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Global Weekly Picks
I-BERHAD Delivers Resilient Q1 Performance as AI-Living Strategy Gains Momentum
i-City reflects I-Berhad’s strategic transition towards an AI-enabled, integrated urban ecosystem platform, anchored by its AI-led urban development approach I-Berhad has started FY2026 on a resilient footing as the group continues advancing its transformation into an AI-enabled integrated urban ecosystem platform. For the first quarter ended 31 March 2026, the group posted revenue of approximately RM44.0 million and profit before tax (PBT) of RM12.7 million , improving from RM12.4 million recorded in the corresponding quarter last year.Read more
Why a 46 % NAV Discount May Be Mispriced
1. A Company Built on Innovation Capital TriplePoint Venture Growth BDC Corp.Read more
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.Read more
NuScale Power will achieve impressive revenue growth if Entra1 can deliver
The detailed relationships between Fluor, ENTRA1, and NuScale SMR demonstrate a transition from traditional corporate stewardship to a modern, asset-light, developer-led model. Fluor provided the foundational stability but is now fully monetizing its investment, leaving NuScale to navigate the commercial market with ENTRA1 as its primary engine for growth.Read more
Nova Ljubljanska Banka d.d will expect a 11.2% revenue boost driving future growth
The NLB Banka Vision: Achieving €2.2 Billion Revenue and €1 Billion Profit NLB Banka stands at a pivotal moment in its journey. Guided by a bold vision set forth by its Board of Directors, the bank is primed to transform into a leading financial powerhouse across Southeastern Europe (SEE).Read more
Honeywell - The Demand-Side of the AI Infrastructure
Honeywell Automation (RemainCo) — The Demand-Side of the AI Infrastructure Trade Nobody Is Talking About Ticker: HON (pre-separation) → HON Automation (post June 29, 2026) Current Price: ~$217 Separation Date: June 29, 2026 Rating: BUY - Initiation The One-Line Thesis Everyone is buying the power generators and the semiconductors. Nobody has priced what happens when $19 billion of building, industrial, and energy technology backlog gets re-rated as a pure-play AI infrastructure and energy transition play.Read more
Carnarvon Energy sees 167% upside if oil holds above $100
If the Dorado development begins production by July 2027, then revenue on the 20% stake in the project will return a total of $150-250million AAR. With this income the stock's new valuation would be around $0.25 AUD/ share, which means that stock at $0.11 AUD/share is currently 127% undervalued, assuming market conditions hold and project is completed on time.Read more
NVIDIA: The Indispensable Backbone of the AI Revolution
NVIDIA Corporation is not just another semiconductor company — it is the foundational infrastructure layer upon which the entire AI economy is being built. But even the best companies can be overbought.Read more
