Namibian Market Community

Curtiss-Wright (CW): The Silent Architect of the Nuclear Renaissance and Naval Supremacy Curtiss-Wright (CW) is having a standout 2026, closing the March 18 session at $690.24 USD , up 1.57% for the day. While the broader industrial sector has faced headwinds, CW is currently trading near its all-time highs, supported by a massive $4.1 billion backlog —an 18% increase year-over-year.Read more

United Therapeutics (UTHR) is currently navigating a transformative 2026, closing the March 18 session at $530.35 USD , down 1.79% as the stock takes a breather following a historic rally. Over the past six months, UTHR has surged approximately 32% , driven by the realization that it is no longer just a "niche lung company." With a market capitalization of $23.2 billion , the company is executing a dual-track strategy: dominating the pulmonary hypertension market with its blockbuster Tyvaso franchise while aggressively advancing a "sci-fi" pipeline of 3D-printed and gene-edited organs.Read more

I recently came across AII - American Integrity Insurance Group. AII insures homes in Florida, an area you could generously describe as "a bit windy sometimes".Read more

Vanzo Holdings Berhad is a relatively easy business for investors to understand. The group is mainly involved in the design, marketing and sale of air fragrance products , especially car fragrances and indoor fragrances , with some exposure to personal and household care products as well.Read more

I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more

The Vanguard High Dividend Yield ETF (VYM) is often viewed as slightly undervalued compared to the broader market, primarily due to its concentration in value-oriented sectors that trade at a discount to high-growth tech stocks. As of early 2026, VYM carries a forward price-to-earnings (P/E) ratio of approximatelywhich is significantly lower than the S&P 500's P/E, often hovering nearduring recent bull runs.Read more

Decision: 🟢 GREEN (BUY/ACCUMULATE) MOS: 24.1% | Fair Value: HK$80.10 (Current Price: HK$60.80 ) Summary: Fuyao Glass remains a global titan in the automotive glass sector, successfully transitioning into high-margin "Smart Glass." Despite geopolitical noise surrounding the USTR Section 301 probe, Fuyao’s robust FY2025 results (24% profit growth) and its strategic US-based manufacturing (FGA) provide a massive safety net. The current market price implies a growth rate of only 10.2%, which we believe significantly underestimates the company's 15-16% potential.Read more

For me, the story behind this company is the following. I read Alex Carpe's book, The Philosopher in the Valley, and I loved how structured and driven he was.Read more

Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read more