Charles Sainsbury

Doosan Škoda Power is going to the Prague Stock Exchange. We called Daniel Procházka, CEO, to tell us more about their plan.

Marvell Technology: summary and investment perspective

Marvell Technology $MRVL ranks among the semiconductor sector's biggest stars thanks to its 83% stock growth in 2024. A major factor in this success is its burgeoning artificial intelligence (AI) chip business, which includes making ASIC chips for cloud giants. Key customers include Amazon, which has entered into a five-year...
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W.P. Carey: Long-term potential after a strategic reset

W.P. Carey $WPC (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.

Key changes and opportunities

1. Exit from the office sector

- The sale of office...
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Gilead Sciences: renewed growth story after years of stagnation

Company shares Gilead Sciences $GILD have risen by 44 %indicating a significant turnaround after years of stagnation. This growth trend is supported by new opportunities in innovative drugs and potential entry into the obesity market.

Key growth drivers for $GILD

1. Innovative medicines

- Lenacapavir: A promising HIV...
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Kofola $KOFOL.PR has completed the acquisition of a majority stake in Zubr, Holba and Litovel breweries. What share of the group's sales does Kofola's management expect from this new segment?

Full interview with the group's CFO ⤵️

ServiceNow: Leader in AI through rapid growth and expansion of agent-based AI

ServiceNow $NOW has established itself as a major player in artificial intelligence (AI) software and its solutions Now Assist AI has become the company's fastest-growing product ever. With the growth of the shift to agent-based AI, the company is focusing on new ways to automate and streamline work...
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Energy Transfer: the ideal stock to take advantage of falling interest rates

Energy Transfer $ET, which specializes in medium-term energy services, is the "ideal stock" in his portfolio , according to Kenny Polcari. Polcari particularly appreciates the company's strong position in the industry and its attractive dividend yield of 7.99%. The company has seen a 17.4% increase in...
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Expedia Group: opportunity for growth supported by potential acquisition by Uber

Current stock status and development

Expedia Group, Inc $EXPE, a leading player in the online travel market, is facing a challenging period but is showing signs of a turnaround under the leadership of new CEO Ariane Gorin. The company's current stock price is $150.84, down 0.24%. Recently, there...
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Fio banka equity analyst Karel Nedved issues a new analysis on Erste Group Bank AG $EBO.DE, which he comments on in a short interview. What makes Erste unique?

Full commentary below ⬇️

Do you have Erste shares in your portfolio?

ConocoPhillips and Talos Energy: investment opportunities in the oil sector

ConocoPhillips (COP)

ConocoPhillips $COP is one of the largest independent oil and gas companies in the world. The company focuses on the exploration, production and distribution of oil and natural gas worldwide. ConocoPhillips $COP has an extensive portfolio of activities including operations in North...
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Eaton's stock rises on AI and data centres

Eaton Corporation plc has seen its shares rise sharply in recent days, driven by the continued expansion of artificial intelligence (AI)-powered computing and a positive assessment from analysts. This growth is supported by the expansion of data centers by global tech giants such as Amazon, Microsoft, Alphabet, and Meta, which are...
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Affirm: Future market leader "Buy now, pay later

Adopting a customer-centric approach, Affirm is emerging as one of the most attractive players in the fast-growing buy-now, pay-later (BNPL) market. This model provides customers with credit for individual transactions, helping them avoid accumulating excessive debt. Affirm's unique approach, which includes a policy of not...
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INTERESTING COMPANIES WITH INVESTMENT POTENTIAL

The mention of three real estate investment trusts (REITs) - Host Hotels & Resorts, Equinix and Prologis - is particularly interesting in the context of the current performance of the real estate sector, which is one of the worst performing sectors in the S&P 500. While the broader market is up 12% year-to-date, REITs are up just...
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First Solar: Investment perspective and photovoltaics

First Solar $FSLR is a leader in solar panel manufacturing and providing complete solutions for photovoltaic power plants. What sets it apart from the competition is its innovative cadmium telluride (CdTe) thin-film technology, which offers higher energy efficiency and lower manufacturing costs compared to traditional...
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Hims & Hers Health : A fast-growing healthcare company

Hims & Hers Health $HIMS is an innovative player in telemedicine and health products. It offers consumers subscription-based services that provide easy access to prescriptions and other health and wellness products. Users can complete virtual visits with physicians of various specialties and obtain needed prescriptions...
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