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Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.

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

Key Takeaways Possible consolidation in the streaming market will benefit NFLX with better negotiating leverage Internal initiatives of ad-plans and paid sharing will drive user and revenue growth ARPM will increase due to future price increases and advertising revenue Advertising dollars will transition from Cable TV to NFLX as its ad-supported members base grows Discipline on content costs will increase net margins and push future earnings and cash flows higher Catalysts Industry Catalysts Consolidation Of Content In The Streaming Market After 25 years of expensive growth, Netflix has now become the most dominant, profitable streaming player in the world. With 238m subscribers, trailing 12 month revenues of $32bn and cash flows of $4.6bn (all as of June 30 2023), the company has reached scale economics that allow the streaming model to work profitably.

Catalysts The company has become an established offshore rigs topside maintenance services provider with more than a decade long proven track record The struggle between PETRONAS and Petros has created a gap in the industry that needs to be fulfilled by companies with proven track record and financial strength The company has established itself with proven track record for aging oil and gas fields of which there are many in Malaysia The company has started to improve revenue and earnings contribution from large marine assets such as MOPU and a Jack-Up Rig The company has started and completed many energy transition initiatives such as carbon capture projects, conversion of energy sources to gas the less "dirty" type, etc Oil and gas industry has been inundated with bad news and failing peers that dragged the entire market with negativity

28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.

SBC Medical Group Holdings ( NASDAQ: SBC ) is making waves in the aesthetic medicine industry with its dynamic growth strategy and robust franchise model. Analysts at Zacks have set a target price of $11.00, reflecting confidence in SBC's ability to scale its operations and expand internationally.

This is a micro-cap stock that has barely any sell-side broker coverage, and its core business in providing friction reduction for oil and gas companies in the US will be a big winner given Trump is very pro-oil and gas. However, where we see material value that is under-appreciated by the market is their technology which can treat hazardous man-made chemicals known as Perfluoroalkyl and Polyfluoroalkyl Substances (PFAS).

A company that offers road tolling systems and traffic management systems. After share price being up as high as 50 Euros a few years ago, the share price started going South.