CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul>
<li>The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.</li>
<li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li>
<li>Previous portfolio returned -9.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -8%.</li>
</ul>


The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.
By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.
Previous portfolio returned -9.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -8%.


Global Thematic (Shariah) Portfolio (14-Sep-2026)

<ul><li>The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services.</li><li>These companies support our societal well-being and are less likely to be subject to hype.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services.These companies support our societal well-being and are less likely to be subject to hype.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

Global Life Essential (Shariah) Portfolio (14-Sep-2026)

<ul>
<li>The strategy seeks to invest in companies that provide life’s essential goods and services.</li>
<li>These companies support our societal well-being and are less likely to be subject to hype.</li>
<li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li>
</ul>


The strategy seeks to invest in companies that provide life’s essential goods and services.
These companies support our societal well-being and are less likely to be subject to hype.
By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.


Global Life Essential Portfolio (14-Sep-2026)

Independent Fund Manager, Swaen Capital

Swaen Capital

Independent Fund Manager

Swaen Capital is a Singapore based licensed independent fund manager with an open architecture, a non bias financial platform creating access to the best custodians and investment managers. Our focus lies within the wealth management business, covering client relationships, financial planning, advisory, as well as discretionary portfolio management. We have developed strategic alliances with other leading independent firms to complement and extend our offerings to clients (global hedge fund research capability, alternative investment offerings, corporate finance, fund structuring & administration, etc). Our know-how, extensive global network and long standing presence in Asia allows us to provide a global footprint and at the same time enables us to capitalize on regional opportunities.

Thematic (Sector/Industry)

<ul>
<li>The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).</li>
<li>Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.</li>
<li>Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.</li>
</ul>


The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and signal-integrity penalties. The industry's answer is to move the optics off the faceplate and onto the chip package itself — Co Packaged Optics (CPO).
Adoption is switch-first. NVIDIA and Broadcom are shipping CPO switches in 2026 on external-laser designs; the XPU side and an in-package laser are deferred by packaging and reliability limits, not yet solved.
Money moves with the architecture. As the optical engine moves into the package, value migrates away from module assemblers toward the layers that fabricate the optical engine itself.


Co-Packaged Optics 101: The Future of High-Density AI Interconnects

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Equity Bottom-Up

<ul>
<li>Coherent offers direct AI optics exposure, spanning indium phosphide lasers, pluggable transceivers, optical circuit switches and co-packaged optics, as industry demand scales rapidly</li>
<li>NVIDIA’s $2 billion investment, multiyear supply agreement, record bookings and backlog through 2028 materially improve revenue visibility and de-risk Coherent’s aggressive capacity expansion</li>
<li>At 18.6x 2028 earnings, Coherent trades below optical peers despite superior growth, creating an attractive entry point, albeit with meaningful hyperscaler concentration risk.</li>
</ul>


Coherent offers direct AI optics exposure, spanning indium phosphide lasers, pluggable transceivers, optical circuit switches and co-packaged optics, as industry demand scales rapidly
NVIDIA’s $2 billion investment, multiyear supply agreement, record bookings and backlog through 2028 materially improve revenue visibility and de-risk Coherent’s aggressive capacity expansion
At 18.6x 2028 earnings, Coherent trades below optical peers despite superior growth, creating an attractive entry point, albeit with meaningful hyperscaler concentration risk.


Coherent Corp (NYSE: COHR): AI Optics Selloff Offers an Entry Into a Structurally Improving Story

United States

Coherent Corp. designs engineered materials and optoelectronic components. The Company offers products to industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent also manufactures semiconductor lasers and optics for high power industrial lasers, optical communications systems, datacenter connectivity, and 3D sensing.

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Coherent (COHR US)

Global Thematic (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally. By adopting a portfolio of stocks...

Crea8

Global Life Essential (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services. These companies support our societal...

Crea8

Global Life Essential Portfolio (14-Sep-2026)

The strategy seeks to invest in companies that provide life’s essential goods and services. These companies support our societal well-being and...

Crea8

Co-Packaged Optics 101: The Future of High-Density AI Interconnects

The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...

Swaen Capital

Coherent Corp (NYSE: COHR): AI Optics Selloff Offers an Entry Into a Structurally Improving Story

Coherent's AI optics exposure and partnership with NVIDIA position them for growth, offering an attractive entry point for investors despite...

GSBR Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global Thematic (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally. By adopting a portfolio of stocks...

Crea8

Global Life Essential (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services. These companies support our societal...

Crea8

Global Life Essential Portfolio (14-Sep-2026)

The strategy seeks to invest in companies that provide life’s essential goods and services. These companies support our societal well-being and...

Crea8

Co-Packaged Optics 101: The Future of High-Density AI Interconnects

The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...

Swaen Capital

Coherent Corp (NYSE: COHR): AI Optics Selloff Offers an Entry Into a Structurally Improving Story

​Coherent's AI optics exposure and partnership with NVIDIA position them for growth, offering an attractive entry point for investors despite...

GSBR Research

Coherent's AI optics exposure and partnership with NVIDIA position them for growth, offering an attractive entry point for investors despite...