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ZIM’s story isn’t about quarter-to-quarter earnings, it’s about positioning ahead of the next freight-rate cycle. The company spent the last two years strengthening its balance sheet, modernizing its LNG-powered fleet, and preserving cash.Read more

AppLovin (NASDAQ: APP) posted another stunning quarter, solidifying its position as one of the most profitable AI-powered software platforms in the public markets. For Q3 2025, revenue surged 68% year-over-year to $1.405 billion , while net income nearly doubled to $836 million , up 92%.Read more

After years of turmoil, Atos stands on the verge of a remarkable turnaround. The company’s Genesis Plan targets leaner operations, debt reduction, and a pivot toward high-margin sectors like cloud, AI, and cybersecurity, areas where demand and state support are surging.Read more

Oil price recovery If oil prices (e.g., WTI or Canadian-crude equivalent) rise back to a healthier range — say US $80-100 per barrel (depending on Canadian costs) — then drilling activity for producers generally increases (they’re more willing to bring rigs online, expand programs). For Stampede, this would mean higher utilization of its rigs, more revenue per day, better margins (since fixed costs get spread).Read more

Ex-pack Corrugated Cartons PLC Introduction Ex-pack Corrugated Cartons PLC, a subsidiary of Aberdeen Group was established in 1997, It is a Manufacturer and marketer of high quality printed corrugated cartons to an infinite range of customized high quality packaging solutions for both sri lankan and export markets. Ex-pack corrugated cartons limited provides conception, design, prototyping and production of die cut, laminated, telescopic and value-added cartons to suite the bespoke packaging requirements of clients.Read more

China Tourism Group Duty Free remains one of the most structurally underestimated consumer plays in China. Despite near-term market volatility and macro uncertainty, the company’s long-term competitive moats—its exclusive duty-free licenses, dominant market share, and unmatched access to Chinese outbound tourism—remain intact and deeply undervalued.Read more

1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.Read more

This is a terrible deal for NewGold shareholders. The company has a fair value of $39 here on Simply Wall St and I believe that to be conservative.Read more

1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.Read more