication Services · Sweden · $106.9B

Spotify is an audio streaming platform that gives people access to a library of over 100 million songs, 6 million podcasts, and 700,000 audiobooks in exchange for either a monthly subscription fee ...

3 May 2026

Communication Services · China · $6.1B

Kanzhun runs BOSS Zhipin, a mobile app that lets job seekers chat directly with hiring managers in China. That is the entire business.

2 May 2026

Consumer Cyclical · Japan · $6.6B

Sanrio is a Japanese character intellectual property company. It designs and owns cartoon characters - most famously Hello Kitty - and then charges other companies money to print those characters o...

2 May 2026

Technology · Canada · $4.6B

BlackBerry Limited is a Waterloo, Ontario-based software company that does two things: it sells safety-certified operating systems embedded in vehicles, robots, and industrial machines, and it sell...

2 May 2026

Communication Services · United States · $178.9B

The Walt Disney Company makes stories, puts them on screens, and builds physical worlds around them. That is the business in one sentence.

2 May 2026

Technology · South Korea · $916M

KCTech makes the machines and chemicals that flatten silicon wafers to atomic-level smoothness during chip manufacturing. That one-sentence description understates the difficulty considerably.

1 May 2026

Consumer Cyclical · Singapore · $188M

Thakral Corporation is a Singapore-listed conglomerate that operates across three fundamentally different industries under one roof: it is simultaneously a distributor of luxury fragrances, an ente...

1 May 2026

Consumer Defensive · United Kingdom · $961M

AEP Plantations grows oil palm trees on plantations across Indonesia and Malaysia, harvests the fruit, crushes it in its own mills, and sells the resulting crude palm oil (CPO) and palm kernels to ...

1 May 2026

Technology · South Korea · $906.2B

SK Hynix makes memory chips. Not "makes" in the sense of assembling components - it designs, fabricates, and packages the actual silicon that stores data inside every GPU, smartphone, and data cent...

30 Apr 2026

Technology · South Korea · $102.7B

SK Square is a pure investment holding company. It owns stakes in other businesses - primarily one business - and its job is to manage that portfolio over time, return capital to shareholders, and ...

30 Apr 2026

Technology · United States · $846.9B

Micron Technology makes memory and storage chips - the ingredients that allow computers to remember things and work quickly.

30 Apr 2026

Industrials · Malaysia · $1.6B

Kelington Group Berhad builds the hidden plumbing inside the world's most sophisticated factories.

30 Apr 2026

Technology · United Kingdom · $326.1B

Arm Holdings designs processor architectures and licenses those designs to companies that make chips. It does not build a single factory, fab a single wafer, or assemble a single circuit board.

30 Apr 2026

Technology · United States · $762.3B

Advanced Micro Devices designs and sells semiconductors - chips that compute. It does not fabricate its own silicon; it designs the blueprints and outsources manufacturing to foundries, primarily T...

30 Apr 2026

Technology · United States · $5.0B

Duolingo is a mobile-first platform that teaches languages - and increasingly, other subjects like math, music, and chess - through short, gamified daily lessons delivered on a smartphone.

30 Apr 2026

Consumer Cyclical · Singapore · $399M

Kimly runs coffee shops. Not in the artisanal third-wave sense, but in the original Singapore sense: those open-fronted, fan-cooled neighborhood gathering places where a plate of mixed rice costs S...

29 Apr 2026

Consumer Cyclical · United States · $1.5B

Wendy's is the third-largest hamburger quick-service restaurant chain in the world by number of locations.

29 Apr 2026

Industrials · Singapore · $2.2B

ComfortDelGro reports semi-annually rather than quarterly, meaning the four most recent "earnings calls" are the FY2023 results briefing (February 2024), the 1H2024 results briefing (August 2024), ...

29 Apr 2026

Communication Services · Singapore · $1.4B

StarHub connects Singaporeans and Singapore enterprises to the digital world. It runs the wires, the airwaves, and the software that carries broadband internet into almost every home, mobile connec...

29 Apr 2026

Consumer Defensive · Singapore · $450M

QAF Limited makes bread. More precisely, it is the holding company behind some of Southeast Asia's most deeply embedded bread brands - most notably Gardenia, which has been the number-one selling p...

29 Apr 2026

Communication Services · China · $872M

Hello Group is a Chinese internet company that runs social networking and entertainment platforms.

29 Apr 2026

Financial Services · United States · $625.4B

Visa is a toll booth on the global economy. Every time someone taps a card, checks out online, sends money to a friend, or pays a supplier in another country, Visa's network carries the message, ve...

29 Apr 2026

Technology · United States · $343.1B

Applied Materials does not make chips. It makes the machines that make chips. More precisely, it engineers the equipment that deposits, removes, and modifies atoms to construct the microscopic stru...

16 Apr 2026

Communication Services · United States · $161.8B

AppLovin is an artificial intelligence company whose product is a system that figures out which person should see which advertisement, bids for the right to show them that ad, and does this two mil...

16 Apr 2026

Communication Services · Sweden · $954M

Sweden buys and sells homes differently from almost anywhere else in Europe. When a Swede wants to sell their apartment, they call a real estate agent, sign a mandate, and the agent lists the prope...

15 Apr 2026

Technology · United States · $381.9B

Lam Research builds the machines that build chips. More precisely, it designs, manufactures, and services the equipment that semiconductor fabs use to etch patterns into silicon, deposit thin layer...

14 Apr 2026

Healthcare · United States · $949.7B

Eli Lilly makes drugs. Not devices, not diagnostics, not equipment - drugs. It discovers molecules that change how a disease progresses, manufactures those molecules at industrial scale, and sells ...

14 Apr 2026

Consumer Cyclical · Malaysia · $210M

At its core, Well Chip Group Berhad is a pawnbroker. A customer walks in with a gold necklace, a diamond ring, or a Rolex, gets it appraised on the spot by a trained valuer, hands it over, and walk...

14 Apr 2026

Industrials · United States · $513M

Ennis, Inc. makes printed business products - forms, envelopes, labels, tags, pressure-seal documents, presentation folders, checks, plastic cards, and dozens of other paper-based items that busine...

12 Apr 2026

Financial Services · United States · $4.2B

Federated Hermes manages money for other people's institutions. Its core activity is running investment funds and accounts on behalf of banks, corporations, pension plans, foundations, and individu...

12 Apr 2026

Consumer Cyclical · France · $195.8B

Hermès makes objects. That sounds simple, and at its core it is: the company employs approximately 26,000 people to produce leather bags, silk scarves, ready-to-wear clothing, watches, perfumes, je...

12 Apr 2026

Technology · Taiwan · $30.6B

Nanya Technology makes DRAM chips. Not NAND flash, not SRAM, not logic chips - just DRAM, and nothing else.

12 Apr 2026

Healthcare · Italy · $1.4B

EL.En. S.p.A. is a Florence-based laser technology company that designs, manufactures, and sells laser systems for three distinct purposes: treating patients in medical and aesthetic clinics, proce...

12 Apr 2026

Healthcare · Italy · $706M

Safilo Group is an Italian eyewear manufacturer and distributor based in Padua. It designs, makes, and sells prescription frames, sunglasses, sports goggles, ski helmets, and cycling accessories un...

12 Apr 2026

Financial Services · Italy · $5.7B

Azimut is an independent Italian asset and wealth management group. It collects savings from retail, affluent, and institutional clients, deploys those savings into investment products it largely m...

12 Apr 2026

Health Care · United States · $30.9B

Veeva Systems makes cloud software for the life sciences industry. Its customers are pharmaceutical companies, biotechs, and medical device makers - the organizations that discover, develop, and se...

12 Apr 2026

Financial Services · China · $292.8B

This report draws on four results presentations, which serve as the primary conference call equivalents for Chinese state-owned banks: the H1 2024 Interim Results (September 2, 2024), the FY2024 An...

12 Apr 2026

Energy · United States · $642.1B

ExxonMobil is an integrated energy company. It pulls hydrocarbons out of the ground, refines them into fuels and feedstocks, converts those feedstocks into chemicals and specialty materials, and th...

12 Apr 2026

Industrials · United States · $12.0B

Leonardo DRS makes the electronics that go inside weapons systems, ships, and combat vehicles - the sensors that let a tank crew see through fog at 3 kilometers, the electric motors that silently p...

11 Apr 2026

Healthcare · United States · $5.6B

Cogent Biosciences is a clinical-stage biotechnology company that makes small molecule drugs designed to neutralize specific genetic mutations that cause certain cancers and blood diseases.

11 Apr 2026

Industrials · United States · $2.8B

Babcock & Wilcox builds, services, and converts the machines that make steam. At its core, the company designs and manufactures boilers - the large-scale pressure vessels that heat water into high-...

11 Apr 2026

Healthcare · United States · $1.6B

Damora Therapeutics is a clinical-stage biopharmaceutical company with no approved products and no commercial revenue.

11 Apr 2026

Technology · Taiwan · $17.1B

Phison Electronics designs the brains inside the storage devices that everything runs on.

11 Apr 2026

Consumer Defensive · Taiwan · $142M

DR.WU is listed on Taiwan's Taipei Exchange (TPEX), a smaller-cap board. The company does not publish English-language quarterly earnings call transcripts.

11 Apr 2026

Consumer Cyclical · Taiwan · $101M

Young Shine Electric makes automotive air-conditioning compressors. Specifically, it makes the part that pressurizes refrigerant inside a car's air conditioning system - the device that does the ac...

11 Apr 2026

Industrials · Malaysia · $5.7B

KLK grows oil palm trees, processes the fruit into crude palm oil and crude palm kernel oil, refines those oils into edible and industrial products, and then converts those refined products into th...

9 Apr 2026

Communication Services · United States · $1.5T

Meta Platforms is in the attention business. It runs a collection of apps that together attract more people every single day than any other entity in human history has ever assembled in one place.

9 Apr 2026

Consumer Defensive · Malaysia · $6.5B

IOI Corporation Berhad is a Malaysian integrated palm oil company. It grows oil palms, processes the fruit into crude palm oil (CPO) and palm kernel oil (PKO), then converts those oils downstream i...

9 Apr 2026

Consumer Defensive · United States · $350.6B

Coca-Cola does not make beverages. That is the first and most important thing to understand about it.

7 Apr 2026

Consumer Cyclical · Japan · $245.2B

Toyota Motor Corporation makes cars. That simple statement hides about a century of compounding technical knowledge, manufacturing discipline, and global distribution infrastructure that makes Toyo...

5 Apr 2026

Healthcare · Denmark · $199.6B

Novo Nordisk makes injectable and oral drugs for serious, chronic metabolic diseases - primarily type 2 diabetes and obesity, and a smaller but meaningful portfolio for rare blood and hormone disor...

5 Apr 2026

Technology · United States · $3.1T

Microsoft writes software that runs the world's businesses. It sells operating systems, productivity applications, databases, cloud computing infrastructure, developer tools, enterprise resource pl...

5 Apr 2026

Consumer Cyclical · United States · $1.6T

Tesla started as a bet that Elon Musk would publicly regret making if it failed. Founded in July 2003 by Martin Eberhard and Marc Tarpenning - two engineers who watched General Motors crush its EV1...

5 Apr 2026

Technology · United States · $5.2T

NVIDIA makes semiconductors - specifically, chips called Graphics Processing Units (GPUs). But that description barely scratches the surface of what the company has become.

5 Apr 2026

Technology · United States · $4.5T

Apple makes the devices and software that more than two billion people use to navigate their daily lives, and then sells them the subscriptions, apps, cloud storage, and financial services to run o...

5 Apr 2026

Communication Services · Japan · $70M

Hakuten Corporation is a Japanese experience marketing company. Its core business is helping corporations make something physical happen - exhibitions, product launches, corporate events, trade sho...

5 Apr 2026

Industrials · Singapore · $127M

Nam Lee Pressed Metal Industries is a SGX-listed small-cap company and does not hold formal quarterly earnings calls with Q&A transcripts in the conventional sense.

5 Apr 2026

Consumer Cyclical · Malaysia · $1.5B

Hong Leong Industries Berhad is, in plain terms, a motorcycle business that also makes ceramic tiles.

5 Apr 2026

Healthcare · United States · $1.7B

Innoviva is a healthcare holding company that collects royalty checks from some of the world's best-selling respiratory inhalers while simultaneously building a commercial-stage hospital antibiotic...

5 Apr 2026

Technology · Canada · $139M

D-BOX Technologies is a Canadian company that manufactures electromechanical haptic motion systems and programs the motion effects that run on them. In plain terms: they make seats that move.

4 Apr 2026

Healthcare · Hong Kong · $688M

Modern Dental Group (MDG) is the world's largest operator of dental laboratories by geographic reach.

4 Apr 2026

Consumer Defensive · Japan · $1.9B

Kotobuki Spirits does not publish English-language earnings call transcripts in the conventional investor-facing format.

4 Apr 2026

Technology · Japan · $154M

Fuso Dentsu is a Japanese ICT services company that builds, connects, and maintains the technology infrastructure that runs municipal governments, hospitals, logistics companies, restaurants, and f...

4 Apr 2026

Industrials · Hong Kong · $281M

Build King Holdings is a Hong Kong construction contractor. It builds things - tunnels under cities, railway stations, sewage treatment plants, hospitals, public housing blocks, airport aprons, dra...

4 Apr 2026

Industrials · Mexico · $6.0B

PINFRA is Mexico's largest private-sector toll road concessionaire. The company builds roads, then gets paid every time a vehicle drives on them - for the next 20 to 50 years.

4 Apr 2026

Healthcare · China · $3.3B

Tianjin Pharmaceutical Da Ren Tang Group is a traditional Chinese medicine (TCM) manufacturer that researches, develops, processes, and sells Chinese patent medicines and herbal preparations.

4 Apr 2026

Consumer Cyclical · Mexico · $621M

Betterware de Mexico, which now operates under the corporate identity BeFra, sells household organization products and beauty products to working-class and middle-class Mexican families through a n...

4 Apr 2026

Real Estate · Hong Kong · $241M

Midland Holdings is a real estate agency business. When a person in Hong Kong wants to buy, sell, or rent an apartment, they typically walk into one of Midland's 319 street-level branch offices, sp...

4 Apr 2026

Utilities · France · $2.1B

Electricite de Strasbourg is a regional French energy company that distributes electricity and gas, supplies energy to residential and business customers, produces renewable energy, and builds ener...

4 Apr 2026

Energy · Malaysia · $167M

Wasco Berhad coats pipes. That is the simplest version. The more complete story is that Wasco applies highly specialised protective coatings to oil and gas pipelines - the kinds of pipelines that r...

4 Apr 2026