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Global Weekly Picks
Rising US Experiential Demand Will Unlock Long-Term Value
Key Takeaways Demographic and consumer trends favor VICI's diversified experiential assets, supporting stable occupancy, revenue growth, and reduced tenant risk. Inflation-protected leases, disciplined funding, and strategic acquisitions position VICI for resilient earnings, dividend growth, and long-term asset value expansion.Read more
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
Key Takeaways Strong growth in private credit, real assets, and fund strategies is driving stable recurring fees and margin expansion, positioning Blue Owl for future earnings growth. Strategic acquisitions, international expansion, and partnerships are broadening access to private markets, enhancing platform scale and supporting sustainable revenue and earnings increases.Read more
AVTR: Activist Pressure And Business Overhaul Will Drive Share Recovery
Key Takeaways Strong demand from pharma and biotech, coupled with innovation and digital transformation, positions Avantor for sustained revenue and customer growth. Cost transformation and investment in specialized solutions are set to drive margin improvement and capitalize on higher-value market segments.Read more
PAMP: Softer Revenue And Margin Outlook Will Limit Future Upside
Key Takeaways Rapid shale oil output and drilling efficiency gains are driving lower costs, higher margins, and production growth, while vertical integration reduces operational risks and funding costs. Expanding renewables and infrastructure investments support cleaner energy transition, stable export-driven revenues, and margin resilience in the power business.Read more
Industry 40 Uncertainties And Capacity Upsides Will Shape Future Markets
Key Takeaways Lack of innovation and delayed adaptation to sustainability trends threaten LMW's market share and margin expansion amid intensifying global competition. Prolonged export demand weakness and overcapacity issues signal ongoing revenue volatility and limited short to medium-term earnings growth.Read more
Dividend Approvals And Upward Profit Margin Will Shape Future Energy Security
Key Takeaways Expansion in integrated services, regional acquisitions, and new technology adoption drive growth, diversify revenue streams, and reinforce competitive positioning as a comprehensive drilling partner. Operational efficiencies and disciplined capital allocation support rising margins, enhanced profitability, and stronger long-term returns on equity.Read more
Fiber Infrastructure Upgrades Will Improve Connectivity Despite Integration Risks
Key Takeaways Structural simplification from the Charter acquisition and ongoing share repurchases support earnings visibility and drive value creation. Investments in fiber and high-speed broadband position assets to capture increased demand, fueling sustainable, long-term revenue and margin growth.Read more
MDLZ: Lower Cocoa Costs And Supply Chain Upgrades Will Drive Efficiency
Key Takeaways Mondelez's global pricing strategy and strategic growth agenda aim to increase revenue and market share, especially in Europe and emerging markets. Innovative brand activations and sustainability initiatives are expected to enhance consumer engagement, brand loyalty, and long-term value creation.Read more
Protein Demand And Automation Will Unlock Australia And New Zealand
Key Takeaways Strategic investments in automation, product diversification, and brand building are set to drive margin expansion and revenue growth despite external market volatility. Focus on sustainability, vertical integration, and diversified customer relationships will support long-term competitiveness, market share gains, and operational resilience.Read more
