Kazatomprom: Largest Global Producer Well Positioned for Uranium Rebound
This provides broader background on the secular uptrend in the nuclear industry which supported our June 2025 bullish outlook on KZAP and was key...
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Kazatomprom: Major Rate Hike Hits Valuation of Uranium Market Leader
With KZAP's price up over 40% since our bullish June 2025 outlook and the discount rate boosted by Kazakhstan's central bank rate hikes, there is...
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Halyk Bank — 7% NIM likely to be sustained into 2026
Halyk Bank reported a 13.8% y-o-y increase in net interest income in Q325 with a sustained high net interest margin (NIM) of 7.1% versus 7.3% in...
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Halyk Bank — 7% NIM likely to be sustained into 2026
Halyk Bank reported a 13.8% y-o-y increase in net interest income in Q325 with a sustained high net interest margin (NIM) of 7.1% versus 7.3% in...
131 Views
Tracking the AI Cycle : A Macro View
We provide a macro view and three indicators which investors can use to track the AI cycle. They are no where near a 1999 dot-com bubble scenario...
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