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Global Weekly Picks
Equity Infusion And Branch Rollout Will Transform India's Lending Landscape
Key Takeaways Aggressive expansion into new lending verticals and underpenetrated regions, supported by digital innovation, strengthens loan growth and earnings stability. Growing co-lending partnerships and supportive government policy improve funding access, reduce costs, and help sustain long-term profitability.Read more
Floating Wind And Renewables Will Drive Demand Despite Risks
Key Takeaways Market underestimates Bonheur's first-mover advantage in floating wind and grid expansion, which will drive project backlog, pricing power, and higher margins. Strategic divestments and diversified portfolio enable recurring high-margin revenues, swift scale-up, and resilience, positioning Bonheur for sustained earnings growth.Read more
Trade Diversification And Duty Advantages Will Support Multi Year Expansion In Production Capacity
Catalysts About Jerash Holdings (US) Jerash Holdings is a Jordan based apparel manufacturer supplying global brands with duty advantaged, flexible production capacity. What are the underlying business or industry changes driving this perspective?Read more
IoT And 5G Rollouts Will Boost MEMS Adoption
Key Takeaways Rapid expansion into AI and integrated solutions, plus strong design wins, could drive sustained outperformance in revenue growth and profitability beyond current expectations. Premium, differentiated products and industry shifts toward MEMS timing position SiTime for structurally higher recurring revenue, margin visibility, and resilient market share gains.Read more
New Private Label Contracts And Efficiency Gains Will Drive Long-Term Upside Potential
Catalysts About Ontex Group Ontex Group designs, manufactures and supplies disposable personal hygiene products for baby, feminine and adult care markets worldwide. What are the underlying business or industry changes driving this perspective?Read more
PHAT: Rising Profit Margins Will Drive Stronger Shareholder Value Ahead
Key Takeaways Strategic focus on high-need gastroenterology segments and new indications aims to drive rapid adoption and expand long-term market potential. Extended product exclusivity and cost-optimization efforts are expected to sustain high-margin growth and accelerate the path to profitability.Read more
China, ASEAN, And Taiwan Markets Will Unlock Sustainable Opportunities
Key Takeaways Strengthening asset quality, solar leadership, and regional diversification are driving earnings resilience and growth, especially through sustainable finance and robust ASEAN performance. Investment in digital platforms and partnerships with OEMs supports underwriting efficiency, market expansion, and stable margins across key Asian markets.Read more
Advanced Driver Assistance Adoption Will Strengthen Safety Software And Support Long Term Earnings Durability
Catalysts About BlackBerry BlackBerry provides safety-critical embedded software and secure communications solutions for automotive, industrial, government and enterprise customers, with a growing base of high-margin recurring revenue. What are the underlying business or industry changes driving this perspective?Read more
TNOM: Increased Focus On Spanish Market Will Drive Long-Term Opportunities
Key Takeaways Regulatory-driven digital adoption in Spain and expanding digitalization among SMEs are fueling recurring revenue growth and enlarging the addressable market. Decreasing software investment and successful international expansion are boosting margins, improving cash flows, and lowering revenue concentration risk.Read more
