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NAIM Fundamentals Suggest Deep Value
Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.Read more
Procter & Gamble: A Dividend Giant Facing Slowing Growth
🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.Read more
From Retail to Cloud: Valuing Amazon’s Transformation
️Business Overview Founded in 1994 as an online bookstore, Amazon has grown into a global tech powerhouse. Its business is now highly diversified, with improving margins largely driven by the rapid expansion of Amazon Web Services ( AWS ), its high-margin cloud segment.Read more
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.Read more
Exciting Times Ahead as JD.com Projects 12% Revenue Growth by 2025
Stimulus Linkage : Consumer subsidies and employment targets (12 million urban jobs)[1] bolster discretionary spending. JD.com 2025 Projections : Revenue growth of 12-15% YoY[7], driven by appliance subsidies and food delivery expansion; net margin to 3.6-4.0%[11].Read more
Anticipated Future PE Boosts Renault's Market Appeal
Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.Read more
Hazer Group will revolutionize hydrogen with the HAZER® Process by 2035
Recent Performance and Financial Snapshot Hazer’s latest update comes from its FY25 half-year results (1H25, covering July 1 to December 31, 2024), released on February 24, 2025. Revenue grew 46% to AUD$2.1 million from AUD$1.44 million in 1H24, driven by R&D tax incentives and customer contracts.Read more
PPG Industries set to soar with 9% revenue growth in the next 3 years
Industries Investment Analysis: Navigating Challenges and Opportunities in 2025 PPG Industries, Inc. (NYSE: PPG), a global leader in paints, coatings, and specialty materials, presents a complex investment profile as of February 2025.Read more
Delta loses shine after warning of falling travel demand, but still industry leader
Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.Read more
