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Global Weekly Picks
The Most Wonderful Monopoly in the Most Dangerous Neighbourhood on Earth
Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?
Rating: Buy / Value-Oriented Cyclical Compounder Style: Materials / industrial value with structural aerospace and recycling upside Core debate: Is Constellium just another cyclical aluminum processor, or is it a mispriced value-added aluminum platform with improving margins, strong cash generation, and underappreciated exposure to aerospace, packaging, recycling, and lightweighting? Executive view Constellium looks like one of the more compelling value-oriented names in the materials space.Read more
Only way is up
Catalysts Primarily used as tungsten carbide for cutting tools and wear-resistant applications, it is essential in defense, aerospace, and electronics. I beleive that the three industries mentioned above could move sales or earnings meaningfully.Read more
50% ROE in a Burning Building
Nearly 5,000 Australian construction firms went insolvent last year. Naturally, my stock screener spat out a construction company generating a 50% return on equity.Read more
$BLCO & $COO The Silence BEFORE the AGM: A Retail Investor’s Timeline, Findings, and Opinion on SUSPICIOUS SILENCE!
$BLCO & $COO. The Silence After the AGM: A Retail Investor’s Timeline, Findings, and Opinion on an Unprecedented Governance Failure By a Retail Investor and Portfolio Manager (Opinion) --- I.Read more
Near zero debt, Japan centric focus provides future growth
AnyColor Inc’s FY 2025 provided solid evidence that refocusing their business structure and resources would provide the necessary catalyst to achieve self sufficiency in a market largely plagued by lack of imagination and stagnation. Realizing their lack of understanding in an English market and audience, a refocus on the Japanese and Asian markets have produced significant results, cut costs and as a result shareholders have rewarded Nijisanji’s efforts with strong market backing which propelled their share price past all-time highs.Read more
NVIDIA will see a profit margin surge of 55% in the next 5 years
1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.Read more
Inta Bina bags another contract as strong backlog continues to support outlook
Inta Bina Group Berhad has secured another new job, after accepting a RM32.41 million contract from Eco Ardence Sdn Bhd for the design and build of main building works in Shah Alam, Selangor. The project will cover the development of several shop units, a multipurpose hall and an electrical substation , with work scheduled to start on 15 April 2026 and finish on 15 October 2027 , giving the group an 18-month execution period.Read more
Northern Solar: Explosive earnings growth makes this solar story harder to ignore
Northern Solar Holdings Berhad is starting to look like one of the more exciting renewable-energy names on Bursa, especially now that its financial performance is showing clear signs of acceleration. The group is involved in the EPCC of solar PV systems , renewable energy generation , and operations and maintenance of solar PV systems , which means it is not just riding on the solar theme from the sidelines, but is already participating directly in Malaysia’s clean-energy build-out.Read more
IJM Corp: Has the market become too pessimistic on this blue-chip builder?
IJM Corporation Berhad now looks like one of those large-cap names where the market price may be telling a much weaker story than the underlying business. After Sunway’s takeover attempt lapsed, IJM’s share price fell back toward its pre-offer range, with the stock recently around RM2.31 to RM2.36.Read more
