NVIDIA is the premier AI semiconductor holding, delivering superior risk-adjusted returns and a robust alpha that justifies its premium valuation. NVDA's dominance is underpinned by its high R-squared (0.72), strong revenue elasticity, and lower sensitivity to sector and macro headwinds versus AMD. AMD offers high convexity and asymmetric upside, trading at a discount (P/S 10.75x) and presenting a contrarian opportunity for risk-tolerant investors.
B2Gold is rated a Strong Buy, trading at a distressed valuation despite gold prices near all-time highs and significant growth projects underway. BTG is actively taking steps to reduce its dependence on Mali, with Goose Mine in Canada ramping up and set to become a major cash flow driver from 2026 onward. The company maintains strong financials and a robust pipeline of projects, with significant organic and acquisition-driven expansion potential, with Goose potentially being just the start in Canada.
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| Diversified Telecommunication Services Industry | Communication Services Sector | Mr. Sigve Brekke CEO | OTC PINK Exchange | THB231010018 ISIN |
| TH Country | 11,783 Employees | - Last Dividend | 19 Apr 2016 Last Split | - IPO Date |
True Corporation Public Company Limited is a major player in the telecommunications and diversified communications industries in Thailand. Formerly known as TelecomAsia Corporation Public Company Limited, the company underwent a rebranding to its current name in April 2004. Established in 1990 and headquartered in Bangkok, Thailand, True Corporation offers a wide range of services through its subsidiaries, crossing into various segments of communication and entertainment. The company is well-recognized for its offerings in mobile and broadband services, digital platforms, content and media, and more comprehensive business solutions. True Corporation's diverse operations include entertainment, program production, digital media services, and sporting activities management, making it a comprehensive provider in the telecommunications domain.
True Corporation Public Company Limited offers a variety of products and services, divided across different segments: