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Latest Articles

Buy Shopee's Scale - Sea Trade Idea After Profit Upgrades

Buy Shopee's Scale - Sea Trade Idea After Profit Upgrades

Sea (SE) is showing clear evidence of scalable Shopee economics and raised profit targets. Q2 momentum, strong revenue growth and improving unit economics support a bullish trade. Technicals are oversold and short interest has been declining — we set an entry at $95.31, a stop at $80.00 and a $140.00 target, horizon 180 trading days.

Oil Edges Up as Mixed Signals from China and U.S. Influence Market Tone

Oil Edges Up as Mixed Signals from China and U.S. Influence Market Tone

Oil prices ticked higher early Friday after China temporarily halted fuel exports and reports emerged that the United States is dispatching additional military assets to the Middle East while urging Europe to release emergency diesel stocks. Markets are parsing contrasting indicators - some pointing to improved Saudi exports and others suggesting t…

New Drug Application Submission Initiated for Zipalertinib Plus Chemotherapy in First-Line EGFR Exon 20 Insertion Mutation NSCLC for Review Under FDA Real-Time Oncology Review Program

New Drug Application Submission Initiated for Zipalertinib Plus Chemotherapy in First-Line EGFR Exon 20 Insertion Mutation NSCLC for Review Under FDA Real-Time Oncology Review Program

Cullinan Therapeutics announced the initiation of a New Drug Application (NDA) submission to the FDA for zipalertinib combined with platinum-based chemotherapy to treat first-line EGFR exon 20 insertion mutation non-small cell lung cancer (NSCLC). The submission is under the FDA's Real-Time Oncology Review program to expedite review, with completio…

Blue Owl (OWL) at a Yielding Discount: A Mid-Term Long with Defined Risk

Blue Owl (OWL) at a Yielding Discount: A Mid-Term Long with Defined Risk

Blue Owl (OWL) is trading near $9 after a year-long pullback from a $17.33 52-week high. The stock yields roughly 10%, has meaningful free cash flow ($1.32B), and shows oversold technicals (RSI ~27). For disciplined traders, a mid-term long targeting a recovery to $12 with a stop at $8 offers asymmetric risk-reward while acknowledging private-credi…

Phillips Edison & Company Reaffirms Full Year 2026 Earnings Guidance; Increases Full Year 2026 Gross Acquisitions Guidance; Provides Investment Update

Phillips Edison & Company Reaffirms Full Year 2026 Earnings Guidance; Increases Full Year 2026 Gross Acquisitions Guidance; Provides Investment Update

Phillips Edison & Company, a leading owner and operator of grocery-anchored shopping centers, updated its 2026 guidance by increasing full year gross acquisitions and disposition expectations. The company reaffirmed its earnings guidance, anticipating over 6% year-over-year growth in Core FFO per share, driven by an expanded joint venture partnersh…

MGPI: Buy a Low-Risk Shot at Normalization as Inventory Issues Fade

MGPI: Buy a Low-Risk Shot at Normalization as Inventory Issues Fade

MGP Ingredients (MGPI) trades at roughly $12.88 with a market cap near $276M, a low price-to-book of 0.48 and EV/EBITDA of 7.2. After a painful inventory-led reset across the spirits market, the stock is pricing in prolonged weakness. If demand and order cadence normalize over the next several quarters, MGPI’s cheap valuation and 3.6% yield create …

JAKKS Pacific, Inc. Announces Third Quarter 2026 Earnings Call

JAKKS Pacific, Inc. Announces Third Quarter 2026 Earnings Call

JAKKS Pacific, a leading toy designer and manufacturer, announced it will release its third quarter 2026 financial results after market close on October 22, 2026, followed by an earnings call to discuss performance and future outlook. The company operates popular proprietary and licensed toy brands and maintains an active media presence.

Phillips Edison & Company Announces $377.5 Million Expansion of Joint Venture with Northwestern Mutual

Phillips Edison & Company Announces $377.5 Million Expansion of Joint Venture with Northwestern Mutual

Phillips Edison & Company has announced a $377.5 million expansion of its joint venture partnership with Northwestern Mutual, extending their Grocery Retail Partners I LLC deal to 2036. The expansion involves acquiring 13 high-quality grocery-anchored shopping centers across eight states. Phillips Edison will retain a 14% interest, continue managem…

ChronoScale Announces Agreements Bringing Total Company Contracted Run-Rate Revenue to $1 Billion and Sale of Ekso Bionics Business Unit

ChronoScale Announces Agreements Bringing Total Company Contracted Run-Rate Revenue to $1 Billion and Sale of Ekso Bionics Business Unit

ChronoScale Holdings Corporation announced expanded AI infrastructure agreements, boosting contracted annualized revenue run rate to $1 billion by Q3 2027. The company also completed the sale of its Ekso Bionics business unit, enabling a sharper focus on accelerated computing platforms optimized for AI workloads. These strategic moves highlight inc…

Algoma Steel Group Inc. Provides Guidance for the Third Quarter 2026

Algoma Steel Group Inc. Provides Guidance for the Third Quarter 2026

Algoma Steel Group Inc. reported guidance for Q3 2026 with total steel shipments expected around 145,000 tons and Adjusted EBITDA estimated between negative $10 million and negative $20 million, reflecting temporary production constraints due to a turbine outage. The company successfully restored power, completed maintenance, and is progressing the…

Axogen Completes Acquisition of BioCircuit Technologies, Adding NerveTape™, the First FDA Cleared Device for Sutureless Peripheral Nerve Repair

Axogen Completes Acquisition of BioCircuit Technologies, Adding NerveTape™, the First FDA Cleared Device for Sutureless Peripheral Nerve Repair

Axogen, Inc. has finalized the acquisition of BioCircuit Technologies, adding NerveTape™, the first FDA-cleared device enabling sutureless peripheral nerve repair, to its surgical solutions portfolio. The company expects the acquisition to contribute approximately $6 million in revenue in Q4 2026 and about $34 million in 2027, expanding its market …

Brady Corporation Announces Sale of its French First-Aid Company

Brady Corporation Announces Sale of its French First-Aid Company

Brady Corporation announced the sale of its French first-aid business Securimed SAS to Safe Life International for approximately EUR 53 million (USD 59 million). This divestiture allows Brady to concentrate on its specialty identification and productivity solutions business. Securimed specialises in customized first-aid kits and healthcare safety p…

Osisko Gold Announces Management Update

Osisko Gold Announces Management Update

Osisko Gold Group Inc. announces the appointment of Elijah Tyshynski as Chief Financial Officer, succeeding Alexander Dann, effective October 1, 2026. The company continues to focus on advancing its Cariboo Gold Project in British Columbia and its Tintic Project in Utah as it aims to become an intermediate gold producer.

KBR Appoints Rami Qasem to Board of Directors

KBR Appoints Rami Qasem to Board of Directors

KBR, Inc. has appointed Rami Qasem to its board of directors effective October 1, 2026. Qasem brings nearly 30 years of global leadership experience in energy, technology, and industrial sectors. This strategic addition aims to enhance governance as KBR moves toward the planned spin-off of its Mission Technology Solutions business in January 2027, …