Core Viewpoint - The analysis focuses on the SA Quant Top 10 for 2026, evaluating it as an equal-weight ETF using consensus data to assess potential upside, earnings growth, and valuation [1]. Group 1: Analyst Background - The analyst has over 35 years of experience in the investment field, having worked as both a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1]. - Currently, the analyst manages a high-yield Latam bond fund, aiming to provide a fundamental view and analysis of companies and funds in a streamlined version of institutional research [1]. Group 2: Investment Philosophy - The operating and financial forecast, whether based on the analyst's own insights or consensus data, drives the valuation and ultimate rating of the selected companies [1]. - The selection choices are intended to reflect long-term potential, with the analyst frequently taking positions in many ideas for personal investment [1].
AMD: A Solid Second-Best