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Global Weekly Picks
Kucingko Berhad: Fundamentals Show Early Recovery as Creative Content Expansion Gains Traction
After a tough year, Kucingko’s animation business starts to show signs of life, with project work picking up and losses shrinking. It’s also branching out into original characters and stories, plus newer areas like gaming, while leaning on overseas clients and cash set aside to grow.Read more
iShares Gold Trust will Boost Future PE by 2.7% over Five Years
Note: Please read the important disclaimer at the very end – this is not investment advice, and investing involves risk. The evolving macroeconomic landscape demands adaptable and resilient investment strategies.Read more
A value stock that's undervalued.
*The Accenture Story: "The Utility Player of the Digital World"* I think of Accenture like the contractor that every Fortune 500 company calls when they need to renovate their entire house, but for business. Reason 1: The Foundation - Built to Last* Accenture isn’t a startup with a cool app.Read more
The U.S. Government Is Desperate for This Metal. This Tiny Miner Has It -- Its Closest Peer Is Already Worth Double.
Let me tell you a story about dirt. Not just any dirt.Read more
Master Tec’s TNB Extension Reinforces Its Utility-Scale Growth Story
Malaysia’s national power company keeps renewing Master Tec as a cable supplier, hinting that the business is becoming a dependable part of the country’s grid upgrades. With a fuller pipeline and the chance to run its factories more efficiently as volumes rise, the key question is whether it can keep executing as new projects expand beyond utilities.Read more
NNN - National Retail Properties Inc. | I'm on 75% position and waiting to buy more.
NNN REIT looks like one of those companies that rarely makes noise, yet steadily builds trust over time through a simple, transparent, and highly disciplined business model. The core of the investment case lies in its triple-net structure, supported by a portfolio of 3,711 properties across 50 states and leased to about 400 tenants, which immediately conveys broad and tangible diversification.Read more
Aurinia Pharmaceuticals: Focused Execution in a Narrow but Durable Niche
Aurinia Pharmaceuticals (NASDAQ: AUPH) continues to prove that clarity can outperform complexity. With Lupkynis (voclosporin) as its single commercial asset for lupus nephritis , the company has turned concentration into discipline.Read more
Why I Invest in SIPEF?
Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more
Fair value 7.1B Sek
Catalysts https://mfn.se/all/a/bio-stock/bioval-analysis-of-alzinovas-alz-101-rnpv-of-sek-7-1b Catalysts Alzinova appears undervalued compared to the recent BioVal analysis, which values ALZ-101 at around SEK 7.1bn rNPV , far above the current market valuation. ALZ-101 has shown positive Phase 1b safety and immune-response data, and the company is preparing for Phase 2.Read more
