The BSE The market capitalisation of all listed companies on the BSE decreased by Rs 6 lakh crore to Rs 453.87 lakh crore.Under the Budget 2026 proposals, the STT on futures contracts will rise to 0.05% from 0.02%, while the tax on options premiums will increase to 0.15% from 0.10%. The levy on options exercised will also climb to 0.15% from 0.125%.The measures mark a meaningful increase in trading costs for derivatives investors and threaten to curb volumes in a segment that has expanded rapidly in recent ...

Markets reversed early gains and slipped sharply into negative territory by afternoon on Sunday, February 1, as post-Budget optimism evaporated amid selling pressure across broader indices. The Sensex fell 1,483.53 points or 1.80 per cent to 80,786.25, while the Nifty declined 539.60 points or 2.13 per cent to 24,781.05 as of 12.30 pm IST. Market breadth remained negative with 2,294 stocks declining against 1,602 advancing on the BSE, while 200 remained unchanged out of 4,096 stocks traded. A total of 178 s ...

Core Insights - The Chief Scientific Officer of Scholar Rock Holding Corp, Mo Qatanani, sold 14,898 shares on January 22, 2026, for approximately $695,937, but this should not concern investors as it was part of a pre-scheduled trading plan [1][4]. Transaction Summary - The shares sold were part of a Rule 10b5-1 trading plan, indicating that the sale was pre-arranged and not a spontaneous decision [4]. - After the transaction, Qatanani retains direct ownership of 85,660 shares, which represents 21% of total holdings [5]. Company Overview - Scholar Rock Holding Corporation is a clinical-stage biotechnology company focused on developing therapies for severe diseases, including neuromuscular disorders, cardiometabolic disorders, cancer, fibrosis, and anemia [3]. - The company's current market capitalization is $4.52 billion, with a net income of -$353.43 million [2]. Future Plans - Scholar Rock plans to launch its key product candidate, apitegromab, in the U.S. and European markets, pending regulatory approvals [5]. - Apitegromab is positioned as the world's first and only muscle-targeted treatment for spinal muscular atrophy (SMA), a severe genetic neuromuscular disease [6].

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the final days of last year, I concluded that the acquisition of ZT Systems has proven to be a real winner for Sanmina ( SANM ), with shares doubling in the time frame ofThe Value Investor has ...

Core Insights - The acquisition of ZT Systems has significantly benefited Sanmina, resulting in the company's shares doubling in value over a specific timeframe [1]. Group 1: Company Performance - Sanmina's acquisition of ZT Systems is highlighted as a successful strategic move, leading to substantial growth in share value [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, M&A, and IPOs [1].

Core Viewpoint - Beyond Meat, once a market favorite, is now facing significant challenges, making it a risky investment option for potential buyers [1]. Group 1: Market Performance and Trends - Beyond Meat went public during a time of high consumer interest in plant-based meat alternatives, leading to impressive early sales [3]. - As consumer interest waned, sales began to decline, causing investor concern and stock sell-offs [3][4]. - The company is currently viewed as a money-losing startup, struggling to compete against larger, profitable food manufacturers [4]. Group 2: Financial Health - Beyond Meat's financial statements reveal poor earnings and increasing debt levels, with no positive free cash flow generated [5]. - The current market capitalization stands at $346 million, with a current stock price of $0.76, reflecting a significant drop from its previous highs [6]. Group 3: Future Prospects - There is skepticism about what changes Beyond Meat could implement to improve its business performance, as current strategies may not attract consumers back [6][7]. - The company is attempting to streamline operations and innovate products, such as a new protein-focused drink, but these efforts may not be sufficient to drive significant consumer interest [7]. - Investing in Beyond Meat is characterized as a high-risk bet, with the potential for turnaround or acquisition by a larger company being uncertain [8].

Despite Global Net Lease ( GNL ) recovering well over the past year, the stock continues to offer some value, and I believe the current valuation still implies the market is discounting it quite a bit, despite solid improvements following aI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog fo ...

Core Viewpoint - Global Net Lease (GNL) has shown significant recovery over the past year, yet the stock still presents value, indicating that the market may be undervaluing it despite recent improvements [1] Company Analysis - GNL's stock performance suggests that it is currently undervalued, with the market discounting its potential despite solid recovery metrics [1] - The analyst has extensive experience in researching various sectors, including commodities and technology, which informs the analysis of GNL [1] Investment Strategy - The analyst is considering initiating a long position in GNL through stock purchases or options within the next 72 hours, indicating a potential bullish outlook [2]

Core Insights - A significant insider sale of 3,500,000 shares by Fairmount Funds Management LLC occurred despite Cogent Biosciences achieving its best annual performance in 2025, raising questions about the motivations behind the sale [1][6]. Transaction Summary - Fairmount Funds Management LLC sold 3,500,000 shares for approximately $127.4 million, reducing its indirect holdings by 38.87% to 5,503,418 shares [2][3]. - The shares were sold at a reported price of $36.40, which was lower than the closing price of $39.53 on the same day [3]. Company Overview - Cogent Biosciences, based in Massachusetts, is a clinical-stage biotechnology company focused on targeted therapies for rare, genetically driven diseases, with a market capitalization of $5.46 billion and a net income of -$294.37 million [4][5]. - The company's stock experienced a remarkable 286.13% price increase over the past year, with a notable rise of approximately 342% in 2025 [4][6]. Investor Implications - The sale of shares by Fairmount Funds Management, which generated over $120 million, may indicate profit-taking following substantial stock gains, although the specific motivations remain unclear [6]. - Fairmount Funds continues to hold approximately 67,414 units of Series A Convertible Preferred Stock, which could convert to about 16.85 million common shares, subject to ownership limits [7][8].

Company Overview - Sunny Optical issued a positive profit alert for 2025, projecting net profit between RMB4,588.6 million and RMB4,723.5 million, representing a 70.0% to 75.0% year-on-year increase, with the mid-point exceeding estimates by 32%–35% [1] - The profit increase is driven by improvements in smartphone mix and investment income from Goertek Optical, with adjusted net income expected to be RMB3.67 billion to RMB3.80 billion, a 5-9% beat compared to consensus estimates [1] Industry Context - The smartphone industry is expected to face challenges in 2026, with memory prices continuing to rise, leading to potential downward adjustments in global smartphone shipments and OEM's gross profit margins due to increased BOM costs [2] - Despite Sunny Optical's focus on higher-end Android models and a growing presence in Apple, a decline in global smartphone shipments and supply chain margin compression is anticipated [2] Strategic Developments - Sunny Optical filed for an IPO of its vehicle-related optical business, Sunny Smart Autotech, which includes automotive lenses, camera modules, LiDAR, HUD, and smart lamp businesses, aiming to attract strategic investors and enhance shareholder value [2] - A joint venture with Goertek Group was established, transferring equity interest in Shanghai OmniLight, which strengthens Sunny's supply capabilities within the AR ecosystem and allows for shared development costs [3] Market Sentiment - The market sentiment towards consumer electronics is expected to remain cautious due to ongoing memory supply consumption by AI capital expenditures, despite the positive profit alert from Sunny Optical [1] - The recent layoffs at Meta Reality Lab, which downsized by approximately 1,500 employees, may negatively impact Sunny Optical's near-term XR business, as the company has a higher revenue contribution from VR compared to AR/AI glasses [4]