Global Research ab 22 December 2025 China Semi Equipment Monthly SPE import analysis: SPE demand in Shanghai remained solid Key highlights: normalized demand + strong demand indicated in Shanghai China's semiconductor production equipment (SPE) imports normalized to US$2.1bn in November, down 10% YoY and 29%/25% MoM (US$2.98bn in Oct.)/vs 10M25 average (US$2.84bn). Combined import demand in 11M25 reached US$30.5bn, up 5% YoY (down a slight 1ppt from 10M25). In November, Shanghai (US$902mn, +179% YoY) and Be ...

Core Insights - The enduring rivalry between PepsiCo Inc. and The Coca-Cola Company highlights their competition for market share and strategic dominance in the global beverage industry [1][2] PepsiCo (PEP) Summary - PepsiCo's investment case is supported by its dominant market position, holding or gaining carbonated soft drink share in about two-thirds of its top international markets [3][11] - In Q3 2025, PepsiCo's international beverage business achieved 6% organic revenue growth, with non-sugar variants leading in key markets like the U.K. [4] - The company's diversified business model, which includes a significant snacks portfolio, enhances its competitive edge and pricing power [5] - Management is focusing on faster-growing beverage segments, such as zero sugar and functional hydration, with brands like Pepsi Zero Sugar and Mountain Dew gaining market share [6] - PepsiCo reported nearly 3% growth in net revenues in Q3, driven by North America and international growth, despite facing supply chain and tariff-related cost pressures [7] - The company's fundamentals, market leadership, and disciplined cost management position it well for sustained cash flows and long-term shareholder returns [8] Coca-Cola (KO) Summary - Coca-Cola's investment thesis is based on its unmatched scale and durable market leadership, having gained overall value share for 18 consecutive quarters across all geographic segments [9][10] - The company boasts a deep portfolio with 30 billion-dollar brands, reinforcing its dominance and pricing power in the beverage industry [10] - Coca-Cola's strategy includes a "total beverage" approach, allowing it to adapt to shifting consumer preferences across demographics [12] - In Q3 2025, Coca-Cola delivered 6% organic revenue growth and expanded operating margins, achieving EPS growth despite currency headwinds [14] - Strong free cash flow generation and a conservative balance sheet provide Coca-Cola with the flexibility to reinvest in growth while returning capital to shareholders [14] Price Performance & Valuation - Over the past year, PepsiCo shares declined by 5.9%, while Coca-Cola shares increased by 11.2%, indicating Coca-Cola's stronger market performance [15] - From a valuation perspective, PepsiCo trades at a lower forward P/E of 16.84X compared to Coca-Cola's 21.74X, making it more attractively priced [16] - Despite its lower valuation, PepsiCo's diversity and innovation engine make it a compelling long-term investment, while Coca-Cola's premium valuation reflects its strong brand equity and growth potential [19] Consensus Estimates - PepsiCo's EPS estimate for 2025 has increased by 0.2%, with projected revenues of $93.5 billion, reflecting a 1.8% year-over-year increase [20] - Coca-Cola's 2025 revenues are expected to rise by 2.7% to $48.3 billion, with EPS projected to grow by 3.5% to $2.98 per share [20] Competitive Edge - Coca-Cola currently holds a near-term advantage due to its stronger momentum and solid growth prospects, supported by its pure-play beverage focus and consistent market share gains [23] - PepsiCo offers an attractive counterbalance with its low valuation and favorable earnings recovery outlook, appealing to investors seeking value [24]

RT TRON DAO (@trondao)Market share follows usage—not narratives. 🔻 ...

RT David Alexander II (@Mega_Fund)Broader crypto markets are dragging, but prediction markets keep gaining traction.Weekly volume just topped $2B (the third-highest level ever), and December has already seen $5.4B in volume after a historic November ($8.2B).Distribution is now the real moat.Since @RobinhoodApp integrated Kalshi in March, @Kalshi has surged to 74% market share, flipping Polymarket (26%), while aggregate trading volume has grown 8.2x over the same period.Now @coinbase - fresh off launching re ...

Good morning. So, you just lowered your price target after this earnings, but you kept an overweight rating. Explain the rationale there.Lowering the price target, but keeping the rating. >> Uh yeah. No, good morning and uh thanks for having me.Great to be here. Uh listen, quoting, you know, Elliot Hill himself, uh this is not a turnaround that's linear, you know, by any means. uh they never are, you know, especially in a competitive consumer space and especially in this athletic space uh which is an extrem ...

RT Token Terminal 📊 (@tokenterminal)Despite increasing competition from stablecoin-first chains, @trondao continues to command ~25% market share in the stablecoin market.Launching a chain is easy, but building an ecosystem is hard. https://t.co/MW2Glu9IB4 ...

Two blockchains hold 88% market share based on stablecoin market cap.🇺🇸 U.S. interest: Public blockchains provide the fastest, lowest-cost distribution channel for dollar instruments, which makes their reliability and clear regulatory status a matter of national economic interest.CoinDesk (@CoinDesk):🇺🇸LATEST: @SECPaulSAtkins calls public blockchains "more transparent than any legacy financial system ever built." https://t.co/NFmrKSFrKT ...

RT Token Terminal 📊 (@tokenterminal)Ethereum holds 60% market share in stablecoins.Another $1.7 trillion is expected to come onchain in the next 3 years.Assuming a gradual market share decline for @ethereum (from 60% to 50%), the L1 would still see $850 billion in new stablecoin supply by 2028. https://t.co/vyRMXZV63C ...

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Ethereum holds 60% market share in stablecoins.Another $1.7 trillion is expected to come onchain in the next 3 years.Assuming a gradual market share decline for @ethereum (from 60% to 50%), the L1 would still see $850 billion in new stablecoin supply by 2028. https://t.co/vyRMXZV63C ...