Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
R&D stabilisation, AI-driven savings, and sustained performance of hits could push IGG (HKG:0799) beyond its HKD 4.3 fair value
IGG is one of the leading mobile game developers in the strategy-led simulation (SLG) genre. Once a stable cash cow, the company generated strong operating cash flow and maintained a high dividend payout ratio, thanks to its long-running franchise Lords Mobile, launched in 2016.Read more
Be Friends Holding is destined for a 49.28% revenue growth
Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.Read more
Pacific Basin Betting on Green Methanol for Future Growth
Overview Pacific Basin is a leading player in the Handysize / Supramax segment of the dry bulk shipping market. Having held the stock for fifteen years, I have grown increasingly confident in the management of the company for the following reasons: After an earlier misguided attempt to diversify into other shipping sectors after the dry bulk boom of 2007-2008, the Company is now laser-focused on its strategy to specialise in minor bulks.Read more
Hot Brands, Strong Results, Stale Share Price: Prada
Prada is one of Italy’s leading luxury groups, best known for its Prada and Miu Miu brands. Miu Miu is ranked #1 globally according to Lyst Index (2Q25), and Prada came #4 , highlighting strong consumer demand despite a softer luxury backdrop.Read more
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.Read more
MIXUE Group will achieve 25% profit over the next 3 years
TLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as its supply chain. Mixue has rapid expansion and several competitive advantages in Asia.Read more
Xiaomi to Surge with 15% Revenue Growth and IoT Expansion
Catalysts Xiaomi's growth and success can be attributed to several strategic catalysts, which can be categorized as follows: 1. Disruptive Pricing and Value Proposition High-Spec, Low-Cost Smartphones : Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.Read more
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
Catalysts Fueling Tencent's Future: Expansion of Cloud Services : Tencent Cloud is rapidly growing, capitalizing on the global surge in digital transformation. As businesses increasingly migrate to the cloud for scalability and efficiency, Tencent's robust infrastructure and advanced AI capabilities position it as a formidable contender in cloud computing, both within China and internationally.Read more
