Khairussaleh Ramli, President and Group CEO at Maybank, says the Johor-Singapore special economic zone will drive further expansion, with Malaysia’s biggest lender having facilitated about $4.9 billion in financing and investments in the area in the past couple of years. He speaks with Shery Ahn and Haidi Stroud-Watts from the sidelines of the Invest Malaysia conference in Kuala Lumpur. (Source: B...
Khairussaleh Ramli, President and Group CEO at Maybank, says the Johor-Singapore special economic zone will drive further expansion, with Malaysia’s biggest lender having facilitated about $4.9 billion in financing and investments in the area in the past couple of years. He speaks with Shery Ahn and Haidi Stroud-Watts from the sidelines of the Invest Malaysia conference in Kuala Lumpur. (Source: Bloomberg)
Cloud and database company Oracle (NYSE: ORCL) reports fiscal fourth-quarter results -- covering the period ended May 31 -- after the market close on Wednesday, June 10. And the revenue and earnings headlines may not be what moves the stock. The figure investors will arguably zero in on is Oracle's remaining performance obligations (RPO), or the dollar value of signed contracts not yet recognized ...
Cloud and database company Oracle (NYSE: ORCL) reports fiscal fourth-quarter results -- covering the period ended May 31 -- after the market close on Wednesday, June 10. And the revenue and earnings headlines may not be what moves the stock. The figure investors will arguably zero in on is Oracle's remaining performance obligations (RPO), or the dollar value of signed contracts not yet recognized as revenue, which has become one of the clearest gauges of how much demand there really is for AI computing. Even more, this report is timely. AI and chip stocks have sold off over the past week, and Oracle itself slid nearly 10% on June 5. And as of this writing, shares trade near $212 -- well below 52-week highs of more than $345 but up sharply from a low near $150 in February. It has been a volatile round trip for the stock, and the backlog is a big reason. Continue reading
Hong Kong will launch a two-month public consultation on Monday on its first five-year blueprint to align the city’s development with the national plan, Chief Executive John Lee Ka-chiu has announced. Lee said on Tuesday the consultation would begin on June 15, marking what he described as a historic milestone for the city. “The formulation of Hong Kong’s first five-year plan is a historic step an...
Hong Kong will launch a two-month public consultation on Monday on its first five-year blueprint to align the city’s development with the national plan, Chief Executive John Lee Ka-chiu has announced. Lee said on Tuesday the consultation would begin on June 15, marking what he described as a historic milestone for the city. “The formulation of Hong Kong’s first five-year plan is a historic step and is of great significance,” he said. “We hope to gather everyone’s views, listen to the people and...
Tippapatt/iStock via Getty Images Portfolio Observations The Gabelli Global Growth Fund returned (7.6)% during the first quarter, compared with a (3.1)% return for the MSCI All Country World Index ( ACWI ) and a (9.9)% return for the Russell 1000 Growth Index ( IWF ). During the quarter, we added to existing positions in Amphenol Corp. ( APH ) (0.8% of net assets as of March 31, 2026), Applied Mat...
Tippapatt/iStock via Getty Images Portfolio Observations The Gabelli Global Growth Fund returned (7.6)% during the first quarter, compared with a (3.1)% return for the MSCI All Country World Index ( ACWI ) and a (9.9)% return for the Russell 1000 Growth Index ( IWF ). During the quarter, we added to existing positions in Amphenol Corp. ( APH ) (0.8% of net assets as of March 31, 2026), Applied Materials Inc. ( AMAT ) (1.1%), Howmet Aerospace Inc. ( HWM ) (1.0%), and Keyence Corp. ( KYCCF ) (2.1%). We initiated a new position in Fanuc Corp. ( FANUY ) (0.6%). Our largest position decreases in the quarter were Cadence Design Systems Inc. ( CDNS ) (0.7%), Oracle Corp. ( ORCL ) (0.9%), and Intuit Inc. ( INTU ) (0.7%). We did not eliminate any names from the portfolio in the quarter. For the first quarter our top five contributors to performance (based upon price change and position size) were GE Vernova Inc. ( GEV ) (4.2%), ASML Holding N.V. ( ASML ) (2.7%), Eaton Corporation plc ( ETN ) (2.3%), Applied Materials Inc. (1.1%), and Linde plc ( LIN ) (1.1%). On the flip side, the largest detractors from performance for the quarter were Microsoft Corp. ( MSFT ) (4.2%), Eli Lilly & Co. ( LLY ) (4.4%), Boston Scientific Corp. ( BSX ) (1.3%), LVMH Moët Hennessy Louis Vuitton SE ( LVMUY ) (1.3%), and Amazon. com Inc. (4.5%). The Gabelli Global Growth Fund At a sector level, we ended the quarter with overweight exposures in Industrials (17% of portfolio assets vs. 12% in the benchmark), Information Technology (29% of portfolio assets compared with 26% in the benchmark), and Communications Services (12% of portfolio assets compared with 9% in the benchmark). Our largest sector underweights at quarter-end included Energy (0% of portfolio assets vs. 5% in the benchmark) and Consumer Staples (1% of portfolio assets vs. 6% in the benchmark). Our Fund remains fairly concentrated with positions in 47 companies as of the end of the quarter. The top five holdings represent 25% of portfoli...
Riz Visua/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between May 22 and May 28. Take a look at what these less-covered stocks might hold for you. And pl...
Riz Visua/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between May 22 and May 28. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? Hess Midstream: 8% Yield That's Backed By Chevron The Supercycle Investor | Buy When scrolling through the North American midstream sector, it's easy to find high yielding names - you can find MLPs with yields ranging from 5% to 10% or higher (in some cases). But not every one of these stocks deserves a permanent home in an income portfolio for various reasons. It's not enough to just lock in a high yield. In particular, I'm looking for high-yielding stocks with a positive history of growing distributions over time, even during weak oil price environments, as these are the stocks that in this sector that tend to outperform over the long haul. And I prefer midstream stocks with relatively low leverage and a history of strong operating results. Hess Midstream ( HESM ) is a name I've known for years but haven't pulled the trigger on yet. It isn't my top pick: Western Midstream ( WES ) and MPLX ( MPLX ) get that honor. But, when it comes to the things that matter most to income investors (distribution history and valuation, for starters), HESM screens a bit better than many of its peers. That's why I've rated the stock as a BUY. Read more here. Gorilla Technology's NeutraDC Deal Changes Everything, And It's Not Yet Priced In Ryan Canady | Buy Gorilla Technology Group ( GRRR ) announced on Tuesday, May 26, 2026, that it has signed a strategic agreement with NeutraDC to provide 5.5 megawatts of AI-focused data center capacity. Tha...
Photo: VCG Under the pressure of a rapidly aging population and a rising chronic disease burden, China is facing a stubborn challenge in curbing smoking rates. At a recent media briefing on tobacco taxes and health co-hosted by the Beijing Tobacco Control Association, the China-Japan Friendship Hospital and the University of International Business and Economics, experts argued that raising tobacco...
Photo: VCG Under the pressure of a rapidly aging population and a rising chronic disease burden, China is facing a stubborn challenge in curbing smoking rates. At a recent media briefing on tobacco taxes and health co-hosted by the Beijing Tobacco Control Association, the China-Japan Friendship Hospital and the University of International Business and Economics, experts argued that raising tobacco taxes is one of the most effective single measures to advance tobacco control.
Bitcoin' s (CRYPTO: BTC) price currently sits 49% below its all-time high reached last October, as of June 8. It's an unusual fall because the S&P 500 index, which has had a strong year thus far, is near its record high. The market clearly isn't rewarding all risk assets equally, as the top cryptocurrency continues to get punished. The bears are winning the debate right now. But I believe the bull...
Bitcoin' s (CRYPTO: BTC) price currently sits 49% below its all-time high reached last October, as of June 8. It's an unusual fall because the S&P 500 index, which has had a strong year thus far, is near its record high. The market clearly isn't rewarding all risk assets equally, as the top cryptocurrency continues to get punished. The bears are winning the debate right now. But I believe the bulls will have the last laugh. I predict that Bitcoin will rise by 290% from $64,000 today to hit $250,000 before the next halving event , which is expected to take place in April 2028. Here are three reasons why. Continue reading