Global Community

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 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

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

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

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

(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

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

Carlsberg will gradually evolve from a traditional beer company into a broader premium beverage group, with beer, soft drinks and alcohol-free beverages all contributing to growth. The acquisition of Britvic strengthens Carlsberg’s exposure to soft drinks and gives the group a more balanced portfolio at a time when beer volumes are under pressure in some markets.Read more

Judo Bank is one of the more unusual financial stocks on the ASX because the operating business and the market’s perception of it currently look very different. Operationally, Judo has built a genuine small-business banking franchise, with profit growth, solid net interest margins and a clear niche serving Australian SMEs through relationship-based lending.Read more