Global Community

Browns Investments PLC, a subsidiary of LOLC Holdings PLC, is poised for exceptional performance in the coming years, driven by a confluence of strategic advantages and favorable market conditions. Diversified Portfolio and Strategic Investments: Browns Investments boasts a diversified portfolio spanning key sectors of the Sri Lankan economy, including leisure, agriculture, plantations, construction, and real estate.

Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.

FCMB Group Plc H1 2025: Robust Growth in Core Banking Operations Despite Rising Costs Key Highlights: Gross Earnings Surge : FCMB posted a 41% YoY increase in gross earnings to ₦529.2 billion in H1 2025, reflecting improved interest income and a solid performance across its business units. Strong Net Interest Income : Net interest income nearly doubled to ₦207.4 billion (up 95%) driven by a 70% growth in interest and discount income to ₦458.4 billion.

Fan Milk Limited reported a strong revenue growth and improved profitability for the half year ended June 2025, underscoring operational recovery and cost control in a high-inflation environment. Revenue grew by 58.4% YoY to GH¢506.6 million (H1 2024: GH¢319.8 million), driven by higher product volumes, improved pricing, and stronger brand performance across its dairy and frozen categories.

Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.

BioNxt is developing two platform technologies: a sublingual thin-film technology (ODF) for smart drug delivery and a novel chemotherapy platform in which the active ingredient is activated directly in the tumor—targeting and killing cancer cells while sparing healthy cells. The ODF technology is protected by a European broad patent (intention-to-grant, May 2025), covering a wide range of sublingual active ingredients and is being nationalized in key markets.

RISKS: Search algorithm volatility; U.S./EU regulatory shifts in gambling; operator marketing budgets; integration risk (OddsJam/OpticOdds/Spotlight). Discounted Cash Flow (DCF) Valuation Assumptions Discount rate (WACC): 10% (small-cap, digital media).

Catalysts AI GPU Ramp-Up: AMD’s MI350 series is launching with strong momentum, offering competitive performance and higher ASPs. The upcoming MI400 is expected to push performance even further. Market Positioning: AMD is becoming a cost-effective alternative to Nvidia, appealing to enterprise buyers seeking value.

1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.