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This Week at InvestKaki:
Big Hits [U.S.] 💵
Moving on, here are the news that shocked the world…
Alphabet $GOOG ( ▼ 2.48% ): Alphabet could have a new gold mine. According to DA Davidson, Alphabet could spin off its own AI chip division that could be worth US$900 billion [Read More]
Dollar Tree $DLTR ( ▼ 4.21% ): Does money grow on trees? Dollar Tree’s 3Q 2025 results exceeded expectations with more U.S. consumers searching for deals and cheaper items [Read More]
Salesforce $CRM ( ▼ 3.1% ): Salesforce has exceeded expectations. Revenue grew by 8% but profits really took off, increasing by one-third to US$2.1 billion. This is the strongest growth in 3 years [Read More]
Macy $M ( ▼ 2.02% ): Macy’s defied expectations, by turning a profit of 9 cents per share compared to market expectations of a loss of 14 cents per share. [Read More]
Delta $DAL ( ▼ 4.22% ): Delta projects that is has lost about US$200 million from the government shutdown. However, it did say that it expects a strong holiday season. [Read More]
Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.
Big Hits [Asia] 📊
Here are the news covering the Asia market…
PonyAI $PONY ( ▼ 6.2% ): Despite posting a 72% growth in revenue for 3Q 2025, investors in China’s robotaxi business are still skeptical about their prospects [Read More]
UltragreenAI: A rare IPO in the Singapore market. UltragreenAI’s share price closed at $1.52 on its first day of trading. [Read More]
Marco Polo Marine: Marco Polo Marine’s revenue growth was 0.6% lower for 2025, but profits were 170% higher from last year [Read More]
Leong Guan: Leong Guan, a noodle maker, is launching its IPO on the Singapore market to raise SG$4.8 million to expand to overseas market [Read More]
Seatrium: Seatrium is having beef with Maersk. It is entering arbitration over a US$475 million contract termination where Seatrium has completed 98% of the project [Read More]
Reports 📝
See below for our handpicked analyst reports:
Stock | Headline | Link |
|---|---|---|
Dollar Tree | Value focus driving sales for U.S. consumers | |
Salesforce | AI segments grew at triple digits | |
Ultragreenai | Global market leader and strong earnings growth | |
Frasers Property | Higher ROE due to asset recycling exercises | |
Marco Polo Marine | High visibility on future earnings |
Resharing my video on China’s 5-year plan as I think this is one of the most important investment plan for 2026.
Stock of the Week
Salesforce could be the next one up in the AI arms race.
The latest 3Q 2025 (3Q 2026 according to Salesforce financial calendar) results showed one key development investors are excited about.
Agentforce and Data 360 annual recurring revenue doubled.
Source: Salesforce 3Q 2026 Presentation
This development is important as it underscores what are its customers’ demand for its AI services moving forward.
Agentforce is an AI-powered platform that helps companies optimise their business processes.
Meanwhile, Data360 is its cloud services for data gathering and analysis.
If you think about the capabilities of AI technologies, Salesforce is best thought of as the commercialization of AI in business processes.
It has huge business potential, but companies need to be convinced about the benefits of all these AI tech through cold, hard results.
That’s where Salesforce comes in.
According to SimplyWallSt, Salesforce is deemed 30% undervalued by discounted cash flow valuation.
Source: SimplyWallSt
Hope the above is fruitful for you all..
Cheers,
James Yeo
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