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Global Weekly Picks
Occidental Petroleum to Become Fairly Priced at $68.29 According to Future Projections
Macroeconomic Background: Energy Reality in the AI Age Energy markets are experiencing a structural break from historical supply-demand cycles. While the debate continues about whether demand for traditional hydrocarbons has peaked, the "energy hunger" created by Artificial Intelligence (AI) and data centers is creating a new demand shock.Read more
A case for USD $14.81 per share based on book value. Be warned, this is a micro-cap dependent on a single mine.
Company Overview Scully Royalty Ltd. (NYSE: SRL) is a Shanghai-based holding company (incorporated 2017, formerly MFC Bancorp Ltd.) with roots dating back to 1956.Read more
Agfa-Gevaert is a digital and materials turnaround opportunity, with growth potential in ZIRFON, but carrying legacy risks.
Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more
Hitit Bilgisayar Hizmetleri will achieve a 19.7% revenue boost in the next five years
Why are Hitit's Multiples Higher? As analysts have noted, Hitit's multiples (P/E >30x, EV/EBITDA >20x) are significantly higher than its competitors.Read more
UnitedHealth Stock: Why Scale, Data, and Integration Still Matter in U.S. Healthcare
UnitedHealth Group (NYSE: UNH) sits at the center of the most complex and expensive system in the American economy: healthcare. While many insurers compete primarily on pricing and network breadth, UnitedHealth has spent the last decade building something structurally different.Read more
Keppel DC REIT (SGX: AJBU) is a resilient gem in the data center space.
Keppel DC REIT (SGX: AJBU) is a resilient gem in the data center space, offering stability and income in an AI-driven world—making it a solid hold for long-term investors, though not a screaming bargain at current levels. As of December 2025, trading at S$2.24, it's fairly valued to mildly undervalued, with a P/NAV ratio of 1.42x (NAV S$1.58), suggesting a slight premium justified by its high-quality assets.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more
