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Global Weekly Picks
Cash Monetization And Tenders Will Drive Bids Amid Margin Pressure
Key Takeaways Asset monetization and InvIT scaling enhance capital availability, enabling expansion into new projects and boosting overall earnings and balance sheet strength. Diversified order book and increasing toll collections support revenue stability, margin expansion, and sustained long-term growth amid strong sector tailwinds.Read more
Marmato Expansion And Soto Norte Development Will Drive Major Long Term Upside
Catalysts About Aris Mining Aris Mining is a growing Americas focused gold producer developing a multi mine platform with significant embedded expansion and project optionality. What are the underlying business or industry changes driving this perspective?Read more
Western Canadian Housing Expansion Will Drive Powerful Long Term Value Creation
Catalysts About Dream Unlimited Dream Unlimited is a Canadian real estate company focused on asset management, large scale community development and income producing properties across high growth markets. What are the underlying business or industry changes driving this perspective?Read more
CSMG3: Higher Projected P/E Will Drive Down Future Equity Returns
Key Takeaways Aggressive investment and regulatory improvements are boosting expectations of asset and earnings growth, while enhanced cost efficiency is seen driving long-term margin expansion. Strong credit ratings, low funding costs, and ESG advances are shaping confidence in sustainable financing, elevated valuations, and stable shareholder returns.Read more
VK: Major Petrobras Contract Will Drive Multi-Year Offshore Upside
Key Takeaways Accelerated cost-cutting and premium product focus are boosting margins, pricing power, and financial discipline, supporting sustained cash generation and shareholder returns. Favorable shifts in regional sourcing and ongoing oil and gas expansion are strengthening order intake and long-term revenue visibility, especially in the U.S. and emerging markets.Read more
Local Digital Shifts Will Expand Media Reach Despite Risks
Key Takeaways Dominance in local markets, strategic M&A, and innovation in content and digital platforms are expected to drive outsized revenue growth and expanding margins. Underutilized spectrum assets and leadership in advanced distribution technologies provide strong optional upside for future high-margin, non-advertising revenue streams.Read more
Private Label Shift And Outsourcing Are Expected To Support Long-Term Earnings Power
Catalysts About McBride McBride is a leading pan European manufacturer of private label household cleaning and personal care products for major retailers and brand owners. What are the underlying business or industry changes driving this perspective?Read more
ACA And Medicaid Will Squeeze Margins Though Tech Will Aid
Key Takeaways Elevated costs in government-backed plans and greater reliance on value-based care could compress margins despite operational improvements and diversification strategies. Increasing regulatory changes, political uncertainty, and provider sophistication in technology may erode pricing power and add to earnings volatility.Read more
Infection Prevention Demand And International Expansion Will Support Stronger Long Term Earnings
Catalysts About Covalon Technologies Covalon Technologies develops and commercializes infection prevention and advanced wound care products that help clinicians improve patient outcomes in demanding care settings. What are the underlying business or industry changes driving this perspective?Read more
