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Global Weekly Picks
DEI: Capital Markets Activity Will Drive Renewed Confidence In 2025 Execution
Key Takeaways Redevelopment and acquisitions at key locations are anticipated to enhance occupancy and revenue growth, improving net margins and income stability. Joint ventures and strategic debt management could stabilize financial performance, positively impacting earnings and free cash flow.Read more
Urbanization And Automation Will Accelerate Greener Mining Upgrades
Key Takeaways Strong demand, production ramp-up, and technological leadership in electrification and automation position Sandvik for sustained revenue and margin expansion above industry expectations. Advancements in software, recurring revenue models, and energy-efficient solutions increase customer loyalty and reduce business cyclicality, underpinning long-term structural growth.Read more
Rising Indian Energy Demand Will Expand Oil And Gas Opportunities
Key Takeaways Faster-than-expected refinery ramp-up, product diversification, and integration may sharply boost margins and position Oil India as a top-tier refiner. Major investments in exploration, renewables, and policy tailwinds could fuel sustained core growth and higher, more resilient group margins.Read more
Biometric Identity And Cloud Security Expansion Will Drive Long-Term Upside Potential
Catalysts About Fingerprint Cards Fingerprint Cards develops biometric hardware and software that secure digital and physical identity across devices and cloud environments. What are the underlying business or industry changes driving this perspective?Read more
Digital Integration And Asian Tourism Will Drive Leisure Expansion
Key Takeaways Integrated offerings and digital transformation position SkyCity to capture greater revenue per visitor, enhance operating leverage, and improve customer retention. Upside from online gaming, Asian tourism rebound, and efficiency initiatives could drive sustained margin expansion and earnings growth.Read more
Infrastructure And Data Center Demand Will Support Long Term Construction Materials Upside
Catalysts About Titan America Titan America is a vertically integrated producer of cement, aggregates, ready mixed concrete and related building materials serving high growth markets along the Eastern Seaboard. What are the underlying business or industry changes driving this perspective?Read more
Aerospace Demand And Travel Trends Will Lift Supplier Performance Ahead
Key Takeaways Rising aircraft production and global air travel demand are fueling growth in Astronics' high-margin product offerings and strengthening its recurring revenue streams. Strategic portfolio optimization and enhanced certification capabilities are improving profitability and positioning the company for long-term earnings growth and industry leadership.Read more
Tokyo Urbanization And Sustainability Will Transform Real Estate Landscape
Key Takeaways Prime Shibuya assets and integrated Greater Tokyo operations position Tokyu for sustained revenue, profit, and margin expansion beyond market expectations. Strategic asset retention and international urban projects diversify income streams, driving uncorrelated growth across domestic and overseas markets.Read more
Digital Transformation And Aging Populations Will Drive Private Markets
Key Takeaways Structural AUM and inflow growth, driven by strong investor demand and U.S. evergreen expansion, is set to compound fee revenues and margins above expectations. Technology investment, operational efficiencies, and strategic M&A will enhance scalability, margins, and long-term market position.Read more
