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Global Weekly Picks
NCC B Will Pursue Major Infrastructure Projects And Margin Expansion This Cycle
Key Takeaways Strong financial position and low net debt support strategic M&A initiatives for future revenue growth and margin expansion. Focus on sustainability and CO2 reduction targets could enhance operational efficiencies and improve profit margins.Read more
SGHC: Medium-Term Financial Outlook Will Drive Renewed Bullish Momentum
Key Takeaways Geographic expansion and regulatory support are unlocking new user bases, driving revenue growth, and expanding Super Group's core markets. Technology investment and product innovation are improving efficiency, user retention, and profitability while supporting long-term structural growth.Read more
2914: Profit Margin Gains And Dividend Outlook Will Support Measured Performance
Key Takeaways Expansion into reduced-risk products and premium offerings drives sustained margin improvement, while innovation investment secures future earnings growth. International acquisitions and market share gains offset declines in mature markets, diversifying revenue and strengthening global competitive positioning.Read more
SAF: Aftermarket Momentum And Macro Risks Will Guide Earnings Through 2025
Key Takeaways Rising global air travel and defense spending, paired with strategic acquisitions, are boosting Safran's growth, diversifying revenue, and increasing earnings stability. Leadership in sustainable propulsion technologies is enhancing Safran's market share, pricing power, and margin resilience amid tightening environmental regulations.Read more
AROC: Expanded Buybacks And Raised Guidance Will Drive Future Upside
Key Takeaways Expanding demand for natural gas and investments in energy infrastructure fuel Archrock's multi-year revenue growth, fleet utilization, and long-term contract stability. Modernizing operations, digital optimizations, and disciplined capital allocation drive margin expansion, operational efficiency, and enhanced shareholder returns.Read more
1310: Majority Stake Acquisition And Leadership Change Will Shape Future Prospects
Key Takeaways Strategic partnerships and advanced technology investments position HKBN for international expansion and increased margins through higher-speed packages and value-added services. Bundling telecom and ICT solutions increases customer retention and upsell opportunities, boosting average revenue and profitability through innovative multi-service offerings.Read more
COCO: Market Leadership Will Sustain Momentum Despite Tariff and Margin Pressures
Key Takeaways Expanding product offerings and international market investments are driving diversified revenue growth and increased market share. Focus on sustainability and supply chain improvements is enhancing brand loyalty, pricing power, and long-term margin stability.Read more
LTM: Expanding Fleet Will Drive Recovery In Regional Air Connectivity
Key Takeaways Rising demand for air travel and cargo, along with digitalization and regional partnerships, is driving sustainable growth and supporting higher-margin revenue streams. Fleet modernization and disciplined cost management following restructuring are boosting efficiency, lowering costs, and enabling continued reinvestment and returns to shareholders.Read more
DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand
Key Takeaways Heightened security threats and evolving regulations are driving global demand for DroneShield's expanding counter-drone solutions, supporting long-term revenue growth across multiple sectors. Proprietary AI technology, SaaS offerings, and global manufacturing capacity boost margins, recurring income, and operational scalability as adoption accelerates worldwide.Read more
