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Catalysts Turkcell’s growth is fueled by its diversified business model, including PayCell in digital payments, Superonline in broadband, and Global Tower in telecom infrastructure. The 5G rollout is a key catalyst, expected to drive ARPU growth and boost revenue across services.

Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.

Airtel Nigeria’s revenue fell by 40.34 per cent to $738 million in the nine months ended December 2024 from $1.24 billion in the corresponding period of 2023, despite growth in the demand for data services, according to a financial report released by the regional body. Airtel blamed the decline on the devaluation of the naira, which fell by over 40 per cent in 2024.

Company outlook Overview Chubb Limited is a global provider of insurance and reinsurance products, recognized for its extensive range of offerings and its strong financial performance. The company operates through several business segments, each catering to various aspects of the insurance market.

Smartcenters has a diversified portfolio of clients that are pretty recession proof and immune to standard retail challenges Occupancy rate is higher than industry standards while also being able to charge more due to their quality locations Top-tier management that is financially conservative allows them to keep their incredibly high dividend in times of economic downturn while competitors were forced to lower dividends The company's financial position is solid and the giant dividend they are paying is still maintained by cash flows Expanding into mixed use facilities and self-storage will create a more diversified and secured revenue base Decrease in interest rates will lower costs and improve margins giving the company a better cash position to decrease debt or encourage growth

[Narrative update per Investor announcement 29-Jan-2025] Note: Issues with website 'Valuator' model tool, see price assessment below. Price target is AU$4.11 pre-phase 3 read out, and >AU$5.14 post-read out (mid-2025).

Five Point Holdings (FPH) has delivered a remarkable turnaround, as evidenced by its Q4 results and 2025 guidance that far exceeded expectations. Under the leadership of a consistently strong management team, the company has made impressive strides in property sales, debt reduction, and operational efficiency, while unlocking significant value from its real estate portfolio.

ARM ( NASDAQ:ARM ) the company who's tech you find in almost every smartphone, tablet, and more recently in all modern mainstream Apple devices (M series chips) are a perfectly suited to harness the new "AI hotness" such as DeepSeek. While ARM did sell much of its stake in it's subsidiary (ARM China), ARM is now looking to sell directly to China and is well positioned to design chips which meet or sidestep export controls.

NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.