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Executive Summary Transnational Corporation Plc (“Transcorp Group” or “the Company”) delivered a resilient and impressive financial performance for the nine months ended 30 September 2025 , underscoring its strategic agility, diversified operations, and strong execution capability. Revenue rose 39% year-on-year to ₦413.4 billion (Q3 2024: ₦297.7 billion), reflecting broad-based growth across the Group’s power and hospitality segments.Read more

Executive Summary The Initiates Plc posted strong financial results for the nine months ended 30 September 2025, reflecting exceptional revenue growth, improved cost management, and significant profit expansion. Revenue from contracts with customers increased 129% YoY to ₦5.38 billion , supported by strong market demand and operational efficiency.Read more

Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more

Salesforce (NYSE: CRM) delivered another strong quarter, proving it can grow revenue while expanding profitability—something investors have demanded for years. For Q2 fiscal 2026 (ended July 31, 2025), revenue climbed 10% year-over-year to $10.2 billion , with subscription and support revenue up 11% to $9.7 billion.Read more

China Tourism Group Duty Free remains one of the most structurally underestimated consumer plays in China. Despite near-term market volatility and macro uncertainty, the company’s long-term competitive moats—its exclusive duty-free licenses, dominant market share, and unmatched access to Chinese outbound tourism—remain intact and deeply undervalued.Read more

Executive Summary Oando PLC delivered a significant earnings recovery for the nine months ended September 30, 2025, supported by robust upstream production performance, disciplined cost management, and substantial net finance income. Despite top-line pressure from lower product trading volumes and margin compression, the Group returned to strong profitability, benefiting from increased crude output, improved asset utilization and favourable financial settlements.Read more

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more

After years of turmoil, Atos stands on the verge of a remarkable turnaround. The company’s Genesis Plan targets leaner operations, debt reduction, and a pivot toward high-margin sectors like cloud, AI, and cybersecurity, areas where demand and state support are surging.Read more

Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.Read more