Namibian Market Community

Merck’s 2026 narrative is a high-stakes drama centered on Keytruda , the world’s top-selling cancer drug. For years, the market has treated Merck like a "one-trick pony" due to the looming 2028 "patent cliff," where Keytruda will lose its legal protection and face generic competition.Read more

Recommendation: I remain sidelined, NEUTRAL (HOLD );— Slight bearish tilt Rating agencies' views reinforce a mixed picture: post-acquisition upgrades (Fitch to 'B+' IDR with 'BB' notes, Moody's to B2 stable, Morningstar DBRS to B(high) positive trend, S&P to 'B-' stable) reflect improved scale, synergy potential, and deleveraging path, with projected adjusted EBITDA margins largely resilient at 37-38% (S&P over 2025-2027), ~38% (Morningstar DBRS), and above 35% (Fitch pre-revision emphasis on margin expansion via integration). However, Fitch revised its outlook to Negative in December 2025 due to "material exposure to increased UK taxation," which will result in lower-than-previously-expected EBITDA (though not quantified as a sharp margin drop—management mitigated the 2026 impact to ~4% via €84M offsets, revising FY2026 EBITDA guidance to €420-440M from prior higher targets).Read more

Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more

☁️ Business Overview Total: 12/17 +2 ✅✅ Projected Operating Margin: 50.69% +1 ✅ Projected 5-Year Revenue CAGR: 14.64% +2 ✅✅ Last 5-Year ROIC: 28.78% +1 ✅ Estimated Cost of Capital: 10.35% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.50% +1 ✅ Projected 5-Year EPS CAGR: 18.36% +0 ⚠️ Projected 5-Year Dividend CAGR: 6.32% +2 ✅✅ Estimated Debt Rating: Aaa +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Microsoft show its competitive advantages and pricing power through its stellar margins and higher revenue and EPS growth. This is reflected in its Morningstar Wide Moat rating.Read more

In a nutshell: Hims & Hers’ recent investments are overlooked by investors, but they signal strongly revenue growth is not slowing down. The Starting Point Some analysts have low estimates for future revenue growth (approx.Read more

DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.Read more

Palantir’s journey into 2026 is the story of a "Black Box" defense contractor that successfully transformed into the central nervous system of the global enterprise. Once whispered about in the halls of intelligence agencies, the company’s Artificial Intelligence Platform (AIP) has moved from secretive government basements to the front lines of heavy industry and sovereign AI alliances.Read more

Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more

Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more