SSAB sits in a sweet spot as steel trade tensions rise, because it can supply both Europe and the US without being squeezed by border fights. Add in Europe’s push to spend more on building and defence, plus a home currency that could help exports, and the setup looks unusually supportive—once the current market panic cools off.Read more

Lincoln Electric sells the tools and systems that help factories weld and cut faster, and rising automation, reshoring, and infrastructure work could push more customers to upgrade. But the story hinges on real demand picking up—not just price increases—while overseas softness and trade disruptions remain key threats.Read more

PNC is pushing beyond its traditional footprint by winning more customers across a broader national network while keeping a tight lid on costs. The story hinges on steadier results from better control of interest-rate swings and new leadership execution, even as a shaky economy and uneven deal-making activity could drag on parts of the business.Read more

Tesla aims to ride the shift toward electric cars and clean energy, with bets on self-driving software, better batteries, and a growing energy business. The big question is whether it can keep its lead as rivals catch up and rules or factory hiccups slow it down.Read more

Apple keeps winning loyal customers, but the real question is whether the next wave of software features and add‑on services can keep demand strong as smartphones mature. See what could reignite upgrades—and what could trip the business up, from tougher rules to a weaker economy.Read more

Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.Read more

Catalysts Most Immediate Catalysts (1–2 Years) • DTC Growth Acceleration – Nike is prioritizing Nike.com, SNKRS, and flagship stores, improving margins and reducing reliance on wholesalers. • Innovation in Running & Performance – Launch of Alphafly 3, Vaporfly 4, and next-gen sportswear can drive higher demand.Read more

Goldman Sachs leans more on steadier, fee-based businesses as deal-making picks up and more clients shift money into managed investments. The big question is whether new tech-driven efficiency and broader partnerships can outweigh geopolitical shocks, rule changes, and a tougher fight to keep top talent.Read more

Gold prices stay strong and Agnico Eagle leans into new mine expansions and smarter operations, setting up a clear path to grow output and cash generation. The catch is that the story hinges on gold staying high and several big projects going smoothly, so any slip in prices or execution could quickly bite.Read more