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Global Weekly Picks
Why Now Is The Time to Buy ASML
ASML is the only company that makes the specialized machines needed to produce the most advanced computer chips, and demand is being pulled forward by AI and next‑generation computing. After investors reacted badly to a cautious near‑term message, the case here is that the long-term drivers and repeat service business make the pullback worth a closer look.Read more
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more
Aluminium du Maroc's strong market position and recent financial performance indicate potential for stable growth over the next five years.
Considerations for the Next Five Years: Market Position: As a leading designer and manufacturer of aluminum alloy profiles in Morocco, Aluminium du Maroc holds a significant position in the domestic market. Financial Performance: The recent decline in revenue alongside an increase in net income suggests improved operational efficiency or cost management. Dividend Policy: A consistent dividend yield may appeal to income-focused investors, reflecting the company's commitment to returning value to shareholders. Industry Dynamics: Factors such as fluctuations in aluminum prices, competition, and changes in construction and manufacturing sectors could impact future performance. Aluminium du Maroc's strong market position and recent financial performance indicate potential for stable growth over the next five years.Read more
Opthea Test
Opthea is testing a new add-on treatment for a common cause of vision loss that aims to help patients keep their sight for longer when used with today’s standard drugs. With late-stage trial results coming soon and big drugmakers already active in this area, the next year could decide whether this becomes a widely used new option—or a costly setback.Read more
Nickel Asia upside with FV estimate Php5.18 is significant at 128%
Nickel Asia’s move to sell its stake in a loss-making processing venture could lift near-term results and free up cash to fund new mines and renewable power projects. The bigger question is whether this shift helps the company ride long-term demand from electric vehicle batteries while navigating weak nickel prices.Read more
Growth Stock With a Fair Valuation
A Market Leader Driving Innovation and Growth in Business Solutions Fortnox AB is a standout player in the SaaS (Software-as-a-Service) space, providing cloud-based solutions tailored to small and medium-sized enterprises (SMEs). Known for its user-friendly interface, strong customer retention, and expansive ecosystem, Fortnox has become the go-to platform for businesses in Sweden.Read more
EVgo's Next Decade Will be a Charging Odyssey Worth Watching
EVgo wants to become the go-to place Americans stop for fast charging away from home, using partnerships and software services to make its network more useful over time. The big question is whether it can scale up before competition, rule changes, and heavy buildout costs catch up.Read more
AMD’s Game-Changing Q3 Highlights
AMD is gaining momentum as more cloud and enterprise customers choose its chips to power data centers and run AI, helped by new products and deeper partnerships. But weaker demand in some of its other lines of business and intense rivalry could still trip it up if expectations stay high.Read more
