$Silvercorp Metals Inc(SVM)$ 15 Target Price, due to global Silver output deficit --About SilverCorp Metals Inc (SVM)-- Silvercorp Metals Inc. (SVM) is a profitable silver-focused producer with low-cost underground mining operations in China, along with exploration and development assets globally. --Growth Catalysts for SilverCorp Metals Inc (SVM)-- 1). Ying Mining District Expansion & Upgrades: Silvercorp has completed the flotation line expansion at its flagship Ying Mining District in Henan Province, increasing processing capacity to 1,500 tonnes per day. Ongoing underground development and equipment upgrades aim to maintain high throughput and improve long-term operational efficiency. 2). Kuanping & Exploration Projects: Exploration and

$First Resources(EB5.SI)$ 5 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jum

[你懂的]  AI’s Next Battle May Not Be GPUs: Meet the Company Selling the Data and “Tests” Behind AI When investors talk about AI, the names usually come quickly: NVIDIA for compute, Broadcom for networking and custom chips, and Microsoft, Amazon and Google for cloud infrastructure and foundation models. But there is another question that is becoming increasingly important: Even if you have all the GPUs in the world, what will AI actually learn from without high-quality data? And as AI moves beyond simple chatbots toward AI agents, reasoning models and enterprise applications, another question emerges: How do we know whether an AI system is actually good? Is its answer correct? Does it hallucinate? Can it complete a complex task as instructed? And in high-stakes industries such as fi

As the U.S. Federal Reserve prepares for its critical September 16, 2026 Federal Open Market Committee (FOMC) rate decision, global financial markets face a complex macroeconomic environment. The convergence of Brent crude oil surpassing $100 per barrel driven by Middle Eastern supply disruptions, stubborn persistent core inflation, and climbing U.S. Treasury yields has generated heightened market uncertainty. Investors are weighing whether Chair Kevin Warsh and the FOMC will enact a 25-basis-point rate hike (raising the benchmark target range from 3.50%–3.75% to 3.75%–4.00%) or hold rates steady accompanied by a hawkish Summary of Economic Projections (SEP) "dot plot". In this article, we would like to share our comprehensive analysis of the macroeconomic landscape leading into late 2026.

$Silvercorp Metals Inc(SVM)$ 15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, with est

[你懂的]  AI Isn’t Just About GPUs: Meet the Company Building the Power Behind AI MYR Group (MYRG). It isn’t a chipmaker or a data-center operator. MYRG provides transmission, distribution, and electrical construction services for commercial, industrial, utility, and infrastructure projects. In simple terms: AI data centers need enormous amounts of electricity — and MYRG helps build the infrastructure that delivers it. 1. How does MYRG actually make money? MYRG has two major business segments. Transmission & Distribution (T&D) focuses on electric transmission and distribution infrastructure. As the U.S. adds data centers, industrial facilities, EVs, and other power-intensive projects, the grid needs to expand and modernize. The second is Commercial & Industrial (C&I)

The Removal. I have always associated $Nike(NKE)$ as one of those “it” or blue-chip stocks because of its most popular and best-selling lifestyle and streetwear series - the Nike Air Force 1. Besides that, the Nike Pegasus stands as its longest-running & most popular performance running franchise. And how could we forget its other massive multi-decade bestsellers include the Air Max and Air Jordan series. Therefore, it came as a surprise when I came across the news print that NKE will be removed from the S&P 100 index’s listing before US trading opens on Mon, 21 Sep 2026. (see below) This comes as part of S&P 500 and Dow Jones Indices’ quarterly rebalance announced on 04 Sep 2026. NKE will be replaced by

$Sheng Siong(OV8.SI)$  $3.60 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoing bids for

The defining market dynamic today is the persistent upward pressure on energy and Treasury yields, with Brent crude topping $99–$100 per barrel amid Middle East escalation and 10-year yields holding near 4.80%, which continues to compress tech multiples and fuel inflation fears ahead of key economic data. Stocks & Sectors to Watch: * Energy Majors (e.g., Chevron, XLE): Outperforming the broader tape as crude spikes, serving as a key tactical hedge against geopolitical risk. * Mega-Cap Tech & Hyperscalers (Alphabet, Amazon, Microsoft): Under direct pressure from higher discount rates and surging datacenter capital expenditure funding costs. * Semiconductors & Optical (Qualcomm, Corning, Lumentum): Showing relative strength on strategic AI hardware orders and network expansion an

Major U.S. stock benchmarks extended losses on September 9, with the Dow Jones falling -0.77% to 52,380.66, the NASDAQ declining -0.64% to 26,253.34, and the S&P 500 down -0.48% to 7,636.36. Market sentiment remains constrained by rising geopolitical tensions and crude oil prices surging toward $100 per barrel, elevating headline inflation fears and keeping Treasury yields elevated ahead of crucial economic data releases. This environment is favoring defensive strategies and short-term volatility plays, as traders hedge against potential Fed policy shifts ahead of Friday’s inflation report. To capture opportunities in a risk-off environment, investors should focus on energy sector strength, select optical and semiconductor suppliers that continue to attract capital, and tactical option

Pharmaceutical seems to be the new " semiconductors" 

Tesla is making a comeback

Today's Market Watch — September 9, 2026 The market setup has changed meaningfully since our last valuation discussion. The immediate threat to tech isn't weak AI demand; it's the combination of $100 oil + ~4.8% Treasury yields + renewed inflation risk. What's happening today Brent crude has broken above $100/barrel as the U.S.–Iran conflict and disruption around the Strait of Hormuz intensify. The U.S. 10-year Treasury yield is around 4.8%, near a three-year high. U.S. equities opened weaker, with the S&P 500 down roughly 0.3%, Dow about 0.8%, and Nasdaq about 0.4% early in the session.  Friday's U.S. CPI release is therefore becoming extremely important. Markets are now assigning roughly a 60% probability of a Fed rate increase next week, after strong employment data and renewed