Global Community

Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.

Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.

Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.

Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.

Overseas Realty (Ceylon) PLC (OSEA) – Buy ⭐⭐⭐ Current Price: Rs. 38.10 P/E Ratio: ~6.3× (below peer and sector averages) PEG Ratio: ~0.28 (signals undervaluation) Dividend Yield: ~3.7% Investment Thesis OSEA is an undervalued asset play anchored by two landmark Colombo properties — the World Trade Center and Havelock City. With the Havelock City Mall now 94% occupied and Mireka Tower steadily leasing (~42% as of end-2024), rental income is ramping sharply.

Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.

Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.

Key Takeaways A highly diversified business model and a pristine balance sheet position National HealthCare Corporation for sustained, profitable growth. The company's current low valuation is a result of a short-term drop in net income, which we believe is temporary and creates a compelling investment opportunity.