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Global Weekly Picks
The $135 Billion Bet That Should Make Every Shareholder Nervous
ASM Automation: A focused automation player with improving earnings traction and a clearer growth platform
ASM Automation Group Berhad is one of those newly listed industrial names that becomes easier to appreciate once investors understand what it actually does. The group provides automation machinery solutions for the food and beverage manufacturing industry , with its offerings split into Front of Line (FOL) processing solutions and End of Line (EOL) packaging solutions.Read more
Super Micro Computer will achieve a remarkable 19% revenue growth but legal risks justify a big discount.
Super Micro Computer (NASDAQ: SMCI) — Condensed Investment View Business: Supermicro sells powerful computer systems and data storage equipment. It has done well from the recent boom in AI because it builds the kind of machines that AI companies need.Read more
Systech: New Managing Director appointment may strengthen execution and sharpen the group’s next phase
Systech Berhad’s latest boardroom move looks more meaningful than a routine title change. The company has redesignated Dr Low Min Yew from Executive Director to Managing Director , effective 23 April 2026.Read more
Cape EMS moves deeper into higher-value engineering with GrandCape platform
Cape EMS Berhad has taken another meaningful step in its business evolution with the establishment of GrandCape (M) Sdn Bhd , a joint venture with New Grand Tech (HK) Limited. GrandCape is set up as a dedicated manufacturing and engineering platform for Flexible Flat Cable (FFC) , AI data centre (AIDC) , and Battery Energy Storage System (BESS) interconnect solutions.Read more
Rio2's Future Growth Looks Promising with a Revenue Boost of 41%
Rio2 appears significantly undervalued relative to its long‑term earnings potential. Based on the platform’s future estimates, the company is expected to generate US$562.2 million in earnings by 2030 , supported by strong revenue growth reaching US$5.85 billion.Read more
UUE’s latest QR shows a much stronger finish, with quarterly earnings bouncing back sharply
UUE Holdings Berhad’s latest quarterly result gives a more encouraging picture than what the previous quarter may have suggested. For the fourth quarter ended 28 February 2026 , the group recorded RM58.89 million in revenue , up from RM41.95 million a year earlier, while profit before tax rose to RM10.28 million from RM4.56 million.Read more
63% Profit Growth, 6.8× Forward P/E: Inside CWG Plc's FY 2025 Numbers and What They Signal
Business Overview CWG Plc (formerly Computer Warehouse Group) is a pan-African information and communications technology (ICT) company headquartered in Lagos, Nigeria. CWG has evolved from a computer hardware distributor into one of West Africa's foremost providers of enterprise IT solutions across 26 countries.Read more
Protected Profits: How the World’s Largest Condom Maker Turned a Global Crisis Into a "Covered" Investment Opportunity
Every so often, an investment story comes along that makes you pause — not because it is complex or obscure, but because it was hiding in plain sight the whole time. This week’s unlikely standout is Karex, a Malaysia-listed company that quite literally makes a product the world cannot afford to run out of — especially now.Read more
SoftBank Group projected for a 47.93% profit margin surge with 8.04x future P/E
The Arm Holdings Catalyst Arm is effectively carrying SoftBank's momentum right now, and the fundamental data backs up your bullishness: The Power Move: As of April 2026, Arm CEO Rene Haas has taken on the additional role of CEO at SoftBank Group International. This is a massive signal to the market.Read more
