U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement.  Technology...
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Manycore Tech (68 HK) IPO: What Valuation Is Right?
​Manycore's upcoming IPO targets to raise HK$1.0bn, with a 3-year adjusted EPS CAGR of 86.2%. Priced at 40.8-46.3x FY26 PER, it only looks...
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Manycore Tech (68 HK) IPO: Valuation Insights
Manycore, a leading provider of spatial design software, has launched an HKEx IPO to raise US$156 million. In this note, I discuss the valuation.
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Trimble Doubles TC1 Bookings Across Europe—Will Expansion Unlock a Global Revenue Surge?
Trimble's second quarter of 2025 financial results demonstrate a mixed performance with notable strengths and some areas of challenge. Organized...
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