AMTD Digital (HKD) stock as much as tripled on Friday after the digital solutions platform posted a more than 10x year-over-year increase in its six-month revenue to $73.2 million. In the earnings release, Feridun Hamdullahpur, the company’s chairman, also said HKD is “fully committed to deliver long-term values to all of our shareholders.” More News from Barchart Following the initial frenzy, HKD shares have pulled back in recent hours and are now up about 70% only versus their previous close. www.bar ...

Core Insights - Matthews International Capital Management sold 106,055 shares of Sea Limited in Q3 2025, valued at approximately $18.17 million, reducing its stake to 8.87% of its 13F AUM, while maintaining it as the second-largest holding [1][2][3] Company Overview - Sea Limited's stock price as of October 16, 2025, was $162.65, with a market capitalization of $95.24 billion, revenue of $19.42 billion, and net income of $1.20 billion for the trailing twelve months [4] - The company operates in three main segments: digital entertainment (Garena), e-commerce (Shopee), and digital financial services (SeaMoney), serving consumers and small-to-medium businesses primarily in Southeast Asia and Latin America [5][6] Performance Metrics - Sea Limited's shares increased by 63.68% over the past year, outperforming the S&P 500 by 54 percentage points during the same period [3] - The company has shown a sales growth of 29% over the last year and is now consistently generating positive net income and free cash flow [11] Investment Context - Matthews International Capital Management initially acquired Sea Limited shares in early 2024 when the stock was priced between $50 and $70, and despite selling two-thirds of its holdings, Sea still represents 9% of Matthews' portfolio [9][10] - The stock is currently trading at 41 times forward earnings, which is considered slightly expensive, but the company's growth potential may justify this valuation [12]

Core Thesis - Grab Holdings Ltd. has shown a significant recovery with over 70% stock price increase in the past year, achieving its first positive free cash flow for 2024 and demonstrating year-over-year revenue growth exceeding 20% [2][4] - Analysts predict consolidated revenues could exceed $5–6 billion by 2026, while the stock is currently undervalued at barely 1x forward sales compared to 4–6x for similar companies in emerging markets [4][8] - If Grab maintains annual revenue growth of 20–25% and achieves positive adjusted EBITDA margins, a re-rating to 2x sales could potentially double its market capitalization [4][8] Key Growth Drivers - Mobility demand is rebounding in Southeast Asia, providing Grab with pricing power and scale advantages [5] - Delivery operations are becoming profitable as subsidies decrease and logistics efficiency improves [5] - The growth of GrabFin, which includes payments, lending, and insurance, offers higher-margin revenue streams and enhances per-user monetization [5] Market Position and Competitive Landscape - Despite progress towards profitability, Grab's shares are still trading at lower levels, raising questions about the potential for stock price doubling [3][8] - The competitive landscape includes pressures from rivals like GoTo and Foodpanda, which could impact pricing and market share [7] - Regulatory scrutiny regarding driver compensation and fintech licensing is increasing, posing potential challenges to margins [7] Financial Outlook - Grab is on a path to profitability with positive adjusted EBITDA, which could attract institutional investment as losses diminish [5] - The current valuation presents a discount relative to growth potential, with a reasonable expectation for stock price doubling if revenues increase significantly [8][9]

Core Insights - Silver Scott Mines, Inc. has executed a definitive agreement with Himalaya Technologies, Inc., enhancing its digital and fintech portfolio [1] - The agreement includes a 30% equity ownership in Himalaya Technologies, structured as restricted preferred shares [1] - The company will receive a cash payment of $50,000 upon achieving certain milestones [1] - Silver Scott Mines will also gain 30% ownership in multiple high-growth digital platforms, including the MOPHOE Crypto Social Platform [1] Financial and Ownership Details - The agreement grants Silver Scott Mines a 30% equity stake in Himalaya Technologies, Inc. [1] - A cash consideration of $50,000 is contingent upon the achievement of specific milestones [1] - The company will own 30% of various high-growth digital platforms, which encompass features such as chat, public/private feeds, user-generated and third-party content, and e-commerce [1]

Group 1: Edenred SE (EDNMY) - Edenred is a digital platform for services and payments for companies, employees, and merchants [1] - The company has a Zacks Rank of 1 and a Value Score of B [1] - The Zacks Consensus Estimate for its current year earnings has increased by 2.9% over the last 60 days [1] - Edenred has a price-to-earnings ratio (P/E) of 11.12, significantly lower than the industry average of 32.80 [1] Group 2: Tenet Healthcare Corporation (THC) - Tenet Healthcare is a diversified healthcare services company [2] - The company holds a Zacks Rank of 1 and a Value Score of A [2] - The Zacks Consensus Estimate for its current year earnings has increased nearly 3% over the last 60 days [2] - Tenet Healthcare has a price-to-earnings ratio (P/E) of 12.11, compared to 23.85 for the S&P 500 [2] Group 3: Mercantile Bank Corporation (MBWM) - Mercantile Bank is a bank holding company for Mercantile Bank of Michigan [3] - The company carries a Zacks Rank of 1 and a Value Score of B [3] - The Zacks Consensus Estimate for its current year earnings has increased by 2.9% over the last 60 days [3] - Mercantile Bank has a price-to-earnings ratio (P/E) of 9.81, which is lower than the S&P 500 average of 23.85 [3]

Core Insights - GreetEat Corporation has reported significant increases in user engagement across its platforms, GreetEat.com and WallStreetStats.io, validating its dual-focus strategy on virtual connection and intelligent investing [1][4]. Group 1: GreetEat.com - GreetEat.com is a platform that combines food delivery with immersive video conferencing, redefining how individuals connect over shared meals for both business and personal occasions [2]. - The platform has shown strong upward trends in key metrics such as user retention and session time, particularly with new features being rolled out this summer [2]. Group 2: WallStreetStats.io - WallStreetStats.io, a financial analytics app acquired earlier this year, has surpassed internal benchmarks for daily active users and downloads [3]. - The platform utilizes AI to provide real-time insights, intelligent trend analysis, and simplified tools for both retail and professional investors [3]. Group 3: Strategic Growth and Future Developments - The growth across both platforms indicates that the company's strategy is effective, as stated by CEO Vishal Patel [4]. - GreetEat is accelerating the development of next-generation AI tools aimed at enhancing user experience, decision-making, and engagement, with enhancements expected to be released later this year [4]. Group 4: Company Overview - GreetEat Corporation is pioneering a new frontier in virtual connection by merging food, technology, and communication [5]. - The company's flagship product, GreetEat.com, focuses on interactive, meal-enabled video experiences, while WallStreetStats.io empowers investors with AI-powered market analytics [5].