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Management Summary / Key Takeaways Hub Power Hub Power (Hubco), Pakistan's largest Independent Power Producer, presents an intriguing investment opportunity in the Frontier Markets space. With a current stock price of PKR 106.90 and a Fair Value Estimate of PKR 165.02, there's potential for significant upside.Read more

Key Takeaways Visa is a very high-quality business with an enviable market share and margins. New initiatives like Visa Direct will offset the loss of momentum from legacy growth drivers EPS growth will be driven by ‘higher for longer’ inflation, slightly wider margins, and buybacks.Read more

Key Takeaways Well-diversified drug pipeline with 52 drugs in late-stage approval - a good hedge for its patent expirations Kenvue spin off allows JNJ to focus on its more profitable Medical Devices and Pharmaceuticals segments Continued dividend increases and buybacks are affordable and will help capital returns Post Kenvue, I expect JNJ to grow revenues by 7.5% p.a. from its new baseline of $84B, and at higher margins Some risks around litigation, patent expiry and drug success are present Catalysts Robust Drug Pipeline: 52 Drugs Racing To The Finish Line In Late-Stage Approval The key threat to a pharmaceutical stock is the patent expiration of their high value assets. Should a company lack a product pipeline to bolster its future product portfolio, then losing exclusivity to any one drug can be a hit to the business.Read more

Stock Market Company of the Month: "YOU " Clean Secure" has been making recent headlines from various Money Management Corporations. YOU in the past three months has reached over 80% gain.Read more

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.Read more

Key Takeaways Tesla’s auto market share will grow but less than investors expect The semi will contribute $17.5B if its value proposition matches that of ICE trucks Energy revenues will reach $16.7B in 2028 as industry tailwinds support continued growth If FSD wins, it’s at risk of being shared by government safety mandates PE will re-rate lower in long term to be similar to current auto peers Business has great growth prospects, but even they don’t justify current price Catalysts Tesla’s TAM and Market Share Has Limitations In the last 4 quarters ending Q2’23, Tesla has delivered 1,638,123 vehicles. Approximately 46.8% of total sales are made in the U.S. and we can use this as a basis to estimate the number of vehicles sold in the U.S., which comes out to 766,478.Read more

· The company's stock value has declined this week due to economic and political circumstances in Spain and Europe, particularly with the potential exit of France from the Euro. However, the company's strong fundamentals suggest it will continue on an upward trend, albeit at a slower pace.Read more

Sunzen Biotech Berhad: Q1 FY25 Financial Insights and Technical Outlook Financial Performance Overview Sunzen Biotech Berhad posted a stable financial performance for Q1 FY25, achieving a revenue of RM22.96 million, an 11.42% increase compared to the preceding quarter. Key contributors were: • Human Health Segment: RM17.65 million in revenue, driven by robust export sales of edible bird’s nests to China, constituting 79.32% of segment revenue.Read more

Key Takeaways Core retail business facing limited expansion room, already has a significant market share in the U.S. Ad and streaming businesses are growing and have the potential to be major drivers of future growth. The ad business is well-positioned to capitalize on the growth of e-commerce.Read more