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Global Weekly Picks
Many trends acting at the same time
Disclaimer: this narrative attempts mainly to put together themes, not justify the fair value estimation provided. On the DEMAND side, there are multiple drivers supporting the thesis of a multi-year silver bull market: 1.Read more
Staggered by dilution; positions for growth
Near term excitement and AI frenzy buyers have driven the share price into dilution and undervaluation thanks to current market uncertainty and volatility. APLD relies heavily on their contracts to sustain growth which for the near and mid term appears to remain solid in the presence of increased demand for high capacity, high speed infrastructure.Read more
Engineered for Stability. Positioned for Growth.
Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more
Perdana Petroleum Berhad is a Zombie Business with a 27.34% Profit Margin and inflation adjusted revenue Business
Valuation Where do you think the business will be in 3, 5 or 10 years time? Either privatisation to clean the books and get the ship running with less leakages.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
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
Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case
Recursion Pharmaceuticals is currently at a critical inflection point. For years, the company was viewed as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI.Read more
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more
The Hidden Gem of AI Hardware – Solving the Data Center Bottleneck
POET Technologies is not just a component manufacturer; it is the architect of the "optical nervous system" for the AI era. While the market focuses on GPUs (Nvidia), the critical bottleneck has shifted to data transfer speeds and energy efficiency.Read more
Bisalloy Steel Group will shine with a projected profit margin increase of 12.8%
This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more
