In today’s briefing:
- Marksans Pharma: Europe- The Next Growth Engine!
- Options Weekly: Put Buying Surges as Stocks Slide Into September
- Dentsply Sirona’s $99 Million Cash Flow Surge: Is The Turnaround Taking Hold?
- Director Buying in Stamford Land, Foundation Healthcare, Lincotrade and ISOTeam
- (7 Sep 2026) Internet Infinity Inc/Japan(6545 JP) — Fisco Company Research
- (07 Sep 2026) Internet Infinity Inc/Japan(6545 JP) — Fisco Company Research
- Uncovered Thai Stocks: KTMS (2Q26)
- BridgeBio Pharma’s Attruby Breakout — $222.4 Million Revenue Signals A Bigger Opportunity!
- RadNet’s $622.7 Million Quarter: Is AI Becoming The Hidden Catalyst?
- Shionogi & Co (4507 JP): Strong Start to FY27 as Business Diversification Is Yielding Result
Marksans Pharma: Europe- The Next Growth Engine!
- Marksans Pharma posted its highest-ever quarterly EBITDA (INR 213 crore) and PAT (INR 159 crore) in Q1FY27, with UK and Europe overtaking as a genuine second growth engine.
- Operating leverage, a bolt-on European buildout and a cash pile crossing INR 1,000 crore reshape the growth and capital allocation narrative heading into FY27.
- Management’s conservative guidance hold, flagged margin normalization and looming capacity constraints deserve closer scrutiny than the headline beat suggests.
Options Weekly: Put Buying Surges as Stocks Slide Into September
- Defensive options positioning dominated the week of August 31.
- Across five high-severity pulses, traders piled into protective puts on names nursing sharp price declines.
- The put/call ratio (PCR) – which measures put volume relative to call volume – spiked well above seasonal norms on multiple names, with several readings hitting 52-week extremes.
Dentsply Sirona’s $99 Million Cash Flow Surge: Is The Turnaround Taking Hold?
- The second quarter of 2026 for Dentsply Sirona reflected a continued transitional phase as the company progresses through its 24-month Return-to-Growth Action Plan.
- Reported revenues declined by 4.1% to $898 million, or 6.3% on a constant currency basis, though after adjusting for the divestiture of Byte and planned dealer inventory reductions, the decline was somewhat mitigated to 3.6%.
- Earnings per share remained stable at $0.52, benefiting from $44 million in tariff refunds which contributed approximately $0.17 per share.
Director Buying in Stamford Land, Foundation Healthcare, Lincotrade and ISOTeam
- Over five sessions, directors and substantial shareholders filed 25 acquisitions and 16 disposals for over 40 primary-listed stocks.
- Executive Chairman Ow Chio Kiat increased stakes in Stamford Land and Singapore Shipping Corporation, holding over 40% interests in both.
- Keppel DC REIT completed an upsized S$625 million placement to fund a Japan hyperscale data centre acquisition.
(7 Sep 2026) Internet Infinity Inc/Japan(6545 JP) — Fisco Company Research
Key points (machine generated)
- internet infinity INC. achieved record-high operating profits in FY3/26, with a 14.2% increase in net sales to ¥5,892 million and a 33.8% rise in operating profit to ¥536 million.
- For FY3/27, the company projects a 3.5% increase in net sales to ¥6,100 million and a 25.0% rise in operating profit to ¥670 million, driven by growth in its DX Solution Business.
- The company aims for net sales of ¥8,143 million and operating profit of ¥1,343 million by FY3/30, focusing on balancing growth in existing businesses with digital transformation investments.
This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.
(07 Sep 2026) Internet Infinity Inc/Japan(6545 JP) — Fisco Company Research
Key points (machine generated)
- internet infinity INC. achieved record-high operating profits following its acquisition of SAINT-WORKS.
- The company provides various healthcare services for older adults, including rehabilitation care and welfare equipment leasing.
- For the fiscal year ending March 2026, internet infinity reported a 14.2% increase in net sales, totaling ¥5,892 million.
This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.
Uncovered Thai Stocks: KTMS (2Q26)
- The company has delivered strong sales growth, which is essential for long-term value creation
- The efficiency is very good when looking at the growth in sales relative to the growth in assets
- The company is very good at generating consistently positive operating cash flow
BridgeBio Pharma’s Attruby Breakout — $222.4 Million Revenue Signals A Bigger Opportunity!
- BridgeBio Pharma reported continued commercial progress in the second quarter of 2026, led by strong growth of Attruby, or acoramidis, for transthyretin amyloid cardiomyopathy.
- Net product revenue reached $222.4 million, increasing sequentially by more than $35 million.
- Attruby grew 23%, exceeding overall market growth of 19%.
RadNet’s $622.7 Million Quarter: Is AI Becoming The Hidden Catalyst?
- RadNet, Inc. reported its second quarter 2026 financial results marked by strong growth and record performance across both its Imaging Center and Digital Health segments.
- The company’s total revenue increased by 25% year-over-year to $622.7 million, while adjusted EBITDA rose by 22.7% to $99.7 million.
- This broad-based growth was supported by higher procedural volumes, including a notable shift toward advanced imaging modalities such as MRI, CT, and PET/CT, which contributed to an increase in the advanced imaging mix from 27.5% to 29.9% of total procedural volume.
Shionogi & Co (4507 JP): Strong Start to FY27 as Business Diversification Is Yielding Result
- Shionogi & Co (4507 JP) announced Q1FY27 result, with revenue and all profit categories achieving record-high for the first quarter, driven by existing businesses and integration effects from acquired businesses.
- Progress rate of key parameters of Q1FY27 against H1FY27 guidance is strong, thereby enhancing our conviction on the company meeting guidance.
- Addition of growth drivers in multiple QOL diseases that are not affected by fluctuations in infectious disease outbreaks, together with contributions from acquired products should lead to accelerated profitable growth.

