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Global Weekly Picks
Resilience in Healthcare-LYC Healthcare
LYC Healthcare: Progress Amid Challenges LYC Healthcare’s latest Q2 FY2025 results reflect steady progress, with revenue rising 29% year-on-year to RM41.74 million from RM32.01 million. This growth was driven by strong performance in its nutraceutical, clinical, and confinement businesses, alongside contributions from new subsidiaries.Read more
Uncertain/Neutral - 3 Years
The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.Read more
BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?Read more
Hims & Hers are taking grip on Telemedicine
Catalysts Financial Performance : In 2023 , Hims & Hers reported impressive financial results: Revenue : Reached $872.0 million , reflecting a 65% year-over-year increase. Net Income : Achieved $1.2 million in Q4 2023.Read more
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.Read more
if $4,000 is the target gold price
To estimate the potential stock price of Red 5 Ltd based on a predicted gold price of $4,000 per ounce, we can follow these steps: Step 1: Estimate Future Revenue Projected Production : Current production: 425,000 oz. Additional production from Sugar Zone (once operational): 80,000 oz.Read more
Patent Expirations And Competition May Limit ARM’s Market Share
Key Takeaways ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.Read more
If silver reaches $100 per oz and gold reaches $3,000 per oz
Overview of Pan American Silver Current Position: Revenue Sources: 65% from gold, 20% from silver, and the rest from base metals. Resources: Approximately 1 billion oz of silver and 26 million oz of gold.Read more
Paycom's Recurring Revenue Reaccelerates as Beti Implementation Finalizes
Meaning Paycom Software is a major player in the Human Capital Management (HCM) software industry. HCM software companies typically offer a suite of different products which encompass all HR related functions.Read more
