Helmbeam Research
Blog
Explore company analysis and practical stock-research articles on business results, valuation, funding risks and following the evidence.
HSBC sells its Australian loan book: what changes before interim results
HSBC has agreed to sell most of its Australian retail loan book just four days before publishing its interim results. The transaction moves A$36.000bn of home and personal loans to funds managed by Blackstone and begins an 18-month wind-down of the bank's remaining Australian retail products.
Applied Digital earnings: why APLD revenue jumped 407%
Applied Digital's fiscal fourth-quarter result produced an unusually large headline: revenue reached US$258.748m, up 407% from a year earlier and 104.3% from Q3.
IBM Q2 2026 earnings: why the outlook fell to 4–5% growth
IBM's final second-quarter figures changed very little from the selected results it released eight days earlier. Revenue was US$17.162bn, Software grew 5.1%, Consulting grew 0.2% and Infrastructure fell 7.4%. Operating earnings per share remained US$2.93.
Vertical Aerospace stock: Farnborough flight, UK support and dilution
Vertical Aerospace completed a public transition flight at Farnborough and entered advanced discussions on up to £10 million of additional UK support. SEC filings show ordinary shares rose from 22.125 million at the end of 2023 to at least 132.679 million by 6 May 2026. An unchanged 100-share holding fell from US$688 on 29 December 2023 to US$160 on 20 July 2026, a 76.7% market-value decline across all effects. Its percentage ownership fell at least 83.3%. A July prospectus also registers up to US$500 million of shelf capacity with no committed funding or fixed share count.
ASML lifts 2026 guidance as Q2 sales rise 21%
ASML lifted its 2026 sales outlook to €43–45 billion, equivalent to 31.6–37.8% growth over 2025, after second-quarter sales rose 21.3% to €9.3265 billion and gross margin reached 54.0%.
United's A321XLR Economy Plus row: what UAL investors should monitor
United will install one Economy Plus row with open middle seats and shared tables on each of its 50 ordered Airbus A321XLRs. The aircraft will have 32 premium seats, 16 more than the Boeing 757s it replaces, so the investable question is whether the wider fleet change lifts premium mix and Atlantic unit revenue without allowing costs or capital intensity to outrun demand.
IBM's preliminary Q2 results: what changed before the full report
IBM's selected preliminary second-quarter results showed revenue up 1%, with Software growth slowing to 5% and Infrastructure falling 7%. IBM said customers shifted late-June budgets toward supply-constrained servers, storage and memory.
SK Hynix's new SKHY Nasdaq ADR: what investors need to know
SK Hynix now trades on Nasdaq as SKHY after selling 177.9 million American depositary shares, with each SKHY share representing one-tenth of a common share in the Korean-listed company.
How many stocks should be on your watchlist?
Keep a watchlist small enough that you can explain why each company is there and return to the evidence that matters.
I opened a brokerage app. How do I choose a stock to research?
Opening a brokerage account gives you access to investments; it does not require you to buy an individual stock immediately. First decide whether individual-company research fits your goals, then choose one understandable business and investigate it before considering a trade.
How to stop picking stocks randomly
Give each company a reason to enter your research list, a question to investigate and a condition that would make you reconsider it.
Stock screener, stock-research app or brokerage: which job do you need done?
A screener narrows candidates, a research app helps investigate them, and a brokerage handles investment accounts and orders. You may not need separate products for every job.