Community

ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.

Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.

Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.

1. Business Overview and Market Scope What the Business Does: Acrow is a Sydney-based provider of support services for the construction industry.

Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.

NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.

The Brew: Olvi's success hinges on its ability to: Capitalize on the Finnish Market: As a leading player in Finland's mature beer market, Olvi benefits from strong brand loyalty and a well-established distribution network. Expand Internationally: Olvi's strategic acquisitions and partnerships have opened doors to new markets, particularly in Eastern Europe, where it has seen significant growth.

Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.

Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.