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Stock Analysis
The next bottleneck in AI: Power Semiconductor
AI agent is the AI inflection point, creating huge demand for computing and power. Power semi is the next bottleneck if AI data centers are forced to transition to 800VDC. One high risk bet may benefit from this transition.
US vs China AI; and Stocks at 52W Low
While the US burns billions chasing AGI, China is weaponizing cheap AI to dominate global distribution. As tech valuations soar, AI bubble risks echo the dot-com crash. Smart investors are looking elsewhere: scooping up elite, undervalued businesses currently trading at 52-week lows. Is your portfolio prepared for what's next?
AI Inflection Point: AI Agents, Value Creation Process & Business Model
AI is rapidly evolving from simple chatbots to autonomous agents, unlocking unprecedented productivity and massive computing demands. This shift is disrupting traditional value creation and business models.
Dutch Lady FY25 Review: Strong Performance; FY26 will be Full Year of New Plant Operation
Dutch Lady Hits Record High Yearly and Quarterly Revenue but Profit dragged by Tax provisions. Outlook remains positive as FY2026 will see the full benefits of their 6-year CAPEX being realized. Middle East crisis is expected to raise costs, but near-term supplies remain secured and manageable. Cost impact may be seen in 2H2026, but the situation is still fluid.
Oil and Gas: Growth is Back on the Menu
A decade of underinvestment and a changing demand narrative could tip the balance for this unloved sector. Oil and Gas demand is projected to continue growing until 2050s while supply has started to stagnate or even gone past peak. Knee-jerk geopolitical tensions aside, the O&G sector as an investment has the potential for multi-year recovery into growth once again.
Defensive Monopoly Riding Secular Growth Trend: PBA (Perbadanan Bekalan Air Pulau Pinang)
PBA is hitting a historic growth inflection point. With the new Tariff Setting Mechanism ending a decade of stagnation, this defensive utility monopoly is poised for record profits as it fuels Penang’s booming semiconductor hub. Is PBA an undervalued gem or a looming value trap?
