Global Community
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Global Weekly Picks
GSL Q2 Result: Well-Covered Contracted Revenue and Ultra-Low Valuation Support Attractive Total Return Case
GSL has delivered strong H1 2025 financial results, underpinned by robust topline growth (+9.7% in Q2, +8% in H1), consistently high fleet utilization (~95–97%), and forward contracted revenue coverage of 96% for 2025 and 80% for 2026. The company maintains a fortress balance sheet, with net leverage below 1×, investment-grade credit ratings, and disciplined capital allocation through dividends and opportunistic buybacks.Read more
A fortress-like financial tech company riding global digital payments and fintech innovation waves
1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.Read more
The tech giant that’s so deeply embedded in modern life, you probably interacted with it before your first cup of coffee today.
1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.Read more
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.Read more
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.Read more
DAAR Communications Plc H1/Q2 Result – Structural Asset Strength Overshadowed by Persistent Operating Losses
DAAR Communications Plc’s H1 2025 financial results continue to reflect a structurally weak operational model with persistent bottom-line losses, eroding investor confidence despite the company’s large asset base and historical significance in Nigeria’s media industry. While revenue showed modest growth year-on-year, rising costs, weak cost controls, and negative retained earnings reinforce a bearish investment outlook.Read more
UPDCREIT H1/Q2 Result- Attractive Yield but Low Growth Trajectory
UPDC REIT continues to offer stable, inflation-resilient rental income and interest earnings, underpinned by a conservatively managed balance sheet. However, a lack of growth in distributable income and zero asset disposals in H1 2025 highlights a maturing portfolio with limited upside.Read more
Circle: Powering the Digital Dollar (but at what cost?)
Company Overview Circle is the issuer of USDC, the world’s second-largest stablecoin. As of July 2025, USDC has: $62.3B in circulation $25.5T in cumulative on-chain transaction volume Zero depegs during market stress Circle went public in July 2025 under the ticker CRCL, after years of operating privately and disclosing financials through SEC reports.Read more
Strong Earnings Momentum and Deposit Growth Support Positive Outlook for Abbey Mortgage Bank Plc Q2/H1 Result
Abbey Mortgage Bank Plc delivered a solid H1 2025 performance, with double-digit growth in revenue and profitability metrics, driven largely by increased interest income and cost control. While rising deposits and expanding total assets signal growing investor and customer confidence, declining loan book size raises questions about asset deployment efficiency.Read more