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The Most Wonderful Monopoly in the Most Dangerous Neighbourhood on Earth
DXN: New executive director appointment reinforces continuity and strengthens execution at board level
DXN Holdings Berhad’s latest boardroom move looks more meaningful than a routine corporate appointment. The group has appointed its CEO, Prajith Pavithran , as its new Executive Director , a move that can be seen as strengthening the connection between daily operations and board-level decision-making.Read more
Northern Solar: Explosive earnings growth makes this solar story harder to ignore
Northern Solar Holdings Berhad is starting to look like one of the more exciting renewable-energy names on Bursa, especially now that its financial performance is showing clear signs of acceleration. The group is involved in the EPCC of solar PV systems , renewable energy generation , and operations and maintenance of solar PV systems , which means it is not just riding on the solar theme from the sidelines, but is already participating directly in Malaysia’s clean-energy build-out.Read more
$BLCO & $COO The Silence BEFORE the AGM: A Retail Investor’s Timeline, Findings, and Opinion on SUSPICIOUS SILENCE!
$BLCO & $COO. The Silence After the AGM: A Retail Investor’s Timeline, Findings, and Opinion on an Unprecedented Governance Failure By a Retail Investor and Portfolio Manager (Opinion) --- I.Read more
The Most Wonderful Monopoly in the Most Dangerous Neighbourhood on Earth
Every AI Chip on the Planet Passes Through One Company's Front Door. That Should Terrify You and Excite You in Equal Measure.Read more
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.Read more
Near zero debt, Japan centric focus provides future growth
AnyColor Inc’s FY 2025 provided solid evidence that refocusing their business structure and resources would provide the necessary catalyst to achieve self sufficiency in a market largely plagued by lack of imagination and stagnation. Realizing their lack of understanding in an English market and audience, a refocus on the Japanese and Asian markets have produced significant results, cut costs and as a result shareholders have rewarded Nijisanji’s efforts with strong market backing which propelled their share price past all-time highs.Read more
NVIDIA will see a profit margin surge of 55% in the next 5 years
1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.Read more
IJM Corp: Has the market become too pessimistic on this blue-chip builder?
IJM Corporation Berhad now looks like one of those large-cap names where the market price may be telling a much weaker story than the underlying business. After Sunway’s takeover attempt lapsed, IJM’s share price fell back toward its pre-offer range, with the stock recently around RM2.31 to RM2.36.Read more
Strong Q4 signals of potential guidance shortfall
Hololive's Cover Corporation continues to experience margin compression due to: Excessive spending, increased annual salaries with employees working with Unreal and their Metaverse project plus a shortfall after a delayed response to Japan-U.S. tariff trade issues. Flat streaming revenue and negative concert/event results in Q3 shows the net result of loss of talent and a general pullback of streaming by talent after management rotated their revenue focus.Read more
