Grab demonstrates strong gross bookings growth and resilience despite macroeconomic turmoil and a ~30% stock decline over the past year. I reiterate my buy rating, citing a mismatch between negative ...
Since its launch in 1984, the Russell 2000 has provided a consistent and comprehensive record of the US equity market’s small company segment. Historic US stock market performance data collected by ...
Chiron Real Estate reduced its monthly dividend by 36% to $0.16, reallocating capital toward high-return portfolio expansion. XRN is acquiring three luxury senior housing communities for $425 million, ...
NVIDIA Corporation (NVDA) is one of the most profitable companies on the planet and currently the largest by market cap, and it recently reported earnings. As expected, the tech behemoth reported ...
GDS Holdings remains a Hold as near-term revenue growth is hampered by execution lags despite robust AI-driven bookings. Bookings exceeded the 500 MW annual target, but actual move-ins and revenue ...
TORM plc is rated a strong buy, driven by robust income potential, undervaluation, and merger optionality with Hafnia. TRMD secures significant revenue visibility, with 42% of 2026 earning days fixed ...
RTX Corporation is rated a buy with a $201.85 price target, reflecting a 14% upside on conservative 2027 FCF estimates. RTX uniquely benefits from both surging global defense spending and robust ...
No two utilities are identical. Often, utility companies can be compared to one another, especially if they're regulated or non-regulated utilities. There are some comparisons there if they mean in ...
New Fortress Energy is undergoing a restructuring, spinning off its Brazil business and diluting existing equity holders. At ~$0.60 per share, NFE trades at ~10x 2027E adjusted EBITDA, which is ...
Generally speaking, I'm interested in investing in quality telecommunication providers. The only time when I am not that "into it" is when the companies are overly risky, overvalued, or have some ...
Preferred stocks and baby bonds are among the more neglected asset classes in the financial markets. They almost receive no coverage or dedicated research from Wall Street analysts and are ignored by ...
REITs (VNQ) are now finally surging in value, rising by 10% so far this year, and I think that this is still just the beginning of a multi-year rally. The bear thesis is breaking down, and we finally ...