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Market Insights
- BASF Agrees to Sell Mining Solutions Business to French Specialty Chemical Company SNF
- 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
- 4751CyberAgent Inc
Casual Game Costs Squeeze Margins, but CyberAgent's Earning Power Is Intact
- Rating
- Price
- ¥1,319.50
- Fair Value
- LOCK|rJ
- Uncertainty
- LOCK|<FW
- Economic Moat
- LOCK|lCS
- Capital Allocation
- LOCK|%x^?&fd
- CC3StarHub Ltd
StarHub Looking for Mobile Turnaround
- Rating
- Price
- SGD 1.03
- Fair Value
- l!
- Uncertainty
- rYx
- Economic Moat
- LOCK|@c
- Capital Allocation
- LOCK|!^V?Clr
- 3436SUMCO Corp
Sumco Sees Emerging Supply Tightness, but Prices Remain Inadequate to Justify Long-Term Agreements
- Rating
- Price
- ¥2,170.00
- Fair Value
- LOCK|%?
- Uncertainty
- LOCK|PwR
- Economic Moat
- LOCK|HW
- Capital Allocation
- LOCK|wTrp@^
- 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
- !Yg
- Uncertainty
- LOCK|c<F
- Economic Moat
- LOCK|KR#@
- Capital Allocation
- LOCK|&%Pb@@
- 6488GlobalWafers Co Ltd
GlobalWafers Sees Tighter Supply and Rising Prices, Raises USD 500 Million From Micron
- Rating
- Price
- NT$622.00
- Fair Value
- >nY
- Uncertainty
- LOCK|j#
- Economic Moat
- LOCK|!<Jvg
- Capital Allocation
- LOCK|L$^$q^P
- 035420NAVER Corp
Naver Looking to Neocloud to Boost Growth
- Rating
- Price
- ₩181,800.05
- Fair Value
- LOCK|BGL@
- Uncertainty
- LOCK|dy Zm$GT
- Economic Moat
- LOCK|&c>
- Capital Allocation
- LOCK|Fz#RFJH
- ALLAristocrat Leisure Ltd
Aristocrat's Gaming Machines Command Pricing Power
- Rating
- Price
- A$65.02
- Fair Value
- ?q
- Uncertainty
- LOCK|Kypz
- Economic Moat
- LOCK|sm
- Capital Allocation
- LOCK|KQ%yR^qW
- XROXero Ltd
Xero Not Done With Raising Prices Just Yet
- Rating
- Price
- A$75.17
- Fair Value
- LOCK|Fg
- Uncertainty
- LOCK|$??
- Economic Moat
- LOCK|fd#?@
- Capital Allocation
- LOCK|@Sz%GY
- GNCGraincorp Ltd Class A
GrainCorp Faces Continued Margin Pressure Despite Strong Harvest
- Rating
- Price
- A$7.00
- Fair Value
- f.&
- Uncertainty
- LOCK|<P?&
- Economic Moat
- LOCK|xh
- Capital Allocation
- LOCK|Bh^!KXP
- CPUComputershare Ltd
Computershare Remains Overvalued as Market Assumptions Look Aggressive
- Rating
- Price
- A$43.81
- Fair Value
- LOCK|.m
- Uncertainty
- LOCK|hFQ%v
- Economic Moat
- LOCK|v&
- Capital Allocation
- LOCK|?!wvt<
- 6098Recruit Holdings Co Ltd
Strong Price Increases Show AI Is a Boon for Recruit
- Rating
- Price
- ¥16,715.00
- Fair Value
- LOCK|vhdm
- Uncertainty
- LOCK|HY
- Economic Moat
- LOCK|v^Krr
- Capital Allocation
- LOCK|C&!@^Hv
- 6645OMRON Corp
Omron's Broader Customer Reach Supports Steadier Growth and Gradual Margin Improvement
- Rating
- Price
- ¥4,910.00
- Fair Value
- LOCK|l%@
- Uncertainty
- LOCK|<ZLJ@
- Economic Moat
- LOCK|$w!@C
- Capital Allocation
- LOCK|tPd^h<@l





























