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The automotive software industry is undergoing its most profound transformation in a century. Every new vehicle rolling off a production line today contains 100–150 million lines of code.Read more

Investment Memorandum – Xiaomi Corporation (HKEX: 1810) 1. Executive Summary Xiaomi Corporation is a leading global consumer electronics and technology company transitioning into a full-stack ecosystem player spanning smartphones, AIoT, internet services, and increasingly electric vehicles (EVs) and AI.Read more

Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more

Take-Two leans heavily on the next Grand Theft Auto, with pre-orders and fresh updates expected soon and a launch set for the holiday season. The big question is whether demand lives up to the hype—or whether another delay or a crowded games market spoils what could be a major turning point for the company.Read more

Low debt, with room to issue more to cover dividend or existing growth project if needed by YE 2025 as a low fiscal risk position. Allows for strategic M&A if a downturn occurs for pulling ahead of competition.Read more

Gold Li Holdings Berhad’s share price has weakened following its ACE Market debut , but the pullback is also drawing attention to the property developer’s underlying earnings performance and asset-backed business model. The Johor-based group recently reported a full-year net profit of RM9.5 million for the financial year ended 31 January 2026, up 21.2% from RM7.84 million previously, while revenue edged higher to RM66.8 million.Read more

Investment Assessment Report: AngloGold Ashanti Ltd. 1.Read more

Jarir looks more like a steady, dividend-paying business than a fast grower, with recent results helped by strong phone demand that may not last. If you’re looking for reliable income, the key question is whether today’s price already reflects that stability and payout.Read more

Blackrock Silver is chasing a high-quality silver and gold find in Nevada, with early work suggesting the deposit could be much bigger than the market expects if drilling keeps delivering. But it’s still years away from proving it can become a real mine, and delays, new fundraising, or weaker metal prices could quickly change the story.Read more