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Global Weekly Picks
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At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.Read more
Pacific Basin Betting on Green Methanol for Future Growth
Overview Pacific Basin is a leading player in the Handysize / Supramax segment of the dry bulk shipping market. Having held the stock for fifteen years, I have grown increasingly confident in the management of the company for the following reasons: After an earlier misguided attempt to diversify into other shipping sectors after the dry bulk boom of 2007-2008, the Company is now laser-focused on its strategy to specialise in minor bulks.Read more
Palantir Technologies will drive revenue growth by 50% over the next 5 years
Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.Read more
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.Read more
Saudi Telecom set to evolve into a digital powerhouse with strong government backing
In the next 5 years , STC (Saudi Telecom Company) is likely to evolve into a leading regional digital powerhouse with a strong presence in telecommunications, technology, and digital services. Here’s why: 1.Read more
Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin Boost
Fundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.Read more
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.Read more
The Architect of Integrated, High-Performance Security
When compared to other competitors, Fortinet's valuation makes a lot of sense. Fortinet is a model of profitability and operational efficiency.Read more
