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Global Weekly Picks
SCIg Therapy Adoption And Oncology Expansion Will Ultimately Disappoint Long-Term Expectations
Catalysts About KORU Medical Systems KORU Medical Systems develops and commercializes subcutaneous drug delivery systems, focused on infusions for immunoglobulin therapies and other specialty biologics. What are the underlying business or industry changes driving this perspective?Read more
Power Demand Cycle And Project Backlog Will Drive Multi-Year Expansion
Key Takeaways Diversified project backlog and strong industry trends position Argan for multi-year revenue and margin growth, with expanded capabilities in energy, water, and recycling sectors. Robust financial health enables strategic investments and project execution advantages, supporting continued earnings growth and improved long-term profitability.Read more
Large Deal Wins and AI Will Drive Momentum Despite Visa Headwinds
Key Takeaways Proprietary AI development and integration of automation are expanding revenue opportunities and supporting sustained improvements in profitability and market share. Strategic focus on large-scale digital transformation projects and outcome-based services is strengthening recurring revenue and long-term growth prospects.Read more
Upcoming Clinical Milestones Will Drive Rare Disease Pipeline Expansion Into 2026
Key Takeaways Broader patient identification, international expansion, and supportive reimbursement environments are driving sustained revenue growth and improving margins for Mirum's portfolio. Advancing late-stage pipeline programs and leveraging precision medicine support future product expansion, revenue diversification, and long-term earnings acceleration.Read more
Surging Data Center Demand Will Drive Major Utility Infrastructure Upgrades
Key Takeaways Structural demand growth from technology and data centers, plus regulatory-driven grid investments, supports expanding revenues and stable, long-term earnings growth prospects. Operational efficiencies, wildfire risk mitigation, and prudent capital strategy position PG&E for improved margins, credit quality, and sustained shareholder returns.Read more
Rising User Acquisition Costs Will Pressure Margins Yet Diversified Mobile Portfolio Should Endure
Catalysts About Modern Times Group MTG Modern Times Group MTG is a mobile and online gaming group focused on casual and mid-core titles across word, strategy, racing, tower defense and RPG genres. What are the underlying business or industry changes driving this perspective?Read more
Government Spending And NHAI Delays Will Shape Future Execution
Key Takeaways Diversification into new segments and strong order book position KNR to withstand sector cyclicality and stabilize earnings. Efficient operations, smart tech adoption, and prudent balance sheet management support profitability and growth amid industry regulatory changes.Read more
Share Buybacks And Leadership Transition Will Drive Long-Term Shareholder Rewards
Key Takeaways Robust growth in Texas markets, enhanced C&I lending, and tech adoption drive diversification, efficiency, and topline revenue expansion. Strong credit quality and sector consolidation support resilience, talent gains, and opportunities for long-term competitive and earnings growth.Read more
UK Demographic Shifts And Digital Transformation Will Unlock Value
Key Takeaways Ageing populations and pension system growth are driving predictable demand for retirement solutions and ongoing increases in assets under management. Strategic focus on alternatives, ESG, and digital transformation is improving revenue mix, margins, and Legal & General's long-term growth prospects.Read more
