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Joint Stock Company Kazatomprom (KAP) presents a compelling investment opportunity, positioned as the world's largest and lowest-cost producer of uranium. Our mid-case scenario projects a target price of 37,783.14 KZT by the end of 2029, representing a potential total return of 61.1% from the last close of 23,456.08 KZT.

Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.

Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.

Overseas Realty (Ceylon) PLC (OSEA) – Buy ⭐⭐⭐ Current Price: Rs. 38.10 P/E Ratio: ~6.3× (below peer and sector averages) PEG Ratio: ~0.28 (signals undervaluation) Dividend Yield: ~3.7% Investment Thesis OSEA is an undervalued asset play anchored by two landmark Colombo properties — the World Trade Center and Havelock City. With the Havelock City Mall now 94% occupied and Mireka Tower steadily leasing (~42% as of end-2024), rental income is ramping sharply.

At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.

Overview Pacific Basin is a leading player in the Handysize / Supramax segment of the dry bulk shipping market. Having held the stock for fifteen years, I have grown increasingly confident in the management of the company for the following reasons: After an earlier misguided attempt to diversify into other shipping sectors after the dry bulk boom of 2007-2008, the Company is now laser-focused on its strategy to specialise in minor bulks.

Unique “boots on the ground” software integration strategy by deploying engineers on site to ensure adoption and synergies are achieved. This is also accomplished through the 500+ AIP bootcamps offered by Palantir to ensure operational on-boarding and user engagement.

Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.