Global Community
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Global Weekly Picks
Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins
Key Takeaways Disney will transform to a tourism-centered company focusing on parks and resorts, a space lacking any serious competition. I expect sales to grow 4.3% over the next 5 years, primarily driven by Parks.Read more
Tier1 --> empresa familiar TIC en desarrollo. Comerzzia es la estrella
Pequeña empresa española del sector TIC. Su mejor producto sin lugar a dudas es COMERZZIA, software para Retail de bastante implantación en tiendas Food y Nonfood en España.Read more
Resilience in Healthcare-LYC Healthcare
LYC Healthcare: Progress Amid Challenges LYC Healthcare’s latest Q2 FY2025 results reflect steady progress, with revenue rising 29% year-on-year to RM41.74 million from RM32.01 million. This growth was driven by strong performance in its nutraceutical, clinical, and confinement businesses, alongside contributions from new subsidiaries.Read more
SMCI: an "AI winner" with servers housing AI chips
Catalysts Robust Revenue Growth : In the third quarter of 2024, SMCI reported impressive revenue growth. Their revenue reached $3.85 billion, which represents a remarkable 200% year-on-year increase .Read more
Slow Innovation Will Hurt Revenue Growth in Global Markets
Key Takeaways Shrinking stock buybacks will turn away investors who are seeking guaranteed capital returns. Caterpillar being late to electrify and automate their heavy machinery could see customers shift to more technologically advanced competitors.Read more
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].Read more
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.Read more
Productivity Suite, Cloud and AI to Continue Growing, Pushing Up Net Margins
Key Takeaways I'm bullish on Microsoft as a business, its most profitable days ahead Growth avenue: revamp current products with AI, increase offers on Azure cloud Not leader in cloud infrastructure, but dominant in SaaS productivity suite Highest potential growth industries: CRM & ERP, gaming, healthcare Teams: Microsoft's true super app, pushing to make it as prevalent as Office 365 Catalysts Business Catalysts Enhancing the family of apps with AI. By now, most of the investing world regards Microsoft as a leader in AI.Read more
ACN: Richly Priced Despite Extending into GenAI and Cloud Computing
Catalysts Products or Services that Could Move Sales or Earnings Meaningfully Generative AI (GenAI) : Accenture reported $3 billion in new GenAI bookings in FY'24, including $1 billion in Q4. GenAI revenue was nearly $900 million for the full year, up significantly from FY'23.Read more
