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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

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

Discovery Silver has shifted from a “one big silver project someday” story into a company that already produces gold in Canada, while still holding a huge silver project in Mexico for future upside. The big question is whether it can grow output and keep costs under control without taking on too much debt or selling lots of new shares.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

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

GQG Partners looks like a rare kind of money manager: it throws off a lot of cash and returns most of it to shareholders, yet investors are pulling money out after a rough patch. The key question is whether this is a temporary slump you get paid to wait through, or the start of deeper problems tied to one star manager and a few lingering headlines.Read more