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GTA Holdings Berhad is entering the ACE Market with an interesting combination of an established aviation MRO business, strong earnings growth and a clear expansion strategy. Unlike airlines or aircraft manufacturers, GTA operates behind the scenes, specialising in the maintenance, repair and overhaul (MRO) of helicopter and fixed-wing engines, while also supplying engines, modules, parts and aviation equipment.Read more

Lendlease (ASX: LLC) at $2.80 — Cheap Assets, But Is the Return Good Enough? I’ve rebuilt my Lendlease valuation following the FY26 result and stress-tested the original thesis.Read more

TheGapReport: Jack Henry & Associates, Inc. (JKHY) Q4 2026 (may 6 - aug 19) Jack Henry closed fiscal year 2026 on August 19 with a prepared remarks section that read less like a quarterly update than a victory lap — record core wins, record trifecta attach rates, record treasury signings, the largest bank client in company history.Read more

The Founder Keeps Buying It. So I Went Looking for What Wall Street Might Be Missing. Most stocks I research end up in the same place: the digital trash can.Read more

Brightstar is building a new gold processing plant in Western Australia and says it’s fully funded, with a clear path to become a bigger producer once construction and start-up go to plan. The bigger question is whether it can hit its timeline and costs while carrying expensive debt—and whether a second, much larger project can turn today’s exploration success into a real mine.Read more

A big overseas takeover turns Sudarshan into a global pigment leader, and the latest results suggest the worst of the integration pain may be fading as orders and cash flow improve. The key question now is whether the rebound is real demand or just a seasonal bounce—and one upcoming quarterly profit figure could settle it.Read more

At $1.40, CNI looks approximately fairly valued to modestly undervalued , rather than obviously cheap. My central intrinsic value is about $1.45–$1.50 per security , with: Scenario Intrinsic value vs $1.40 Severe downside $0.85–$0.95 -32% to -39% Conservative $1.25–$1.35 -4% to -11% Base case $1.45–$1.50 +4% to +7% Good execution $1.70–$1.85 +21% to +32% Bull / AI succeeds $1.90–$2.10+ +36% to +50% The important point is that $1.40 is not the same type of “discount to hard NAV” opportunity that the $1.81 stated NAV might initially suggest.Read more

Disclosure: I do not hold shares in Toll Brothers. Toll Brothers' latest quarter presents a mixed picture.Read more

Focus 2030: Reuniting the Lotus Brands Lotus Technology’s “Focus 2030” brand-map is about reconciling its storied heritage with modern innovation. By reuniting the Lotus brands (Lotus Technology and Lotus U.K.) under a single trajectory, the company seeks to blend its performance DNA with digital‑first ecosystems.Read more