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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
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
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
Pre Commercialization optimism
Lightwave Logic (LWLG) is transitioning from a research-focused entity to a commercial one, with meaningful volume production and licensing revenues anticipated to begin in 2027. Investing.com +1 The following is a breakdown of earnings and revenue expectations for the next three fiscal years based on the company's Q4 2025 earnings call and current guidance: 2026: Execution and Milestone Year Revenue Outlook : Revenue will be driven primarily by material supply and non-recurring engineering (NRE) activities.Read more
NVIDIA Is the Best Business in America. That Doesn't Mean You Should Buy It.
NVIDIA closed fiscal 2026 with $96.6 billion in free cash flow, $54.1 billion of net cash on the balance sheet, and 71% gross margins. The crowd is looking for the right moment to sell.Read more
I would buy Wolters Kluwer because it is a high-quality, cash-generative, recurring-revenue business
I would buy Wolters Kluwer because it combines several qualities I like in a long-term investment: a resilient business model, recurring revenues, strong cash generation, and a customer base that depends on its products for mission-critical workflows. What makes it interesting right now is that the market seems worried about AI-driven disruption.Read more
Aurelia Metals Limited — Transitioning Into a Higher-Quality Mid-Tier Producer
1️⃣ Executive Summary Aurelia Metals Limited has transitioned into a more stable and operationally credible underground producer, with recent developments shifting the investment case toward margin quality and execution consistency. The company is now firmly in an optimisation phase.Read more
