Global Community

An analyst friend from Malaysia asked me to take a look at an M&A exercise involving two regional large-caps which has recently gone awry. I finished the valuation and shared it with him, then asked him if I could post it here since I had already done the work.Read more

Nestlé: From Infant Formula to a Global Nutrition & Health Empire Most people think they understand Nestlé. Chocolate.Read more

Horizon Aircraft is trying a different route to flying taxis: a plane that takes off like a helicopter but cruises like a normal aircraft, so it doesn’t depend on widespread charging networks. The team’s rewards hinge on hitting a bigger company size, and the story looks at whether patents, early customer interest, and upcoming flight and approval milestones can outweigh funding and certification risks.Read more

Stellantis takes a hit in the first half as costs surge and North America weakens, but it still has a cash buffer and a dividend that could buy it time. A new CEO, a wave of upcoming vehicle launches, and a promised second-half rebound set up a make-or-break period for a potential recovery.Read more

I have an unapologetic bias towards smaller Australian industrial companies with diversified customer bases. Korvest Ltd is one such business.Read more

INTC Primer: No Equity Dilution Necessary (Part 1) When I first wrote about INTC (link above), the stock was trading at around $20. At the time, Intel could do no right — Pat Gelsinger was fired, Foundry was eating up precious cash flow, the dividend was cut — it was a perfect storm of unfortunate events.Read more

Yeo, enerjiyi teknolojiyle birleştiren bir mühendislik ve EPC şirketidir. Şirketin büyüme stratejisi bu kollarda ilerliyor: EPC ve Küresel Projeler: Güneş, rüzgar santralleri ve yüksek gerilim trafo merkezlerinin kurulumunda 30’dan fazla ülkede aktif rol alıyorlar.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, company presentations, and personal analysis at the time of writing, and they may change without notice.Read more

1. Fundamental Analysis: Strong Foundation Amid Margin Pressure (Q1 2026) Stable Net Profit: LSIP recorded net profit of Rp 394.4 billion in Q1 2026, a slight increase of 0.7% YoY compared to Rp 391.8 billion in the same period last year.Read more