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Global Weekly Picks
Launching 10 NEV Models In 2025 Will Expand Global Market Reach
Key Takeaways Launching new NEV models and expanding globally will positively impact revenue through increased market penetration and sales volume. Merging Zeekr and Lynk & Co aims to reduce costs, enhance earnings, and improve efficiency through lower R&D and operational expenses.Read more
GRMN: Fitness And Wearables Momentum Will Drive Resilience Amid Macroeconomic Uncertainty
Key Takeaways Garmin's premium services and advanced wearables boost revenue, enhancing margins in both Fitness and service segments due to high demand. New aviation products, and expanding foreign markets, drive growth across Aviation and international segments, improving revenues and mitigating trade risks.Read more
BHARTIHEXA: Sustained Connectivity Initiatives Will Balance Moderate Profitability Shifts Ahead
Key Takeaways Expanding digital adoption, rising premium plan usage, and strategic partnerships are supporting stronger revenue growth, higher margins, and sustained ARPU improvement. Reduced capital intensity and enhanced operational leverage are improving free cash flow, bolstering profitability, and strengthening the company's financial position.Read more
5G Build-Out And OpenRAN Will Empower Next Gen Connectivity
Key Takeaways Reduced reliance on third-party networks, network buildout, and strategic partnerships will bolster margins, cash flow, and future revenue growth prospects. Regulatory support and investment in advanced infrastructure position 1&1 to capture premium revenue as demand for high-speed connectivity and bundled services rises.Read more
AVAV: Expanding Defense Programs And New Contracts Will Shape Future Performance
Key Takeaways Expansion into advanced defense technologies and international markets is driving sustained revenue growth, backlog visibility, and long-term earnings stability. Modular, AI-powered platforms and recent acquisitions enable margin expansion, diversification, and operational leverage as defense demands accelerate.Read more
Persistently Weak Sales and Client Outflows Will Pressure Revenue for Years to Come
Catalysts About Old Mutual Old Mutual is a diversified financial services group providing insurance, investment, and banking products primarily across Southern Africa. What are the underlying business or industry changes driving this perspective?Read more
RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside
Key Takeaways International expansion, localization, and platform improvements are fueling rapid global user growth and increasing engagement, broadening Roblox's revenue potential. Enhanced monetization tools and a growing older user base are unlocking new, higher-margin revenue sources and strengthening long-term topline growth prospects.Read more
Cloud and AI Dependence Will Drive Revenue Instability Amid Rising Competition and Macro Risks
Catalysts About FIT Hon Teng FIT Hon Teng is a manufacturer specializing in interconnect solutions for cloud computing, consumer electronics, automobility, and AI-driven infrastructure. What are the underlying business or industry changes driving this perspective?Read more
Rising Competition and Market Risks May Weigh on Non-QM Loans but Opportunities Remain
Catalysts About Angel Oak Mortgage REIT Angel Oak Mortgage REIT is a real estate investment trust focused on originating, purchasing, and securitizing residential mortgage loans, primarily within the non-QM and HELOC segments. What are the underlying business or industry changes driving this perspective?Read more
