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Market Insights
- It's not 'Medicare for All,' but 'Medicare for More.' What this could mean for workers over 50.
- Nebius Lowers Fiscal Year Outlook, Addresses Worries Over Financing AI Buildout
- Chevron Restarting Iowa Biodiesel Facility Amid Improved Market Backdrop
- Bristol Myers to Unite R&D Organization Under Cristian Massacesi
- Wendy's rejects a takeover offer, scales back breakfast and still sees its stock surge
- 3436SUMCO Corp
Sumco Sees Emerging Supply Tightness, but Prices Remain Inadequate to Justify Long-Term Agreements
- Rating
- Price
- ¥2,170.00
- Fair Value
- LOCK|L>^
- Uncertainty
- LOCK|^r
- Economic Moat
- LOCK|<@
- Capital Allocation
- LOCK|M@pwlRm
- 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
- LOCK|!%
- Uncertainty
- LOCK|dbf
- Economic Moat
- LOCK|<>ZK
- Capital Allocation
- LOCK|C?<l^Z
- 6488GlobalWafers Co Ltd
GlobalWafers Sees Tighter Supply and Rising Prices, Raises USD 500 Million From Micron
- Rating
- Price
- NT$622.00
- Fair Value
- LOCK|<P
- Uncertainty
- LOCK|<?
- Economic Moat
- LOCK|ZTc$X
- Capital Allocation
- LOCK|WYty@!l
- 035420NAVER Corp
Naver Looking to Neocloud to Boost Growth
- Rating
- Price
- ₩181,800.05
- Fair Value
- LOCK|Gg<pZ
- Uncertainty
- LOCK|xC ?^Q^Q
- Economic Moat
- LOCK|#>^
- Capital Allocation
- LOCK|BZRP$<q
- ALLAristocrat Leisure Ltd
Aristocrat's Gaming Machines Command Pricing Power
- Rating
- Price
- A$65.02
- Fair Value
- L!R
- Uncertainty
- LOCK|?ydxw
- Economic Moat
- LOCK|P$<
- Capital Allocation
- LOCK|!?yHn&$f
- XROXero Ltd
Xero Not Done With Raising Prices Just Yet
- Rating
- Price
- A$75.17
- Fair Value
- LOCK|^D
- Uncertainty
- LOCK|F@%
- Economic Moat
- LOCK|sPl$
- Capital Allocation
- LOCK|p#tp<G
- GNCGraincorp Ltd Class A
GrainCorp Faces Continued Margin Pressure Despite Strong Harvest
- Rating
- Price
- A$7.00
- Fair Value
- m.y
- Uncertainty
- LOCK|K&gfb
- Economic Moat
- LOCK|QXt
- Capital Allocation
- LOCK|!d%#wY
- CPUComputershare Ltd
Computershare Remains Overvalued as Market Assumptions Look Aggressive
- Rating
- Price
- A$43.81
- Fair Value
- LOCK|.^P
- Uncertainty
- LOCK|Y#%dK
- Economic Moat
- LOCK|^TS
- Capital Allocation
- LOCK|$G!%<x
- 6098Recruit Holdings Co Ltd
Strong Price Increases Show AI Is a Boon for Recruit
- Rating
- Price
- ¥16,715.00
- Fair Value
- LOCK|!Vt#
- Uncertainty
- LOCK|LS
- Economic Moat
- LOCK|>P#K$
- Capital Allocation
- LOCK|?#QT!z#l
- 6645OMRON Corp
Omron's Broader Customer Reach Supports Steadier Growth and Gradual Margin Improvement
- Rating
- Price
- ¥4,910.00
- Fair Value
- LOCK|Y%V
- Uncertainty
- LOCK|$#<S
- Economic Moat
- LOCK|^wvV>
- Capital Allocation
- LOCK|>yCz$!%#
- 7012Kawasaki Heavy Industries Ltd
Aerospace Growth Supports Kawasaki Heavy Industries' Gradual Margin Expansion Through 2030
- Rating
- Price
- ¥1,978.00
- Fair Value
- LOCK|^?
- Uncertainty
- LOCK|$<
- Economic Moat
- LOCK|^q@
- Capital Allocation
- LOCK|Ljy@%c
- 7201Nissan Motor Co Ltd
Nissan's Turnaround Plan Under Strain Amid Industry Headwinds
- Rating
- Price
- ¥263.80
- Fair Value
- <qG
- Uncertainty
- LOCK|<&
- Economic Moat
- LOCK|SV
- Capital Allocation
- LOCK|>P>&d<M





























