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Global Weekly Picks
I bought for undervalue and dividend yield
Metric Value Initially Reported ₱0.01191 Corrected Dividend ₱0.1191 Dividend Type,Cash Dividend Yield (at ₱3.46) ~3.44% (Current single payout) Total Annual Yield ~8.3% to 11.8% (Based on TTM)* SHNG 2025 Valuation Data Table balanced revenue stream of "one-time" sales and "recurring" lease income:Metric 2025 Data 2024 Data YoY Change P/E Ratio 2.3x – 3.1x 3.1x Historical Lows Book Value ₱11.01 ₱10.75 +2.42% 9M EPS ₱0.53 ₱0.89 -40.45% Full Year EPS ₱1.61 ₱1.96 -17.86% 4Q EPS ₱1.08 ₱1.07 +0.93% Shang Properties, Inc. (SHNG) is a premier luxury real estate developer in the Philippines.Read more
Serabi Gold aims for a 46% revenue boost at $3,500 per ounce by 2028
Serabi Gold plans to grow from a small gold producer into a much larger one within the next few years, and the case hinges on delivering that production ramp while gold prices stay strong. See how lower unit costs, rising cash generation, and a peer-based market comparison could change how investors view the business—and what assumptions have to hold for it to work.Read more
Competent management and people first culture.
A new CEO is pushing a people-first culture in this legal services group, aiming to hire and keep talent while it grows through both new clients and acquisitions. As past clean-up costs fade, profits could start to better reflect the underlying business—though the plan depends on execution and avoiding another round of surprises.Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Cathay Pacific sits in a fast-growing part of Asia and has a strong reputation, but its heavy reliance on air freight leaves it exposed if a worsening US–China trade fight slows the region’s economy. The big question is whether its China-linked growth story can arrive in time, or whether the near-term shock keeps the stock grounded.Read more
Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more
Risky Gold Miner recovery Play
This tiny gold miner is already pulling gold out of the ground, but it’s carrying heavy debt and is still not meeting the production level it first promised. The next big question is whether its main lender gives it breathing room or forces a raise that could dilute shareholders.Read more
Intel's Transformation Will Drive Massive Evolution in the Semiconductor Industry
Intel is no longer just the chip giant that fell behind—it's racing to regain its edge in manufacturing and is starting to win support from major customers and the US government. The biggest twist is its push to make chips for other companies and bring AI features into everyday processors, which could change how the market views its future—if the turnaround holds.Read more
