EQUITY RESEARCH | 7 January 2026 | 10:39PM JST RESURGENT JAPAN — SEIZING THE GLOBAL GROWTH OPPORTUNITY Further unlocking value of Japanese IP/brands; highlighting 11 stocks The strength of Japanese IPs and consumer brands, we believe, lies not only in their high functionality but also in the craftsmanship and technology that embed refined sensibilities into products and services. In addition to world-renowned IPs such as Dragon Ball (serialization started in 1984), Super Mario Bros. (NES launch in 1985), an ...

FUKUOKA, Japan, Jan. 05, 2026 (GLOBE NEWSWIRE) -- rYojbaba Co., Ltd. (Nasdaq: RYOJ) (“rYojbaba” or the “Company”), a Japanese labor consulting and health services company, today issued a letter to its shareholders addressing recent operational highlights and future business initiatives and growth strategies. From the Founder and Chief Executive Officer, Ryoji Baba Dear Shareholders, First and foremost, we would like to extend our heartfelt gratitude to all our shareholders and stakeholders who have supporte ...

Core Insights - SGA's U.S. Large Cap Growth Strategy reported a portfolio return of -1.3% (Gross) and -1.4% (Net) in Q3, underperforming the Russell 1000 Growth Index which returned 10.5% and the S&P 500 Index which returned 8.1% [1] - The investment strategy focuses on high-quality growth businesses expected to achieve consistent mid-teens earnings growth, but faced challenges as lower-quality stocks and cyclical industries outperformed in the market [1] Company Analysis: NIKE, Inc. (NYSE:NKE) - NIKE, Inc. is recognized as an iconic sportswear brand that promotes a healthier lifestyle through its innovative products, which include athletic and casual footwear, apparel, and accessories [3] - The stock of NIKE, Inc. experienced a one-month return of -3.01% and a 52-week decline of 13.52%, closing at $63.71 per share with a market capitalization of $94.176 billion on December 31, 2025 [2] - NIKE's pricing power is supported by its strong brand and technology, with a robust supply chain that gives it an advantage over competitors, who have lower margins and would be more adversely affected by price wars [3] - The company benefits from repeatable revenues, with 65% of sales coming from shoes, a category known for customer loyalty, and is experiencing mid-single-digit revenue growth in developed markets, while growth in emerging markets is even faster due to increased sports participation and e-commerce sales [3]

South Korean automotive giant, Hyundai Motor's India arm, on 1 January 2026, announced that Tarun Garg is taking charge as the first Indian to hold the designation of Managing Director (MD) and Chief Executive Officer (CEO) in the company.In the BSE filing, Hyundai Motor India said that this is the first time in 29 years, the automaker has appointed an Indian national as the head of its country operations, in an effort to lead the second phase of growth in India. “Hyundai Motor India Limited (HMIL) today an ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about monday.com Ltd. ( MNDY ) ("Monday"), I reiterated my Buy rating on the stock, despite its weak forward guidance. The reason I remained optimistic was because Monday continued toAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. Th ...

Core Insights - Amazon is positioned to benefit from significant secular trends in the economy, making it a compelling investment opportunity [1] - The company is expected to reach a market cap of $3 trillion, indicating strong growth potential [2] Group 1: Growth Drivers - Amazon Web Services (AWS) is a key growth engine, with management projecting capital expenditures of $125 billion this year to expand data center capacity [4] - The online shopping trend continues to favor Amazon, as its extensive product selection and efficient logistics network enhance user experience and drive Prime membership growth [5] - Amazon's digital advertising revenue reached $65 billion in the past 12 months, positioning it as a strong competitor in the expanding digital ad market [6] Group 2: Financial Performance - Amazon's current market cap is approximately $2.4 trillion, requiring a 25% increase to reach the $3 trillion milestone, which could occur within the next 12 months [7] - Over the past 20 years, Amazon's stock has increased by 9,140%, although it has only risen 4% this year, suggesting potential for valuation expansion [8] - Analysts project a 26% increase in operating income from 2025 to 2026, indicating strong financial results that could enhance market appreciation for the stock [9]

12:00 London, 14:00 Helsinki, 19 December 2025 - Afarak Group SE ("Afarak" or "the Company") (LSE: AFRK, NASDAQ: AFAGR) AFARAK GROUP SE´S 2026 FINANCIAL REPORTING CALENDAR Stock Exchange Release Afarak Group SE ("Afarak" or the "Company") will publish its financial results as follows: - Full Year 2025 Results on Friday 27 February 2026 - Annual Report 2025 during the week commencing 23 March 2026 - Report for six months ending 30 June on Friday 14 August 2026 The Company's Annual General Meeting is schedule ...

Core Viewpoint - Atos Group has signed a binding agreement to sell Ideal GRP, a Nordic business, to MAIT Group as part of its transformation plan aimed at sustainable growth and improved profitability [1][3] Group 1: Company Overview - Atos Group is a global leader in AI-powered digital transformation with approximately 67,000 employees and annual revenue of around €10 billion, operating in 61 countries [4] - Ideal GRP, founded in 1992, operates under the Eviden brand and is active in Finland, Sweden, Norway, Denmark, and Estonia, generating approximately €20 million in annual revenue and employing around 80 people [2] Group 2: Transaction Details - The sale of Ideal GRP is part of Atos Group's 'Genesis' transformation plan, which focuses on core assets such as AI, cloud-enabled, and secure solutions [3] - The transaction is expected to close in the coming weeks, pending the fulfillment of all closing conditions [3] Group 3: Strategic Implications - The divestment allows Ideal GRP to complement MAIT Group's expertise in lifecycle management and supports MAIT Group's ambition to expand its activities in the Nordic region [3]

Core Insights - Canadian Natural Resources Limited (CNQ) has unveiled its 2026 budget, emphasizing a commitment to maximizing shareholder value and positioning itself for a resilient future in the evolving energy landscape [1][3][16] Financial Strategy - The 2026 operating capital budget is set at approximately C$6.3 billion, focusing on sustainable returns on capital and maximizing shareholder value [3][11] - CNQ's diverse portfolio of high-quality assets, including unconventional and thermal oil sands operations, supports its strategy to maintain a strong balance sheet and generate significant free cash flow [4][11] Production Growth - CNQ targets an annual production range of 1,590 to 1,650 thousands of barrels of oil equivalent per day (MBOE/d) for 2026, representing a 3% increase from 2025, equating to an additional 50,000 barrels per day [5][6] - The production mix is approximately 74% liquids and 26% natural gas, with a balanced approach designed for flexibility and stability [5][6] Capital Investment - The capital budget allocates significant resources to upstream development, with plans to drill 448 net wells across various formations, including 110 net light crude oil wells and 252 net heavy crude oil wells [7][8] - Investments in thermal in situ projects and oil sands operations, including C$175 million for front-end engineering and design, are aimed at ensuring efficient and scalable production growth [10][14] Sustainability Initiatives - CNQ is allocating approximately C$125 million for carbon capture projects in 2026, reflecting its commitment to sustainability and environmental stewardship [12][14] - The company is actively working on reducing emissions and balancing production growth with environmental responsibility [14][15] Long-Term Growth Strategy - The long-term growth strategy includes front-end engineering for future value creation opportunities, ensuring CNQ is well-positioned to capitalize on emerging opportunities while delivering superior returns to shareholders [15][16] - The disciplined capital allocation and focus on high-return projects are designed to optimize free cash flow generation and enhance shareholder value [11][13]

Edwards Lifesciences specializes in heart valve innovations and critical care monitoring, competing with giants like Medtronic and Boston Scientific.Chopra Daveen, CVP of TMTT & Surgical at Edwards, sold 2,000 shares, indicating strategic decisions amidst growth initiatives.The company is focused on sustainable growth, particularly in therapies for structural heart conditions, with a current market capitalization of approximately $49.46 billion.Edwards Lifesciences Corporation (NYSE: EW) is a prominent play ...