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Global Weekly Picks
Oasis Home: Sustained demand story looks intact as sales momentum and channel expansion continue
Oasis Home Holding Berhad looks increasingly like a company benefiting from more than just a one-off burst in consumer spending. At its core, the group is involved in the marketing and selling of consumer lifestyle products , with live commerce, its mobile application, and its website serving as its main sales channels.Read more
Huya joins hands with the original team of the Football Super League to kick off the 2026 Jiangsu E-Sports Super League
On April 8, the official press conference of the 2026 Jiangsu E-Sports Super League was held in Luoshe Town, Huishan District, Wuxi. The event is centered on the integration of “ sports + cultural tourism + e-sports ”, and was created by Huya Company in conjunction with the original team of the Football Super League.Read more
Lagenda Properties Berhad: Resilient Profitability and Deep Value in Malaysia’s Affordable Housing Sector
In a challenging macroeconomic environment characterized by fluctuating interest rates and rising building material costs, Lagenda Properties Berhad (KLSE: LAGENDA) has distinguished itself as a standout performer in the Malaysian property sector. As a pure-play affordable housing developer, the Group’s ability to maintain high margins while trading at a significant discount to its peers presents a compelling narrative for investors seeking both stability and growth.Read more
ASML at €725: Geopolitical Risk Priced In, Moat Still Intact
ASML’s story is one of quiet dominance at the heart of global tech. Founded in the Netherlands in 1984, ASML started as a joint venture between Philips and ASM International.Read more
TROPHY GAMES Development Will See Revenue Rise by 22% in the Next 3 Years
Revenue is expected to reach 150–175m in 2026. Gross margins should improve modestly over time.Read more
CRDB Bank's Earnings expected to grow 24.55% C.A.G.R to 2030
CRDB's Net Operating Income is projected to grow 21.96% YoY between 2026 - 2030, driven by strong credit appetite from Tanzania and Burundi, and exponential revenue growth from newly issued subsidiaries CRDB Insurance and CRDB Congo, as well as robust non-funded income growth from its digital platforms as usage continues to surge, and diversification towards other financial services solidifies. A positive jaws between gross income and operating expense growth expected to hold during the projected period as subsidiaries become more profitable and staff productivity continues to surge resulting in a projected earnings growth of 24.55% C.A.G.R between 2026 - 2030.Read more
A case for Steppe Gold, bear case CAD $4, base case CAD $15, bull case CAD $25
Steppe Gold Ltd. (TSX: STGO) as of mid-April 2026 Steppe Gold is a Mongolia-based gold producer operating the ATO mine (oxide phase depleting), plus the integrated Boroo and Ulaanbulag mines acquired in 2024.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
Future Prosperity Awaits with SSE's Impressive 11% Revenue Growth
SSE plc — Investment Memo Investment Thesis SSE is a core UK infrastructure compounder positioned to benefit from the energy transition. It combines: Regulated electricity networks → stable, inflation-linked returns Renewables pipeline → long-term growth Dividend yield → immediate income Hybrid profile: defensive base + structural growth Business Model 1.Read more
