ASMPT Limited reported impressive growth in the first half of 2026, with revenue up 23% and earnings per share soaring 536%. Bookings nearly doubled with a 98% increase, and revenue jumped 52%, signaling strong demand and operational momentum. The company’s SEMI segment achieved a 21% margin, while photonics transceiver revenues tripled, boosting profitability. Despite challenges from a China-heavy revenue base and liquidity issues in over-the-counter markets, ASMPT offers attractive value compared to peers, making it a recommended buy for investors with access to its Hong Kong listing.
XRP price stayed close to $1.00 in August after Q2 data showed a 195% rise in XRPL native stablecoin supply to $825.5 million, driven mainly by RLUSD. Tokenized asset value on the XRP Ledger hit a record $4.46 billion, though transferable assets fell...
HNI is rated Buy due to cyclical recovery in the workplace sector, integration benefits from its Steelcase acquisition, and attractive valuation metrics. The company shows strong order growth and a healthy project pipeline, supported by increased off...
Full Truck Alliance reported Q2 2026 net revenues of RMB3.38 billion, a 4.4% increase year-over-year, driven mainly by a 9.6% rise in freight matching services. Net income grew 6.3% to RMB1.35 billion, supported by higher transaction service revenues...
Adobe continues to be rated a Strong Buy due to its robust growth, high profitability with an 89% gross margin, and strong free cash flow conversion. Despite potential cost risks from generative AI, Adobe's dominant market position, large ecosystem, ...
Zeta Global is showing significant business growth driven by AI adoption, with superusers growing four times faster and comprehensive adopters generating about 70% of total revenue. The number of superscale customers rose 17% to 197, and average reve...
