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Scienture Holdings (SCNX) Investment Analysis: FDA-approved ‘Arbli’ begins commercialization; PBM/GPO expansion accelerates coverage — capital strategy reset after ELOC termination※ Scienture Holdings (SCNX) is a specialty-pharma holding company. Arbli (losartan oral suspension 10 mg/mL) received FDA approval and began U.S. commercial sales in Oct-2025, while access is expanding via PBM-led GPO ..

Gold, After Hitting Record Highs, Plunges for the First Time in 12 Years※ International gold prices, which had surged nearly 60% this year and kept setting record highs, just posted their largest drop in 12 years.As the dollar strengthened and U.S. corporate earnings beat expectations, investors rotated out of the safe haven (gold) into risk assets, accelerating profit-taking.This correction ref..

Trump Announces Full Suspension of U.S. Aid to Colombia — “No Funding for a Government that Neglects the Drug Industry”※ U.S. President Donald Trump publicly declared an immediate halt to all U.S. financial support for Colombia. With strong criticism that the Colombian government and its president bear responsibility for condoning or encouraging the drug problem, Trump said, “The United States w..

“From Owner Retirement to Third-Party Succession” Surges… Survival Strategy of 20–30-Year Manufacturers Is Changing※ Aging owners of SMEs/mid-caps, heavier inheritance-tax burdens, and successor gaps are accelerating “succession-type deals” in which equity is transferred to third parties instead of to family members.Long-established 20–30-year manufacturers are flocking to listings and sales; bu..

One in Five KOSPI Companies Have “Bad Stock” Traits — Low Free Float Raises Governance and Investment Risk※ 22% of KOSPI-listed firms have a free-float ratio below 35%, a level that would trigger delisting in Japan’s prime market.Low-float stocks allow dominant shareholders to maintain control while benefiting from public listing status.Foreign investors and global index providers exclude or und..

“Let’s Build a Russia–U.S. Undersea Tunnel Together” — Putin Aide Proposes Joint Project to Elon Musk… Trump: “An Interesting Idea”※ Kirill Dmitriev, head of Russia’s sovereign wealth fund RDIF and a presidential special envoy, publicly proposed to Elon Musk (Tesla CEO) a Russia–United States undersea tunnel jointly built. He claims a traditional approach would cost over $65B, but leveraging The..

“AI Fixed Demand Is Breaking the Memory Cycle” — Simultaneous Tightness in HBM, DDR5, NAND, and HDD Signals the Start of a Structural Super-Cycle※ The global memory value chain is rapidly pivoting to HBM and DDR5, pushing the market into an unusual phase where DRAM, NAND, and even HDD are all tight at once.With long-term direct contracts (LTAs) expanding among AI datacenter players (Big Tech & c..

As KOSPI Hits Record Highs, Retail Investors Rotate Into Gold & Silver ETFs※ While the Korean stock market keeps printing fresh all-time highs, retail investors are selling KOSPI and buying gold and silver ETFs. A mix of short-term rally fatigue, the U.S. Fed’s rate-cut cycle resumption, and signals of quantitative tightening (QT) ending are boosting demand for safe havens. 😅 Even as the domest..

MODV Stock Analysis: Factors Driving Price and Investment Outlook※ ModivCare Inc. (MODV) plays a key role in the healthcare and non-emergency medical transportation (NEMT) sector. This blog analyzes the key factors driving the rise and fall of MODV stock prices and provides technical insights and investment strategies. 😅 Overview1. Company Information and Key DataCompany Name: ModivCare Inc. (T..

U.S. CPRX (Catalyst Pharmaceuticals, Inc.) Stock Analysis: Growth Potential and Risks in the Rare Disease Market※ Catalyst Pharmaceuticals, Inc. (NASDAQ: CPRX) is a U.S.-based pharmaceutical company specializing in the development and commercialization of treatments for rare diseases. Notably, the company focuses on offering innovative drugs to patients with few treatment options and has gained ..