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Peter Lynch Valuation Based on the formula: Earnings growth rate × TTM EPS, ValueInvesting.io estimates a fair value of $9.09, with 122% upside from recent trading ($4.10 on June 13) . Note this method may overstate value in a cyclical royalty trust like MARPS, but still highlights a potentially significant gap.

Duopharma Biotech Bhd (KLSE: DPHARMA, ticker 7148) Healthcare – Pharmaceuticals / Biotech Investment Review Recommendation: HOLD (Initiated) Key Metrics Company Overview Duopharma Biotech Bhd is a leading pharmaceutical manufacturer in Malaysia, involved in the research, development, manufacturing, and distribution of generic and specialty pharmaceutical products. Its operations span: Ethical Classic : General therapeutic generics (e.g., cardiovascular, anti-infectives) Ethical Specialty : Bio-similars for oncology, renal, and metabolic diseases Consumer Healthcare (CHC) : Notable OTC brands like Champs, Flavettes, and Uphamol As of 2025, it exports to multiple countries and operates from 3 GMP-certified manufacturing facilities.

Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.

Q2 2025 Financial & Operational Highlights Financial Performance Cash from operating activities: $2.37B (up from $1.31B in Q1; down from $2.81B in Q2 2024) Adjusted funds flow (AFF): $1.52B (down from $2.21B in Q1; down from $2.36B in Q2 2024) Free funds flow (FFF): $355M (down from $983M in Q1; down from $1.21B in Q2 2024) Net earnings: $851M ($0.45/share), down slightly from Q1 ($859M) Capital investment: $1.16B (steady YoY) Net debt: $4.93B (down from $5.08B in Q1) Return to shareholders: $819M $301M share buybacks $368M dividends $150M preferred share redemption Revenue & Margins Total revenue: $12.3B (down from $13.3B in Q1) Operating margin: $2.1B (down from $2.8B in Q1) Upstream margin: $2.1B (down from $3.0B in Q1) Downstream margin shortfall: ($71M) (improved from Q1 shortfall of $237M) Production & Throughput Upstream production: 765,900 BOE/d (down from 818,900 in Q1) Christina Lake: 217,900 bbls/d (↓ wildfire disruption) Foster Creek: 186,100 bbls/d (↓ planned maintenance) Sunrise: 50,300 bbls/d (↓ maintenance) Lloydminster thermal: 97,800 bbls/d (↓ outage at Rush Lake) Downstream crude throughput: 665,800 bbls/d (steady; utilization 92% ) Canadian refining: 112,400 bbls/d (104% utilization) U.S. refining: 553,400 bbls/d (90% utilization) Key Growth & Project Updates Narrows Lake: Achieved first oil (July), ramping to 20–30K bbls/d by year-end. Foster Creek optimization: 87% complete; 4 new boilers adding 80K bbls/d steam capacity.

GSL has delivered strong H1 2025 financial results, underpinned by robust topline growth (+9.7% in Q2, +8% in H1), consistently high fleet utilization (~95–97%), and forward contracted revenue coverage of 96% for 2025 and 80% for 2026. The company maintains a fortress balance sheet, with net leverage below 1×, investment-grade credit ratings, and disciplined capital allocation through dividends and opportunistic buybacks.

Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.

Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.

United Bank for Africa (UBA) kicked off 2025 with a 30.65% jump in pre-tax profit to ₦204.27 billion and a 33.15% rise in net profit to ₦189.84 billion , underlining the strength of its core banking operations and resilient income streams despite intensifying cost pressures. Key Highlights (Q1 2025 vs.

☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.