Pakistan’s attempt to sell its national flag carrier Pakistan International Airlines has received a successful bid, marking a watershed moment for the country that has been attempting to privatize the airline since the 1990s https://t.co/BrsPzGM5DK ...

Given the industry tailwinds, it’s likely that AI-focused themes will continue to grab the limelight in 2026. However, there can be some hidden gems or under-the-radar stocks that deliver healthy returns. Toyota Industries (TYIDY) is one such name that seems interesting for 2026. The little-known stock has rallied by almost 60% in the last 12 months. With a privatization bid, there seems to be more legs in the rally. More News from Barchart In June 2025, Toyota Group (through its real estate arm, Toyo ...

Toyota group’s proposed $30 billion offer to privatize a forklift maker has prompted one of the world’s most tenacious activist funds to call it a lowball offer. A closer look at the target’s shareholdings helps explain why. https://t.co/kGjwZJJZL1 ...

Activist funds are increasingly disrupting Japanese privatizations, pushing for better protection of minority investors and driving up share prices as their pressure leads to higher bids and counteroffers https://t.co/2bqHsGEf6z ...

Pakistan plans to sell a controlling stake in the national flag carrier, a long-struggling enterprise central to the government’s privatization drive https://t.co/zVkHS0bHbS ...

Core Insights - Argentina aims to enhance its grain and mining exports through privatization and modernization of its railway network, which is expected to significantly reduce freight costs from remote regions to ports [1][3]. Group 1: Railway Network and Privatization - The first tender will focus on the Belgrano Cargas network, which operates the three largest freight train lines in Argentina, potentially boosting exports of key commodities like soybeans, corn, copper, and lithium [2]. - The privatization initiative is part of President Javier Milei's strategy to transfer struggling state-owned enterprises to private ownership, aiming to attract investment and replenish reserves depleted by economic crises [3]. - The railway system has seen a decline in cargo transport, with current volumes lower than in 1970, despite a sixfold increase in agricultural production during the same period [4]. Group 2: Current State of Rail Freight - The Belgrano Cargas network spans nearly 8,000 kilometers (5,000 miles) and currently transports about 7.5 million tons of cargo annually, with 60% being agricultural products [5]. - Rail freight accounts for only 5% of total cargo transport in Argentina, significantly lower than Brazil's 20% and over 40% in the U.S. and Canada [6]. - The government views railway improvement as essential to achieving a target of increasing annual exports by $100 billion over the next seven years, with total exports reported at $71.5 billion through October of this year [7]. Group 3: Cost and Investment - Transporting cargo from the northern province of Salta to Rosario is currently more expensive per ton than shipping from Rosario to Vietnam, highlighting inefficiencies in the existing transport system [8]. - An estimated investment of at least $800 million is required to upgrade the railway infrastructure to improve efficiency and reduce costs [8].

India is poised to seek bids for its $7.1 billion majority stake in IDBI Bank, a key step in its long-running effort to privatize the previously-distressed lender and accelerate a divestment push https://t.co/q3CepAQAT4 ...

In Brief Amazon is considering ending from its long-standing contract with the United States Postal Service and building out its own competing nationwide delivery network, according to the Washington Post.The current agreement between the e-commerce giant and the USPS expires in October 2026. The two sides have spent months negotiating what the next version of the contract would look like, but those negotiations have been complicated by President Trump’s push to privatize the USPS, the Post reports. Under ...

UEM, the infrastructure arm of Malaysian sovereign wealth fund, made a $68 million takeover bid to privatize its asset management subsidiary UEM. via a selective capital reduction and repayment exercise. https://t.co/60yWe9a00w ...

Core Insights - Michael Burry has shared his stock picks after closing his hedge fund to outside cash, expressing a desire to communicate freely without regulatory constraints [1] - Burry's selected stocks include Lululemon Athletica, Molina Healthcare, Shift4 Payments, and Fannie Mae, which he views as long-term holds [2][3] - The current market conditions are seen as favorable for finding undervalued companies due to seasonal selling pressures [1][4] Company Summaries - **Lululemon Athletica**: An athletic-apparel retailer known for premium yoga pants, has seen its shares decline by 52% year-to-date, trading at under 15 times projected earnings [4][5] - **Molina Healthcare**: Provides affordable health insurance and healthcare services, primarily to low-income and senior Americans, with shares down 49% this year, also trading at under 15 times projected earnings [4][5] - **Shift4 Payments**: A fintech company offering payment processing and commercial tools, has experienced a 32% drop in share price year-to-date [4] - **Fannie Mae**: A government-sponsored enterprise that guarantees over $4 trillion in mortgages, its shares have tripled this year amid speculation of privatization [3][5] Market Context - The selected stocks are characterized by their market capitalizations under $25 billion, indicating a focus on smaller, beaten-down stocks [4][5] - Burry's investment strategy emphasizes deep-value opportunities, particularly in the current environment where many managers are reluctant to hold losing positions at year-end [1][4]