Global Community

A little-known builder in Sarawak focuses on government-backed schools and public facilities, which can be steadier work than private property projects. A recent weak quarter spooks the market, but the company is pushing to expand into Peninsular Malaysia—an important test of whether it can scale beyond its home turf.Read more

Walmart’s SBU ‘Other’: A Forward-Looking Perspective As Walmart continues to diversify its business, the SBU “Other” has emerged as a dynamic growth engine, capturing new opportunities beyond traditional retail. The week of June 13–19, 2026, offers a compelling snapshot of this segment’s momentum and sets the stage for future projections.Read more

When a company's market value drops significantly below its liquid assets while it holds historically validated clinical data, it creates a classical "Mispricing" anomaly. Below is an objective analysis of why MBIO is structurally mispriced, what specific assets the market is ignoring, the ticking clock on this thesis, and how to execute a pragmatic investment strategy.Read more

Q2 FY7/26 results update Prioritizing investment in human capital – Q1-2 FY7/26 results were mixed, with sustained high double-digit sales growth and stable high gross margins, with sustained improvement at the parent company level. However, this was offset by an accelerated recruitment profile, which resulted in negative YoY OP growth.Read more

As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach for this - is my thesis Possible?Read more

The market writes NuScale off after a big project gets canceled, but the bigger story is the growing need for always-on clean power as AI data centers expand. With a reactor design already cleared by U.S. regulators and a model built around factory-made, modular builds, it may be better positioned than the headlines suggest.Read more

Renal anemia is one of the most common complications of chronic kidney disease (CKD). As kidney function declines, the production of erythropoietin (EPO) decreases, resulting in reduced stimulation of red blood cell production in the bone marrow and the development of anemia.Read more

oOh!media Limited (ASX: OML) Current Share Price: ~A$1.35, Market Cap: ~A$670 million Highest Takeover Bid Price: A$1.6, Implied Market Cap: ~A$850 million Investment Thesis - The Market is pricing OML below current bid floor oOh!media is a leading Australian out-of-home advertiser, commanding ~35% market share of out-of-home advertising in Australia. The key investment thesis is simple: multiple private equity firms are now competing for the business, which increases the chance of a binding deal much higher than the current share price.Read more

Investors worry that new AI tools could make Intuit’s tax and small-business software easier to replace, and the market is treating that as a lasting hit to the business. The contrarian view is that Intuit’s large customer base, trusted products, and steady cash generation give it more time to adapt than the current mood suggests—if it can turn AI into features customers will pay for.Read more