ADBE
Adobe: Value Turnaround
Coming soon — analysis in progress.
Company Analysis
In-depth analysis of companies listed on the US stock market. Providing detailed reports on financial status, business prospects, and stock valuation.
SYNA
Synaptics: Edge AI Pivot Validated
Semiconductor leader executing its IoT & Edge AI transformation. Downgraded to HOLD after ~26% rally; 11.2% upside to $95.64 target.
GXO
GXO Logistics: Record Results, Full Valuation
World’s largest pure-play contract logistics company. Stock has surpassed our $62.01 target; maintaining HOLD as valuation is full.
SAS
Southern Airports Services JSC: Airport Non-Aviation Leader
Vietnam’s dominant airport lounge & duty-free operator. Long Thanh Airport expansion and international passenger recovery drive 19.8% base IRR.
PVT
PetroVietnam Transportation: Energy Shipping Leader
State-backed energy shipping operator with stable PVN contracts. Chemical tanker expansion and LPG recovery drive 18% base IRR.