Domino's (ASX:DMP) Halves Discounts, Prioritizes Franchise Profits Over Volume
February 28, 2026, 1:38 AM EST. Domino's Pizza Enterprises reported H1 2026 sales of A$1.1 billion with a net profit of A$40.9 million and an interim dividend cut to A$0.25 per share, reflecting a strategic shift to reduce discounting. Management linked this to a 10% drop in customer volumes but stronger store-level profitability. The board welcomes quick service veteran Drew O'Malley as an independent director. Investors face tension between short-term sales declines and healthier economics for franchisees amid rising competition and cost pressures. Analysts project earnings of A$158.5 million by 2028, down from prior estimates, with a fair value of A$21.23, suggesting modest upside. Domino's is balancing traffic recovery risks with the need for resilient cash flow and franchise health in a challenging market environment.
Stocks Slip as Bank Shares Plunge and Tech Sectors Weaken Amid Inflation Concerns
February 28, 2026, 1:08 AM EST. Stocks declined Friday with the S&P 500 down 0.43%, the Dow Jones Industrial Average falling 1.05% to a 3.5-week low, and the Nasdaq 100 sliding 0.30%. Bank shares tumbled following the collapse of UK lender Market Financial Solutions Ltd, stoking fears over potential rising loan defaults. Tech and cybersecurity stocks sagged amid unease over AI's market impact. The U.S. January Producer Price Index (PPI) rose more than expected, cooling speculation on near-term Federal Reserve rate cuts. Gains in Chicago PMI and construction spending highlighted economic resilience. Dell Technologies surged 21% on strong AI server forecasts. Meanwhile, geopolitical tensions with Iran pushed WTI crude oil to a seven-month high, adding uncertainty to market sentiment.
NSE Rises with Bond Turnover Surge Amid Kenya's Stable Economic Outlook
February 28, 2026, 1:07 AM EST. The Nairobi Securities Exchange (NSE) closed the week ending February 26, 2026, with major indices gaining strongly. The NSE All-Share Index rose 2.10%, NSE 25 climbed 2.43%, and NSE 20 advanced 1.49%. Market capitalisation grew by 2.10%. Despite mixed equity trading signals-shares traded surged nearly 29%, but turnover slipped 5.58%-investors mainly targeted large-cap stocks. The bond market shone, with domestic secondary market turnover jumping 37% to Ksh140.95 billion, driven by institutional demand amid low inflation (4.3%) and stable currency (Ksh129.02/USD). Treasury bill yields on short tenors fell, attracting investors seeking steady returns. International factors, including a softer U.S. dollar and falling oil prices, supported optimism. The week's activity highlights investor confidence in Kenya's economic stability and robust liquidity.
Imdex Shares Rise 9% Following Record H1 Sales and Dividend Increase
February 28, 2026, 12:55 AM EST. Imdex Limited (ASX:IMD) shares climbed 9% after reporting a record half-year 2025 with sales hitting A$246.59 million and net income of A$26.21 million. The miner's technology-driven growth, particularly in higher-margin SaaS and sensor products, underpinned its strong performance. Imdex declared a fully franked interim dividend of A$0.0169 per share, marking a record payout to shareholders. Despite solid revenue growth, earnings showed softness, highlighting risks from cost inflation and increased research and development expenses. The company projects revenue of A$543.1 million and earnings of A$73.6 million by 2028, implying 7.9% annual growth. Investors remain cautious given Imdex's exposure to cyclical exploration budgets and rising regulatory costs that may impact demand. Fair value estimates suggest a potential downside, underscoring the need for investors to weigh various growth and risk scenarios before committing.
Oddity Tech Shares Slump 75% in a Year – Is It Undervalued Now?
February 28, 2026, 12:54 AM EST. Oddity Tech (ODD) shares plunged 75.3% over the past year, hitting US$11.77, raising concerns on growth amid shifting investor sentiment in the beauty and personal care sector. A discounted cash flow (DCF) analysis projects an intrinsic value of US$16.63 per share, signaling a 29.2% undervaluation. The model forecasts free cash flow rising from US$75.3 million in 2026 to US$84 million by 2030. Despite recent share price declines, the DCF suggests potential upside. Investors eye the balance of risk and reward as Oddity faces sector-wide reassessment of growth expectations. Valuation score stands at 5 out of 6, highlighting ongoing debate over Oddity's long-term prospects in a volatile market environment.
Endeavour Silver (TSX:EDR) Shares Gain Amid Valuation Debate
February 28, 2026, 12:53 AM EST. Endeavour Silver (TSX:EDR) has posted a robust 38.1% gain over three months, with a 7.6% rise in the past week, amid growing investor interest. Trading near CA$18.98, the stock sits well below an analyst price target of CA$23.30 and a fair value estimate of CA$85.77 per share. This gap reflects bullish expectations tied to improved production at its Terronera mine and leveraged exposure to silver and gold prices. However, potential risks include silver price swings, operational challenges, and regulatory hurdles, which could pressure valuations. The company has shifted from a high-cost aging miner to a scaled silver producer, but elevated all-in sustaining costs (AISC) remain an issue. Investors are advised to weigh these factors carefully and consider wider sector opportunities before acting.
Compass (COMP) Shares Drop 24.6% But DCF Model Suggests 71.7% Undervaluation
February 28, 2026, 12:52 AM EST. Compass (COMP) shares fell 24.6% recently to around $9.84, sparking questions on valuation. Despite the pullback, Compass has delivered a 9.4% return over the past year. A Discounted Cash Flow (DCF) analysis projects an intrinsic value near $34.72 per share, implying shares may be undervalued by 71.7%. Compass reported $182 million in free cash flow over the last twelve months, with expectations rising to over $1 billion by 2030. The stock's price-to-sales ratio stands at 0.83x, below the Real Estate industry average of 2.90x, indicating further potential undervaluation. Investors are weighing Compass' business model resilience amid housing market shifts. The combined data underscores a nuanced investment case amid volatile sentiment.
Westgold Resources Shares Rise 6.6% on Record Half-Year Results and Buyback
February 28, 2026, 12:38 AM EST. Westgold Resources Limited (ASX:WGX) shares jumped 6.6% following a record half-year ending 31 December 2025. The company reported sales of A$1.24 billion, net income of A$190.7 million, and gold production of 195,355 ounces. It maintained full-year 2026 guidance of 345,000-385,000 ounces at an all-in sustaining cost (AISC) of A$2,600-A$2,900 per ounce. Westgold also strengthened its balance sheet through the Mt Henry-Selene sale and announced a final dividend plus a 5% on-market share buyback. While the performance supports confidence in growth, analysts caution on potential margin pressure from operating costs and integration risks following the Karora acquisition. Long-term forecasts suggest revenue and earnings growth to 2028 but hinge on managing costs amid production expansion.
H2O America (HTO) Valuation Mixed After Rebrand and Recent Share Price Moves
February 28, 2026, 12:37 AM EST. H2O America (HTO) has rebranded from SJW Group, drawing attention to its valuation after varied shareholder returns. The stock trades at $53.79, up 15.85% over 90 days, but down 22.63% over three years. Analysts see a fair value range: Simply Wall St spots a 12.8% undervaluation at $61.67, underpinned by a $2 billion capital plan aimed at stable service and future growth. However, discounted cash flow (DCF) models suggest a more cautious valuation near $49.54, below the current price. Key risks include higher borrowing costs and drought impacts on water usage, which could pressure earnings and margins. Investors face a question of whether HTO's recent gains represent a buying opportunity or if growth is already priced in.
Sugar Prices Decline Amid Forecasts of Global Surplus in 2025/26
February 28, 2026, 12:24 AM EST. Sugar prices fell, with July New York world sugar down 0.66% and August London ICE white sugar down 0.88%, pressured by forecasts of a global sugar surplus in 2025/26. Consultant Datagro projects a 1.53 million metric ton (MMT) surplus, a sharp turnaround from a 4.67 MMT deficit in 2024/25. Increased production forecasts from Brazil and India, including a 4% rise in Brazil's output and a 26% gain in India's crop due to favorable monsoon rains, are driving bearish sentiment. Additionally, India's easing of sugar export restrictions contrasts with its expected production decline this season. These factors, combined with USDA and private analyst estimates pointing to a sustained surplus, are suppressing sugar prices despite recent short-covering rallies.
Pro Medicus Gains From Director Buying and Heidelberg Contract Win
February 28, 2026, 12:23 AM EST. Pro Medicus (ASX:PME) saw increased director buying with insiders Sam Hupert, Anthony Barry Hall, and Peter Terence Kempen purchasing shares on-market. The company also secured a significant A$10 million, five-year contract with University Hospital Heidelberg and the German Cancer Research Institute, marking expansion into European markets. These developments reinforce management's alignment with shareholders and ongoing commercial momentum for its cloud-based imaging software. While the Heidelberg deal diversifies Pro Medicus's revenue base beyond its core U.S. contracts, near-term growth still hinges on execution in America and pricing pressures remain a risk. Analysts forecast revenue hitting A$462.4 million by 2028, reflecting 29.5% annual growth, with a fair value estimated at A$326.49, suggesting substantial upside potential. Investors should balance bullish forecasts with contract ramp-up risks before deciding.
Visa Expands Digital Payments with Argentina Acquisitions and PayPay IPO Stake
February 28, 2026, 12:07 AM EST. Visa has acquired Prisma Medios de Pago and Newpay in Argentina, boosting its local payment processing capabilities in Latin America. Additionally, Visa committed capital as a cornerstone investor in Japanese digital wallet operator PayPay's planned U.S. IPO. These strategic moves deepen Visa's footprint in fast-growing international digital wallets and payment infrastructures. By owning more local Argentine assets, Visa gains greater control over card processing amid regulatory complexities. The PayPay stake links Visa to one of Asia's largest wallets as digital payments evolve with AI, stablecoins and real-time schemes. The deals highlight Visa's focus on emerging markets and cross-border flows, aiming to maintain its central role in the digitizing payments ecosystem despite integration and regulatory challenges.
Alnylam Pharmaceuticals Stock Seen as Undervalued Amid RNAi Pipeline Potential
February 28, 2026, 12:06 AM EST. Alnylam Pharmaceuticals' (ALNY) stock closed at $332.77, down 1% last week and 4.8% over the past month, yet up 34.9% over the past year. The biotech firm, specializing in RNA interference (RNAi) therapies, has attracted investor attention with its promising product pipeline. A Discounted Cash Flow (DCF) model, which estimates company value based on projected future cash flows discounted to present value, places Alnylam's intrinsic value near $619.61 per share. This suggests the stock is approximately 46.3% undervalued compared to its current price. The company's latest free cash flow was $450.1 million, with forecasts reaching $3.2 billion by 2030. Investors considering Alnylam should note the stock's mix of risk and growth potential, as reflected in its moderate valuation score of 3 out of 6.
