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Mobile strategy pays off as churn falls
Q3 FY3/26 results update Strong progress towards full-year forecast – FY3/26 Q1-3 sales rose +3.1% YoY to ¥64.36bn and OP increased +4.5% YoY to ¥14.35bn, as the company’s focus on improving mobile customer LTV (Lifetime Value) started showing results, with churn declining YoY for the first time in 9 quarters. Additionally, the impact from service price revisions and inter-brand migration improvement led to total mobile revenue rising +6.1% YoY.Read more
Micron’s AI Crown Sits on a Cycle That Hasn’t Changed
I. Industry and Business Model Analysis Micron Technology (NASDAQ: MU) designs, manufactures, and sells memory chips—primarily DRAM (dynamic random-access memory) and NAND flash storage—and high-bandwidth memory (HBM), a specialized DRAM variant critical for AI accelerators.Read more
HORIZON AIRCRAFT (HOVR) Institutional Investor Package
Horizon Aircraft is betting that its hybrid aircraft can take off like a helicopter but fly most of the trip like a normal plane, so it can go farther without needing charging stations. The story hinges on upcoming prototype and certification steps, plus whether partnerships, early customer interest, and government support can carry it from testing into real-world use.Read more
Expect EPAM's fair value to reach 59.38
EPAM Systems has long been a darling of the IT services world, but a convergence of structural dangers suggests the stock may be worth half its current value. Three unaddressed red flags point to a brutal de-rating ahead.Read more
DEC.L: Dip-Buying Opp, 8%+ Div & 57-100% Potential Gain Over 12 Months
CURRENT PRICE WARNING & forthcoming DIP-BUYING OPPORTUNITY Technical indicators show a strong sell rating at stockinvestus.com and investing.com - see chart 1 below. CURRENT, TEMPORARY STRONG SELL SIGNAL FOR DEC.L AT STOCK INVEST US From trading platform Stock Invest US on the 4th of June 2026, 1:00 a.m..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
Deep Value Multi Bagger Opportunity
The company is a Spin off from HWO High Arctic Energy Services. HoH has assets (rigs) to operate in LNG extraction in PNG.Read more
Vusion's Profit Margin to Grow by 9.74% Promises Bright Future
My personal estimation of VUSION’s fair value is between €200 to 275 per share , implying +40% to +90% upside versus the current price of ~€140. This valuation is supported by a combination of sell-side consensus (≈€220) and intrinsic valuation models pointing closer to €275.Read more
Every Staffing Stock Is Being Sold. SThree Is the Only One That Benefits From the Thing Killing the Others
════════════════════════════════════════════════════════════════ STHREE PLC (LSE: STEM) — INVESTMENT THESIS The market is confusing a cyclical trough with structural decline ════════════════════════════════════════════════════════════════ Current price: 165p | Price target: 490p | Upside: +197% Bear case floor: 280p | Bull case: 720p Analysis date: June 2026 | Horizon: 24–36 months ════════════════════════════════════════════════════════════════ KEY METRICS AT A GLANCE ──────────────────────────────────────────────────────────────── Net Fees FY25: £323m Net Cash: £68m Contract (recurring): 84% Normalised EPS: ~40p STEM market share: ~2% Normalised EV/EBITDA: 1.8x Operating countries: 11 P/E on norm. earnings: 4.1x ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ I.Read more
