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- The world's most sophisticated drug companies are putting billions into vaccines - despite the political environment
- How the U.S. government's equity holdings have surged during Trump's second term - in one chart
- Nvidia Leadership Crisis Drags on U.S. Stock Futures, Pressures AI Trade — 2nd Update
- Brookfield Quarterly Earnings Buoyed by Fund Raising, Wealth Solutions Growth
- The 'bank of Nvidia' is in jeopardy, threatening the entire AI boom
- 3436SUMCO Corp
Sumco Sees Emerging Supply Tightness, but Prices Remain Inadequate to Justify Long-Term Agreements
- Rating
- Price
- ¥2,170.00
- Fair Value
- LOCK|Q#?
- Uncertainty
- LOCK|xd
- Economic Moat
- LOCK|?$
- Capital Allocation
- LOCK|F#$&<Ys
- 5483Sino-American Silicon Products Inc
SAS Sees Supply Tightening and Prices Rising; Micron Invests USD 500 Million via Convertible Bonds
- Rating
- Price
- NT$161.00
- Fair Value
- Vt#
- Uncertainty
- LOCK|!r
- Economic Moat
- LOCK|qz>>
- Capital Allocation
- LOCK|zJ%Cqt
- 6488GlobalWafers Co Ltd
GlobalWafers Sees Tighter Supply and Rising Prices, Raises USD 500 Million From Micron
- Rating
- Price
- NT$622.00
- Fair Value
- xCW
- Uncertainty
- LOCK|GxY
- Economic Moat
- LOCK|Sf^<
- Capital Allocation
- LOCK|!bT?!K
- 035420NAVER Corp
Naver Looking to Neocloud to Boost Growth
- Rating
- Price
- ₩181,800.05
- Fair Value
- LOCK|Rj^n
- Uncertainty
- LOCK|R! Mwj@b
- Economic Moat
- LOCK|^Wz
- Capital Allocation
- LOCK|Fg#^Nbn
- ALLAristocrat Leisure Ltd
Aristocrat's Gaming Machines Command Pricing Power
- Rating
- Price
- A$65.02
- Fair Value
- ?&N
- Uncertainty
- LOCK|thD>R
- Economic Moat
- LOCK|gn
- Capital Allocation
- LOCK|X!$#<l<W
- XROXero Ltd
Xero Not Done With Raising Prices Just Yet
- Rating
- Price
- A$75.17
- Fair Value
- #l#
- Uncertainty
- LOCK|^%
- Economic Moat
- LOCK|H>jP
- Capital Allocation
- LOCK|>>#jf!>
- GNCGraincorp Ltd Class A
GrainCorp Faces Continued Margin Pressure Despite Strong Harvest
- Rating
- Price
- A$7.00
- Fair Value
- H.Q
- Uncertainty
- LOCK|#jy%
- Economic Moat
- LOCK|W!
- Capital Allocation
- LOCK|@dL<bh
- CPUComputershare Ltd
Computershare Remains Overvalued as Market Assumptions Look Aggressive
- Rating
- Price
- A$43.81
- Fair Value
- LOCK|.$
- Uncertainty
- LOCK|x%cz
- Economic Moat
- LOCK|L&B
- Capital Allocation
- LOCK|Lh$l^k!
- 6098Recruit Holdings Co Ltd
Strong Price Increases Show AI Is a Boon for Recruit
- Rating
- Price
- ¥16,715.00
- Fair Value
- LOCK|>JH>
- Uncertainty
- LOCK|g!y
- Economic Moat
- LOCK|!Bk&<
- Capital Allocation
- LOCK|xHqfd#V
- 6645OMRON Corp
Omron's Broader Customer Reach Supports Steadier Growth and Gradual Margin Improvement
- Rating
- Price
- ¥4,910.00
- Fair Value
- LOCK|Kgt
- Uncertainty
- LOCK|&$%l?
- Economic Moat
- LOCK|jv%<
- Capital Allocation
- LOCK|J?y<^@s@
- 7012Kawasaki Heavy Industries Ltd
Aerospace Growth Supports Kawasaki Heavy Industries' Gradual Margin Expansion Through 2030
- Rating
- Price
- ¥1,978.00
- Fair Value
- LOCK|#p
- Uncertainty
- LOCK|$p#
- Economic Moat
- LOCK|dq^
- Capital Allocation
- LOCK|?<Y@k$
- 7201Nissan Motor Co Ltd
Nissan's Turnaround Plan Under Strain Amid Industry Headwinds
- Rating
- Price
- ¥263.80
- Fair Value
- !?&
- Uncertainty
- LOCK|@t
- Economic Moat
- LOCK|hl
- Capital Allocation
- LOCK|pgR&<K<





























