In today’s briefing:
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (26 September to 10 October 2025)
- Federal Signal’s $396M Bet On Refuse Trucks: Could This Trash Truck Deal Get Dirty?
- Accenture: Strategic Acquisitions & Continuous Innovation to Shape Competitive Landscape & Future Growth Trajectory!
- MHI (7011 JP): Laser Power Transmission Positive, Political Support Unclear
- Micron Unveils Game-Changing 1-Gamma Node Expansion to Slash Costs & Boost Output; What Lies Ahead?
- China Healthcare Weekly (Sep.28) – Trump’s Pharma Tariff, Companies Increase Their Holdings, Duality
- Kolte Patil (KPDL): Weak Q1FY26 Performance, However Medium-Term Potential Is Intact
- Jabil’s Global Diversification – Will Balanced Capacity & Automation Shield It from Market Volatility?
- KB Home: An Insight Into its Optimized Asset Mix, Pricing Strategy & Other Major Drivers!
- O’Reilly Automotive Leaves Autozone In The Dust—The Valuation Gap Explained!
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (26 September to 10 October 2025)
- In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (26 September to 10 October 2025).
- Top 10 picks in this bi-weekly include S&T Dynamics, Samsung Electronics, KT&G, Samsung Life Insurance, Hana Financial, Hyundai Elevator, SK Inc, Lotte Tour Development, Naver, and Douzone Bizon.
- There have been some signs of shipbuilding and shipping services related stocks (such as HMM, SK Oceanplant, and HJ Shipbuilding) experiencing some weakness in the past couple of weeks.
Federal Signal’s $396M Bet On Refuse Trucks: Could This Trash Truck Deal Get Dirty?
- Federal Signal Corporation has made a strategic move with its definitive agreement to acquire Scranton Manufacturing Company, doing business as New Way Trucks, for an initial consideration of $396 million.
- This deal, announced on September 25, 2025, includes an additional $30 million earmarked for real estate tied to New Way’s manufacturing facilities in Iowa and Mississippi.
- Further, a performance-based earnout of up to $54 million could be paid over the next two years.
Accenture: Strategic Acquisitions & Continuous Innovation to Shape Competitive Landscape & Future Growth Trajectory!
- Accenture’s most recent earnings discussion reveals significant insights into their fourth quarter and full fiscal year 2025 performance, as well as their strategic outlook for 2026.
- The narrative reflects a blend of robust financial achievements, strategic realignments, and forward-looking initiatives centered around their ongoing investments in AI, digital transformation, and global footprint expansion.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
MHI (7011 JP): Laser Power Transmission Positive, Political Support Unclear
- Laser wireless power transmission technology opens new defense, dual-use and civilian market opportunities.
- Japanese politicians inclined to spend more on defense, but worried about the national budget. Likely to split the difference between 2% of GDP and Trump’s demands.
- Aircraft, Defense & Space to drive sales and profit growth through 2030. Buy on dips for the long term.
Micron Unveils Game-Changing 1-Gamma Node Expansion to Slash Costs & Boost Output; What Lies Ahead?
- Micron Technology’s recent earnings provided insights into its performance and strategic outlook.
- The company appears to be navigating industry dynamics effectively, particularly within the NAND and DRAM markets.
- The call highlighted several critical areas of development and potential challenges facing Micron.
China Healthcare Weekly (Sep.28) – Trump’s Pharma Tariff, Companies Increase Their Holdings, Duality
- Trump said he will place import taxes on 100% of pharmaceutical drugs, which will begin on Oct.1. Below, we shared our views on this new policy.
- Some companies continue to repurchase/increase their holdings despite the industry’s significant rise this year, indicating that major shareholders truly have confidence in the outlook. We specifically listed these companies.
- The fluctuations in Duality’s stock price are obviously driven by capital after being included in HK Stock Connect. we suggest that investors pay attention to risks as Duality faces correction.
Kolte Patil (KPDL): Weak Q1FY26 Performance, However Medium-Term Potential Is Intact
- Q1FY26 pre-sales came in weak led by delayed launches; however, KPDL’s management has guided to do INR 3500cr+ (25% YoY growth) in pre-sales for the full-year FY26.
- During Q1FY26, KPDL completed allotment of 14.3% equity stake to Blackstone bringing in INR 417cr of capital that is earmarked to be predominantly used as growth capital.
- Due to ongoing transition phase with Blackstone (BX US) being added as a promoter, the business development activity has been slow. However, more clarity and visibility is expected post Q2.
Jabil’s Global Diversification – Will Balanced Capacity & Automation Shield It from Market Volatility?
- Jabil Inc. has reported its fiscal year 2025 results, showcasing solid financial performance against a backdrop of varied market dynamics.
- The company reported approximately $8.3 billion in revenue for the fourth quarter, exceeding earlier forecasts by $800 million.
- This revenue increase was broad-based across its three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce.
KB Home: An Insight Into its Optimized Asset Mix, Pricing Strategy & Other Major Drivers!
- KB Home’s third quarter financial results for fiscal year 2025 reflect a nuanced picture of its current market position, with both strengths and challenges evident.
- From a financial standpoint, the company managed to deliver over $1.6 billion in total revenues, a figure that met or exceeded its own guidance across key operational metrics.
- This solid performance translates into a diluted earnings per share of $1.61 and an impressive gross margin of 18.9%, excluding inventory-related charges — both of which underscore the company’s ability to effectively manage costs and drive profitability amidst changing market conditions.
O’Reilly Automotive Leaves Autozone In The Dust—The Valuation Gap Explained!
- O’Reilly Automotive has been one of the top-performing retail stocks in 2025, rising over 30% yearto-date and recently trading at $103.47.
- While this rally might make the stock appear expensive relative to peers such as AutoZone, Advance Auto Parts, and Genuine Parts, a closer look at the company’s fundamentals justifies its elevated valuation.
- Sales are projected to grow more than 6% annually over the next two years—significantly ahead of peers struggling with stagnation or outright declines.
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