Find research, discussions, posts, companies, and topics.

Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.

19Results19Tickers
Reset
Selected tags
IndustrialsTurnaroundCHINAGRID
Clear tags
Refine results

Latest indexed results

Showing public results only.

Save search
ArticlefinanceAIFU

AIFU: China insurance broker reset meets a tea-inventory control turn

AIFU still has a large China insurance distribution platform, with 42,170 registered agents and 313 sales outlets, but the 2025 Form 20-F shows a severe revenue and asset-quality reset before a 2026 acquisition added dark tea inventory, heavy share issuance and more governance questions.

May 15, 2026public
Open
ArticlefinanceAGCO

AGCO: the tractor cycle is weak, but precision ag gives it an escape hatch

AGCO is a global farm-equipment maker with Fendt, Massey Ferguson, PTx and Valtra, but the current thesis is a cycle and execution test: FY2025 sales fell 13.5%, Q1 2026 sales rebounded 14.3%, Europe carried segment profit, and PTx precision agriculture must prove it can offset weak equipment demand, tariffs and dealer-inventory risk.

May 14, 2026public
Open
ArticlefinanceACB

Aurora Cannabis (ACB): the medical-cannabis turnaround trying to outrun dilution

Aurora is trying to leave the worst cannabis-stock habits behind: Q3 FY2026 medical cannabis revenue set a record, management is exiting weaker Canadian consumer lanes, and the balance sheet has cash. The catch is that IFRS losses, Bevo restructuring, internal-control weaknesses, and an open ATM keep the turnaround on probation.

May 13, 2026public
Open