Primer: Triple Flag Precious Metals (TFPM US) - Dec 2025
Triple Flag Precious Metals operates under a high-margin, lower-risk streaming and royalty business model, providing upfront financing to...
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2026 High-Conviction: JOYY US: ZERO EV, Growth & Yield - Poised For Re-Rating (Deep-Value Smallcap)
Smallcap Deep-Value: JOYY US - $3.3bn in Net cash + 10% shareholder yield through dividends and buybacks supported by mature FCF, while building Ad...
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Pharma Foods International (2929 JP): 1Q Loss from Up-Front Advertising Expenses
Share price down on 1Q losses from temporary surge in advertising. Gross margin steady at 80%. Return to profitability expected in 2H. Long-term...
308 Views
Equity Strategy: FY26 Outlook: Still a Stock Picker’s Market Amid Gradual Growth Recovery
We set the FY26-end JCI target at 9,440; Our bottom-up total-return screen highlights BBCA, ISAT, JPFA, ASII, KLBF, AADI, NCKL, ICBP as key picks.
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Q2 Follow-Up: TEKKEN CORPORATION (1815 JP) - December 5, 2025
On November 13, TEKKEN CORPORATION (hereinafter, the Company) announced its Q2 FY2026/3 consolidated financial results. Net sales declined 7.3% YoY...
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