1 Reason I Am Buying Taiwan Semiconductor Stock to Hold Forever
December 25, 2025, 2:04 AM EST. TSMC sits at the center of the tech supply chain. As the dominant pure-play foundry, it turns designs from Apple, Nvidia, and Amazon into real chips, a model that requires immense capital, talent, and specialized plants. In AI, TSMC is largely the sole producer of leading AI chips, giving it pricing power. Its HPC segment, including AI chips, accounted for a large share of quarterly revenue, and margins have improved-from 57.8% gross to 59.5%, and operating margins from 47.5% to 50.6%. The combination of scale, customer concentration, and technological leadership supports a long-term investment thesis: strong pricing power, durable moat, and exposure to AI-driven demand. Risks include geopolitics and cyclicality, but the company's balance sheet and backlog undergird a case for a long-term hold.
Kinsale Capital Group (KNSL) valuation in focus after price rally: can upside persist?
December 25, 2025, 2:03 AM EST. Kinsale Capital Group (KNSL) rebounded this month, trading at $396.64 after a pullback, but analysts see it as still trading above peers on a premium multiple. Our latest narrative suggests fair value around $461, signaling potential upside if earnings momentum re-accelerates. Key drivers include advanced technology platform, low expense ratio (~20.7%), disciplined underwriting, and a resilient balance sheet that supports long-term earnings growth. However, risks loom from competition in core lines, persistent inflation in long-tail claims, and a valuation premium (about 19.5x trailing earnings vs. a fair 13.3x). The analysis outlines an earnings bridge and why the stock could justify a higher multiple if growth re-accelerates, while acknowledging downside if margin pressure intensifies.
UK Dividend Stocks to Watch in December 2025: Standouts From the Top UK Dividend Screener
December 25, 2025, 2:02 AM EST. Amid a choppy backdrop for the FTSE 100 and FTSE 250, driven by weak China trade data and commodity volatility, investors lean toward dividend stocks for income and resilience. The top UK dividend screener shows yields from roughly 3% to 8%, with standout picks such as Treatt (4.16%), Seplat Energy (7.16%), MONY Group (6.83%), Impax Asset Management (7.98%), and 4imprint (4.55%). Other notable names include RS Group (3.58%), Keller Group (3.10%), IG Group (3.60%), Hargreaves Services (5.64%), and Begbies Traynor (3.84%). Deep-dives highlight Nichols plc at 3.3% with solid earnings/cash-flow coverage, and AEP Plantations at about 4.2% with healthy payout coverage though dividend volatility remains a concern. Key signals: yield, coverage, and potential growth catalysts as December unfolds.
Keppel Ltd (SGX:BN4) in Focus on Dec 25, 2025: Buybacks, Data-Centre Divestment, and the New Keppel Re-rating
December 25, 2025, 2:01 AM EST. Keppel Ltd (SGX:BN4) trades into year-end with a reinforcing story: buybacks remain a daily staple, a data-centre divestment fits the asset-light strategy, and analysts increasingly back the New Keppel transformation. As of Dec 24, 2025, the stock hovered near S$10.35, with a market cap in the high teens of billions. Keppel has been filing daily buy-back notices, signaling that capital return is now a recurring discipline. On Dec 16, the group agreed to sell remaining interests in two Singapore data centres to Keppel DC REIT for S$50.5 million, with completion expected in 1Q 2026, reinforcing the move to recycle capital and simplify. Simultaneously, three subsidiaries entered voluntary liquidation, a housekeeping step aligned with a leaner, fee-based platform and a re-rating cycle ahead.
Nexus Industrial REIT (TSE:NXR.UN) Shares Dip 0.6% as Desjardins Lifts Target
December 25, 2025, 2:00 AM EST. Nexus Industrial REIT (TSE:NXR.UN) shares fell 0.6% to C$7.88 after dipping to C$7.83, with volume of 48,883 vs. 148,939 avg. Desjardins lifted its target from C$8.75 to C$9.00 and gave a Buy rating. The stock carries a consensus Hold from MarketBeat (2 Buy, 5 Hold). Market data lists a market cap of C$764.53 million, P/E 9.54, beta 1.56, and debt-to-equity 129.95, with current ratio 0.44 and quick ratio 0.12. The 50- and 200-day moving averages sit at C$7.77 and C$7.75, respectively. In the latest quarter, EPS C$0.04; ROE 16.47%; net margin 99.45%; revenue C$43.30 million. The monthly dividend of C$0.0533 yields about 8.1%; ex-div Oct 31; payout ratio 77.46%.
IRCON International (NSE:IRCON) Stock Up 13%: ROE Underperforms Industry, Yet Earnings Growth Persists
December 25, 2025, 1:49 AM EST. IRCON International's stock has climbed ~13% over the last week. The key fundamentals show a trailing ROE of 9.2% (₹6.0b profit ÷ ₹65b equity) for the past twelve months, below the Indian infrastructure peers' industry average of ~13%. Despite this, net income has grown ~14% over five years, though this trails the industry's ~36% growth. The contrast hints that higher earnings retention or efficient management may be supporting profit growth even as ROE underperforms. Investors should assess whether the market has priced in earnings growth, with the P/E ratio serving as one indicator of future expectations. In short: momentum is apparent, but the ROE gap and relative earnings growth warrant closer look at Ircon International's ability to sustain returns on equity and reinvestment discipline.
Singtel Stock Outlook Dec 25, 2025: Optus Fallout, Data Centre Deals, Dividends and Buybacks
December 25, 2025, 1:47 AM EST. Singtel trades near multi-year highs around S$4.55 on Dec 25, 2025, backed by a bullish momentum from improving operating momentum, upgraded guidance, and a capital-return engine built on dividends and buybacks funded by asset recycling. Investor excitement centers on digital infrastructure, notably data centres, while the Optus Australian risk persists after the Triple Zero outage review flagged process failures and accountability questions, potentially impacting valuation, customer churn, and brand perception. The stock remains sensitive to regulatory headwinds in Australia, making Optus' turnaround crucial for the broader growth story. Key watch items include updates on the STT GDC deal, Nxera, and ongoing dividend policy and buyback cadence as analysts refine targets.
Singapore Airlines Stock (SGX: C6L) Update: Dividend Support Amid Air India Drag, 2026 Outlook
December 25, 2025, 1:46 AM EST. Singapore Airlines Ltd. (SGX: C6L) enters year-end with a familiar tug-of-war: dividend support for shareholders despite Air India drag. November 2025 traffic data show resilience: passenger traffic +2.6% YoY, capacity +2.2%, load factor 87.3%; cargo +12.4%. In H1 FY2025/26, revenue reached S$9.675b and operating profit S$802.9m, but net profit fell sharply as non-operating items and associate losses weighed on the bottom line. With markets closed on Christmas, investors focus on pricing power, cost control, and yield dynamics. Analysts map 2026 around continued capital returns and improving associate contributions, but the stock remains sensitive to Air India performance and the broader pricing environment.
Genting Singapore Stock Outlook: RWS 2.0 Progress, Credit Ratings Shifts, and Analyst Targets (Dec 25, 2025)
December 25, 2025, 1:45 AM EST. Genting Singapore Limited (G13) heads into year-end with a question: can the RWS 2.0 overhaul deliver durable growth without stressing the balance sheet? As of Dec 24, 2025, the stock traded around S$0.725, signaling risk and optionality. Three threads shape the narrative: (1) RWS 2.0 is being delivered in phases, with 2025 additions like Illumination's Minion Land, the Oceanarium, the WEAVE precinct, and the Laurus hotel; (2) credit headwinds weigh on sentiment after Moody's cut to Baa1 and S&P turning negative on the Genting group; (3) analysts are broadly constructive but debate pace and margin impact. Roughly S$5 billion more funding needed; Morgan Stanley flags the upcoming capex wave.
Singapore Stock Market Today (Dec 25, 2025): SGX Closed for Christmas as STI Holds Near Highs; 2026 Outlook Turns Constructive
December 25, 2025, 1:31 AM EST. Singapore's market is closed for Christmas today, with no SGX trading as traders digest the STI action from Christmas Eve and eye a more constructive 2026 outlook. In the last session before the break, the STI slipped 0.06% to 4,636.34, while the iEdge Next 50 rose 0.1%. Market breadth was positive: 235 gainers vs 167 decliners, with volume around 477.8 million shares and turnover near S$496.3 million. Notable movers included Frasers Logistics & Commercial Trust (top gainer) and ST Engineering (largest decliner). Genting Singapore traded most, about 20.8 million shares. Banks were mixed: UOB up 0.1%, OCBC down 0.6%, DBS down 0.1%. Inflation data remained steady (core 1.2%, headline 1.2%), supporting a Friday session rebound and shaping 2026 forecasts for Singapore equities, as strategists publish more detailed roadmaps.
MDP:CA Stock Signals: AI-Generated Ratings and Trading Plans for Medexus Pharmaceuticals
December 25, 2025, 1:30 AM EST. AI-generated signals for MDP:CA (Medexus Pharmaceuticals Inc.) update trading cues as of December 25, 2025. The plan shows a BUY near 2.35 with target 2.91 and stop loss 2.34; and a SHORT near 2.91 with target 2.35 and stop loss 2.92. Ratings posted: Near = Weak, Mid = Neutral, Long = Neutral. The update notes that AI-generated signals are available here and stresses monitoring the timestamp amid mixed horizon views.
DBS Group near S$56 as dividends, buybacks, and RMB clearing bank move shape 2026 outlook
December 25, 2025, 1:29 AM EST. DBS Group Holdings Ltd (SGX:D05) closed 24 Dec near S$56, keeping year-end momentum intact as investors weigh three drivers: shareholder returns (dividends + buybacks), potential NIM pressure into 2026, and strategic expansion after being named a renminbi clearing bank in Singapore. The stock has risen more than 25% YTD, trading near its 52-week high around S$56.35. In 2025, DBS paid a mix of dividends and capital returns (e.g., 60c interim + 15c capital return in Q3) and outlined multi-year buyback plans alongside continued distributions, underpinning upgrades from analysts. The bank's ongoing strategy centers on funding excess capital while expanding its regional franchise. Note: SGX was closed 25 Dec for Christmas, with 24 Dec typically a shortened session.
Monetizers vs Manufacturers: How the AI Market Could Splinter in 2026
December 25, 2025, 1:13 AM EST. Investors have piled into AI names, but a 2026 split appears likely: private AI startups, listed AI spenders, and AI infrastructure firms. The late-2025 volatility – amid deals, debt, and high valuations – could foreshadow how differentiation will unfold as investors focus on who profits from AI. Blue Whale Growth Fund uses free cash flow yield to gauge valuations and cautions against chasing AI spenders, preferring beneficiaries of AI investment. Big Tech buyers (Amazon, Microsoft, Meta) are funding infrastructure players like Nvidia and Broadcom, while OpenAI and Anthropic attract heavy VC funding (about $176.5B in 2025's first three quarters). The Magnificent 7 trade at rich premiums on AI bets, but the real risk lies with firms securing AI spending rather than delivering AI services.
Macquarie Group (ASX: MQG) Faces A$35m ASIC Penalty Amid Asset-Management Divestment and December Outlook
December 25, 2025, 1:12 AM EST. Macquarie Group Ltd (ASX: MQG) ends 2025 amid two key developments: a regulatory settlement tied to long-running short-sale reporting failures and the completion of a major asset-management divestment that sharpens Macquarie Asset Management's focus on private markets. With ASX trading paused for Christmas on Dec 25-26, the last meaningful price discovery was Dec 24 around a ~A$205 share price and a 52-week range of A$160-A$243. ASIC seeks a A$35 million civil penalty against Macquarie Securities (Australia) for reporting deficiencies estimated at up to 1.5 billion short sales over ~15 years; 73 million short sales went unreported between 2009 and 2024. Analysts say the penalty, while material for governance perception, is unlikely to derail the investment case given fundamentals and capital position. Focus remains on margins, credit quality, and macro conditions.
The 2025 IPO Comeback Tour: What Fueled the Rebound and What Comes Next
December 25, 2025, 12:56 AM EST. Motley Fool Money hosts Emily Flippen, Jason Hall, and Sanmeet Dao break down the 2025 IPO comeback. They argue the window reopened because a bull market, falling interest rates, and a resilient economy kept demand high, with rich valuations inviting more issuances. They cite Q3 2025 as the biggest capital-raising quarter since 2021 and first-half IPOs up >75% versus 2024. The dialogue explores which 2025 listings could become Rule Breakers and what investors should monitor for 2026, including whether IPO enthusiasm can endure amid volatility. SpaceX is treated as the exception; the discussion emphasizes a broader post-pandemic normalization of markets rather than a one-off surge.
Rigaku Holdings (TSE:268A) Ex-Dividend Ahead; Dividend Looks Sustainable
December 25, 2025, 12:55 AM EST. Rigaku Holdings (TSE:268A) is about to trade ex-dividend in 3 days, with the ex-dividend date on Dec 29 and the dividend of JP¥9.40 per share payable on Mar 13. Last year's total distribution was JP¥18.80, yielding about 1.6% on the JP¥1,200 share price. The payout ratio of 32% of profit and, last year, 73% of free cash flow was paid out. The dividend is covered by profits and cash flow, a positive sign for safety. The company has delivered strong earnings growth-around 58% per year over the past three years-but has only recently initiated a dividend, so a longer track record would help assess reliability.
Sensex, Nifty Dip on Weak Close; Market Breadth Negative with Caution Across Markets
December 25, 2025, 12:40 AM EST. Equity benchmarks closed lower after selling pressure at higher levels. The Sensex dropped by 116.14 points to 85,408.70, while the Nifty 50 slid 35.05 points to 26,142.10. Market breadth turned negative, with 1,693 advances versus 2,154 declines and 118 unchanged, underscoring a cautious tone across broader markets.
Source Energy Services Stock Down 1.9%: Key Metrics and Earnings Snapshot
December 25, 2025, 12:39 AM EST. Source Energy Services Ltd. (TSE: SHLE) fell 1.9% to a session low of C$14.98 and closed near C$15.26, with about 13,865 shares traded-below the 33,138 average. Liquidity shows a quick ratio 0.22 and current ratio 0.61, with a debt-to-equity of 126.37. Market cap ~C$200 million, P/E 8.62 and beta 1.78. The 50-day and 200-day MA are C$12.64 and C$13.23. In the latest quarter, EPS was -C$0.46 on revenue of C$125.32 million, with a net margin of 24.84% and a ROE of 95.63%. Analysts expect ~C$3.23 EPS for the year. The company is a Canada-based supplier of Northern White frac sand with Wisconsin mines, Western Canadian terminals, and Sahara, its mobile storage system.
Conagra Brands: DCF Signals Major Undervaluation Despite a 38% Year-to-Date Slide
December 25, 2025, 12:31 AM EST. Conagra Brands has tumbled to about $17, leaving it down roughly 38% year to date as demand shifts and pricing power concerns weigh on sentiment. Yet the stock shows potential upside in our framework, scoring 4/6 on valuation. A two-stage Discounted Cash Flow (DCF) model, using Free Cash Flow of about $897 million and a forecast path to roughly $1.28 billion by 2029, yields an intrinsic value near $75.34 per share-about a 77% discount to the current price. This gap highlights why the stock could be undervalued despite near-term headwinds. For mature consumer brands, the price-to-sales multiple can be a sensible proxy when earnings are noisy.
Conagra After a 38% Slide: Is the Stock Undervalued on a DCF Basis?
December 25, 2025, 12:30 AM EST. Conagra Brands has fallen about 38.3% YTD to around $17.08, sparking debate whether it's a beaten-down staple stock or a bargain. The setup factors in weakening packaged-food demand, shifting consumer tastes, and pricing power concerns, alongside portfolio simplification and brand investments aimed at steadier long-run growth. Using a Discounted Cash Flow (DCF) framework, Simply Wall St estimates a current intrinsic value of about $75.34 per share, implying the stock trades at a roughly 77% discount to fair value and is undervalued. The model rests on ~$897M of trailing free cash flow and forecasts around $1.28B by 2029. Beyond DCF, a price-to-sales lens provides another reference point for a mature consumer-name. Bottom line: investors should weigh cash-flow strength against growth headwinds to judge the upside risk/reward.
Christmas 2025: Indian stock markets closed; BSE/NSE holiday details
December 25, 2025, 12:29 AM EST. India's BSE and NSE will be shut on December 25, 2025 for Christmas, with normal trading resuming on December 26, 2025. The MCX will also remain closed for both sessions. This marks the final market holiday of the year, part of a 14-date calendar. Banks, per the RBI schedule, are closed nationwide on Christmas. Globally, US markets also close early on Christmas Eve and stay closed on Christmas Day, with the next closure set for January 1, 2026.
Indian stock markets closed for Christmas 2025; BSE and NSE observe trading holiday
December 25, 2025, 12:28 AM EST. On Dec 25, 2025, the Indian stock markets are closed for Christmas. The official calendars show the BSE and NSE observing a trading holiday on Christmas, with normal operations resuming on Dec 26, 2025. This is the year's final market holiday. The MCX is also closed for both morning and evening sessions. Banks across many states are closed per the RBI calendar. Globally, US markets were closed on Christmas Day as well. The year has totaled 14 trading holidays according to the calendar.
Middle East IPOs Fall by a Third as Post-Pandemic Boom Fades
December 25, 2025, 12:27 AM EST. Equity activity in the Middle East cooled sharply, with IPOs down roughly one-third from the post-pandemic peak. The slowdown reflects tighter liquidity and growing market volatility as investors reassess valuations and risk. Across the region, listings face delays or pauses, with pipelines strained even as reforms and diversification efforts continue. Despite interest in strategic sectors like energy, logistics and tech, underwriters report softer demand and higher pricing hurdles. The trend raises questions about the durability of the post-pandemic boom, the pace of market liberalization, and how funds navigate a more cautious IPO environment in 2025.
GRN:CA Stock Analysis and AI Signals – Greenlane Renewables (Dec 25, 2025)
December 25, 2025, 12:25 AM EST. Today's update covers GRN:CA (Greenlane Renewables Inc.) with AI-generated trading signals and a concise rating snapshot. The plan presents both a long setup and a short setup: buy near 0.20 CAD, with a target 0.27 CAD and a stop loss at 0.20 CAD; and short near 0.27 CAD, with a target 0.20 CAD and a stop loss at 0.27 CAD. The report references AI-generated signals for GRN:CA and shows current ratings: Near-Weak, Mid-Weak, Long-Strong. Traders should verify the timestamp and review the chart for GRN:CA before acting.
GRN:CA Stock Analysis and AI Signals – Greenlane Renewables December 25, 2025
December 25, 2025, 12:24 AM EST. AI-generated signals for Greenlane Renewables Inc. (GRN:CA) show a split view as of December 25, 2025. Near-term plan suggests a buy near 0.20 with a target 0.27 and a stop loss 0.20; a concurrent short near 0.27 targets a 0.20 with a stop 0.27. The AI rating structure translates to Near: Weak, Mid: Weak, and Long: Strong for GRN:CA. Traders are advised to check the updated AI signals, as timestamped data indicates ongoing updates. Chart access is available. Overall, a cautious setup with potential upside on a break above 0.27 and volatility risk on declines below 0.20.
