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TRANSCORP GROUP PLC – SUSTAINED REVENUE MOMENTUM AND PROFIT GROWTH ANCHOR STRONG Q3 2025 PERFORMANCE
Executive Summary Transnational Corporation Plc (“Transcorp Group” or “the Company”) delivered a resilient and impressive financial performance for the nine months ended 30 September 2025 , underscoring its strategic agility, diversified operations, and strong execution capability. Revenue rose 39% year-on-year to ₦413.4 billion (Q3 2024: ₦297.7 billion), reflecting broad-based growth across the Group’s power and hospitality segments.Read more
DLocal's Future Looks Bright with 29x Future PE
The trading narrative for dLocal (DLO), based on the DCF Valuation - HatedMoats article, is that the stock is significantly undervalued. Key Trading Narrative Points: Verdict: Undervalued.Read more
One of the first real AI-native winners
Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more
Difficulty road ahead for this Grocery Store but a possible way out over a long road once the shocks to the consumer subside
Scenario (current figures as of 2025-11-11): Yearly evenue Growth Rate stats at least the current 1.79% on average. ACI is able to increase Profit Margin from currently anemic 1.20% to 1.50% (industry average is 3.02%) through management of non-performing locations, automation, on-line and "digital" efforts.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
Scenario: 2% yearly Rev Growth, 8% Margin and 5% Risk Discount Rate and divestitures unlocking hidden intrinsic value.
Scenario (figures as of 2025-11-11): 2% yearly Revenue Growth, a conservative target. 8% Margin (a signifcant improvement from the current -17.35%, and slightly over the Food average of 7.34%), an aggresive but achievable improvement.Read more
Ellah Lakes Plc – Capital Raise and Strategic Debt Conversion Signal a Bold Turnaround Play
Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.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
Is IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?
Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more