Global Community

This company’s main dialysis infection product still looks hard to replace, but the market seems to be pricing it as if growth has stalled for good. A pricing change and two upcoming trial readouts could reshape the story quickly, with big upside if things go right—and a clear hit if they don’t.Read more

Ryde is a smaller Singapore ride-hailing and delivery app trying to win customers and drivers with a driver-friendly, no-fee approach and a focus on repeat riders. Partnerships, greener transport options, and plans to expand into new cities could help it grow fast, but it still needs to prove it can scale without losing money.Read more

Luca Mining is coming out of a rough patch with two operating mines in Mexico, improving cash generation, and fresh drilling that could extend mine life and lift output. The catch is that it operates in a higher-risk region and needs better processing results at its main site, so the upside depends on smooth execution.Read more

Four Crashes. Recovery Times of Two Years, Fifteen Years, and Five Months.Read more

Turning Waste into Value Company Overview JAG Berhad (0024, Bursa Malaysia) is a specialised industrial waste recovery and resource recovery player , operating primarily through its Total Waste Management (TWM) division. The group extracts and refines non-ferrous and precious metals: copper, gold, silver, tin, and nickel, from industrial and scheduled waste, with procurement pipelines tied closely to Malaysia’s semiconductor and electronics manufacturing sectors.Read more

Elm Company (Tadawul: 7203) — Equity Analysis Report Report Date: August 13, 2026 | Reference Price: SAR 606.00 | Currency: Saudi Riyal (unless otherwise stated) Equity Convention: Market Capitalization is calculated on 80.0 million issued shares; Earnings Per Share (EPS) is calculated on ~77.9 million weighted average shares (post-treasury). This ~2.7% difference must be noted when comparing multiples across different sources.Read more

Rating: Buy / cyclical AI infrastructure leader Style: Semiconductor memory supercycle, HBM, data-center infrastructure Core debate: Has AI structurally changed the memory cycle, or is Micron showing peak-cycle earnings that the market should not capitalize too aggressively? Executive View Micron Technology has become one of the most important “ picks and shovels ” companies in the AI buildout.Read more

NVIDIA powers the chips and software behind many of today’s biggest AI systems, and demand from the largest cloud companies keeps climbing as a new generation of hardware rolls out. But the stock already assumes things go almost perfectly, and insider selling and growing limits on sales to China could quickly change the story.Read more

Is copper (“Cu”) flying under the radar, overshadowed by the trials and tribulations of gold (“Au”) & silver (“Ag”)? I think it is.Read more