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Walmart is building a fast-growing business outside its core stores, spanning things like specialty food, entertainment, and digital services. The big question is whether it can keep scaling these newer lines while holding its edge online and fending off tougher competition.Read more

Ubisoft’s share price looks bleak after its reset plan and big losses, but one recent deal suggests some of its biggest game series may be worth far more than the market is giving it credit for. The key is how much value sits inside its hit franchises and streaming rights—and whether restructuring, governance, and labor issues keep that value locked up.Read more

REA Group runs Australia’s biggest home‑listing site, and the share price has slid on fears about a proposed property tax change that hasn’t even become law yet. The bullish case is that agents and buyers still rely on the platform, so it can keep lifting what it charges over time—while the key watch-outs are government scrutiny and tougher competition.Read more

Lagenda Properties keeps selling affordable landed homes even in a softer quarter, helped by projects in several Malaysian growth areas. A large backlog of homes already sold but not yet delivered, plus new launches coming up, could help keep results steadier than many developers.Read more

EWY:US NYSE Arca iShares Msci South Korea ETF The investment narrative for the MSCI Korea 25/50 Index is that it gives broad, capped exposure to South Korean large- and mid-cap stocks, making it a common benchmark for investors who want a single-country Korea allocation without concentrating too heavily in the biggest names. It is designed to measure the performance of that market segment and cover about 85% of Korea’s free-float-adjusted market capitalization.msci+1 What it represents The index is built to track South Korean equity performance, especially the large and mid-cap portion of the market.Read more

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, and personal analysis at the time of writing, and they may change without notice.Read more

Accumulate below ~A$23 (add more < ~A$20). A wonderful compounding franchise at a fair-not-cheap price: the quality clears the gate, but the static margin of safety and asymmetry fall short of the deep-value entry discipline.Read more

ServiceNow runs the behind-the-scenes work that keeps big companies moving, so it can feel “boring” until you imagine what breaks when it goes away. As businesses rush to use AI without losing control, ServiceNow could become the system that keeps AI safe and orderly inside the enterprise—yet the market may still be treating it like just another replaceable software tool.Read more

Bath & Body Works is reshaping how it sells, with more stores outside malls, updated store formats, and a loyalty app that keeps customers coming back. The upside is new product categories, but shifting shopper habits and fast-changing tastes could still pressure sales and force heavy discounting.Read more