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Global Weekly Picks
Kucingko Berhad: Fundamentals Show Early Recovery as Creative Content Expansion Gains Traction
Kucingko Berhad is one of the more unique counters on Bursa Malaysia because it gives investors exposure to Malaysia’s creative content and animation industry. Unlike traditional manufacturing, property or construction names, Kucingko’s business is built around animation production, content development, intellectual property creation and digital entertainment.Read more
Celsius Holdings ($CELH): $33.04 – Swing Trading Timeframe: 1–2 Months. Score: 8.8/10
Celsius is bouncing back after a rough stretch, and the case is that bigger store reach and new drink brands can restart its growth at home and abroad. But there are real speed bumps—legal questions and pressure to deliver with a major distribution partner—that could make the next leg up bumpier than it looks.Read more
Q-Day: Quantum Hype vs Quantum-Safe Infrastructure
Quantum computers could eventually break today’s online security, and Cloudflare may be one of the quieter beneficiaries by helping companies upgrade the safety layer of the internet. The catch is that the market already expects a lot from the business, so the upside may depend on whether growth and profits stay strong as demand for these upgrades spreads.Read more
iShares Gold Trust will Boost Future PE by 2.7% over Five Years
Note: Please read the important disclaimer at the very end – this is not investment advice, and investing involves risk. The evolving macroeconomic landscape demands adaptable and resilient investment strategies.Read more
A Semiconductor Bet Moving From Science Project to Commercial Story
Weebit Nano has long been treated by the market as an advanced semiconductor science project — interesting technology, credible people, but still too early to anchor valuation to conventional earnings. That perception is understandable.Read more
The U.S. Government Is Desperate for This Metal. This Tiny Miner Has It -- Its Closest Peer Is Already Worth Double.
Let me tell you a story about dirt. Not just any dirt.Read more
Master Tec’s TNB Extension Reinforces Its Utility-Scale Growth Story
Master Tec Group Berhad (KLSE: MTEC) has secured another important vote of confidence after Tenaga Nasional Berhad extended its underground cables and conductors supply contract for one year, with the latest extension valued at RM109.54 million. The extension will run from 10 August 2026 to 9 August 2027, bringing the total contract framework value to approximately RM251.94 million.Read more
Has the LIC Devaluation Run Its Course? A WAM Capital Case Study
(This article was published around a week ago on my substack page: Has the LIC Devaluation Run Its Course? A WAM Capital Case Study ) Over the last several years, the Australian Listed Investment Company (LIC) sector has experienced broad valuation compression, with many vehicles moving from persistent premiums to discounts relative to Net Tangible Assets (NTA).Read more
The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story
Alphabet no longer looks like a bargain, and the market now wants proof the business can keep winning as search, video, cloud, and AI all shift at once. The upside case rests on a resilient ad-and-video core that funds heavy AI spending, a cloud business landing bigger long-term customer deals, and a self-driving unit that’s starting to look like a real business—not a science project.Read more
