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Equity Bottom-Up

Equity Bottom-Up
Equity Bottom-Up Insights

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bullish•KT Corp
•15 Oct 2026 02:13

Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries

I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.

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bullish•Fletcher Building
•15 Oct 2026 01:42•Broker

Fletcher Building 1Q27 Volumes—Building Through the Noise

Fletcher Building’s (FBU) 1Q27 volumes highlighted that activity has remained robust thus far in FY27. Residential home sales were the lowlight,...

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bullish•Cosmos Health
•15 Oct 2026 01:00•Issuer-paid

COSM: More Evidence of Accelerating Growth

Cosmos is a vertically integrated healthcare group with a portfolio that spans pharmaceutical and nutraceutical brands, pharmaceutical...

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bullish•Infosys Ltd
•15 Oct 2026 00:05

Primer: Infosys Ltd (INFO IN) - Oct 2026

Resilient Core Fundamentals and Robust Cash Generation: Infosys exhibits disciplined execution and healthy top-line expansion, delivering FY26...

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•14 Oct 2026 23:00•Issuer-paid

ICG Enterprise Trust plc - Investor questions answered and 1HFY’27 results

ICGT recently hosted two webinars to answer questions submitted by Hardman & Co readers. In Part 1, the manager discussed the trust’s approach...

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