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Point Hope Releases Research on AI Adoption and the Durability of Incumbent Businesses
The research addresses two dominant concerns currently shaping investor sentiment. The first is whether AI will disrupt incumbent businesses, particularly in capital-light software sectors. The second relates to whether physical constraints — especially power generation, permitting, and grid capacity — may slow the rollout of AI infrastructure and temper expectations embedded in current market valuations.
According to the firm’s analysis, both concerns warrant careful consideration. Power generation remains capital-intensive and time-consuming, suggesting that AI deployment is likely to progress unevenly rather than in a linear fashion.
At the same time, the scale of capital investment underway is unprecedented. Large technology companies have outlined plans for an estimated US$600–700billion of AI-related capital expenditure in 2026, with a significant portion directed toward data centres, chips, servers, and supporting infrastructure. These commitments reflect their belief that AI will become a core input across the global economy.
The research argues that for equity investors, the more consequential question is not whether AI adoption will continue, but how it will reshape competitive advantage among incumbent businesses.
Recent market volatility has highlighted increasing scepticism toward established software companies, particularly those operating capital-light, subscription-based models. However, Point Hope cautions against assuming widespread displacement. Large software incumbents that possess entrenched enterprise relationships, network effects, and proprietary data, are likely to also have high switching costs for their customers, particularly in regulated or mission-critical environments.
Furthermore, the research notes that technological adoption does not necessarily imply wholesale reinvention. In many cases, AI is expected to reinforce incumbents’ competitive positions rather than undermine them.
This durability-focused perspective underpins Point Hope’s long-term equity investment approach, which emphasises resilience to disruption, cash-flow generation, and the ability to compound value across market cycles.
“We view earnings and cash-flow durability as the ultimate arbiters of value,” says Guan Zhen Tan, Chief Investment Officer of Point Hope. “That perspective encourages patience during periods when market narratives move faster than fundamentals.”
Point Hope’s research concludes that while markets will ultimately resolve these questions through earnings releases in the coming months, periods of heightened narrative-driven volatility may reward patient investors willing to prioritise fundamentals over short-term themes.
Hashtag: #PointHope
https://www.pointhopegroup.com/
https://www.linkedin.com/company/point-hope/posts/
https://x.com/AnchorGenAssets
The issuer is solely responsible for the content of this announcement.
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MET Group’s Climate Impact Report Confirms The Company’s Contribution to Profitable Decarbonisation
- In 2025, the Group increased the proportion of its CAPEX directed toward renewable energy and BESS projects to 39%. Renewable generation reached 625 GWh, supported by new solar parks in Germany and Italy, including the Group’s first Agri-PV project. MET also inaugurated one of Hungary’s largest BESS facilities at Dunamenti Power Station, supporting grid flexibility and renewable integration.
- MET Group’s average grid emission factor across its retail power markets improved from 279 to 255gCO₂e/kWh, which was primarily driven by significant portfolio growth in cleaner markets such as Spain.
- For the first time, MET Group’s greenhouse gas inventory has been subject to limited assurance by PricewaterhouseCoopers AG, Zurich.
- MET Group’s climate approach strives to achieve alignment with the EU Fit for 55 framework and integrates climate-related risk management into long-term strategic planning and investment decisions. The report outlines MET’s approach to managing both physical and transition risks, while reinforcing the role of diversified assets, flexible infrastructure, and integrated trading operations in supporting resilience across evolving energy markets.
Hashtag: #METGroup #ESG #ClimateImpactReport
https://met.com/en/
https://www.linkedin.com/company/met-group/
The issuer is solely responsible for the content of this announcement.
MET Group
MET Group is an integrated European energy company, headquartered in Switzerland, with activities and assets in natural gas, LNG, power, and renewables. MET serves customers in 24 countries through subsidiaries, and is present in 33 national energy markets as well as 51 international trading hubs. The company’s 1,400+ employees represent close to 60 nationalities. MET has extensive experience operating renewable and flexible assets, thus providing the widest possible support to energy transition. In 2025, MET Group’s consolidated sales revenue amounted to EUR 28.5 billion, with a total transacted volume of natural gas amounting to 241 BCM and total traded electricity of 160 TWh.
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SCG Showcases Green Innovations and Low-Carbon Cement at Cemtech Asia 2026, Reinforcing ASEAN Leadership and Commitment to the Net Zero Pathway
At Cemtech Asia 2026, SCG demonstrated its commitment to advancing the cement industry through tangible low-carbon cement innovations. Mr. Surachai Nimlaor, President of SCG Cement and Green Solutions, stated:
“As the region’s leader in the low-carbon cement industry, SCG is dedicated to developing breakthrough innovations that minimize resource consumption and maximize eco-friendliness. By steadily reducing carbon dioxide emissions, we directly address the evolving demands and adaptation challenges of the construction industry across ASEAN and global markets.”
Alongside showcasing its cutting-edge LC3 low-carbon cement prototype at the exhibition, SCG hosted an exclusive site visit to its Ta Luang Cement Plant in Saraburi Province for global delegates. Key highlights of the showcase and tour included:
- SCG LC3 Structural Cement: Developed from limestone, calcined clay, and specialized additives, this next-generation low-carbon cement reduces CO2 emissions by up to 30–40%. Its production process incorporates up to 40% biomass alternative fuels (such as rice husks and straw) and over 35% renewable energy. This is achieved without compromising any product performance or structural integrity, with its environmental performance independently verified through an Environmental Product Declaration (EPD).
- Rondo Heat Battery: SCG has pioneered ASEAN’s first installation of the Rondo Heat Battery at the Ta Luang Cement Plant. Developed in collaboration with Rondo Energy, this breakthrough thermal energy storage solution converts intermittent renewable power into high-temperature thermal energy, storing it at up to 1,500°C in thermal media. With an exceptional energy recovery efficiency of up to 97% and a lifespan exceeding 40 years, the system provides a continuous 24/7 supply of clean heat, supporting the decarbonization of industrial manufacturing processes.
- Refractory Solutions by The Siam Refractory Industry Co., Ltd. (SRIC): As a leading global refractory solutions provider, SRIC showcased its advanced technologies and innovative solutions designed to enhance operational efficiency, reliability, and sustainability, including:
- Anti-Hydration Brick: The world’s first Anti-Hydration brick, extending shelf life from 6 to 24 months. This breakthrough innovation helps minimize material degradation, reduce production downtime, and improve overall operational efficiency.
- Thermal Media for Heat Battery: Co-developed with Rondo Energy, these high-performance heat storage blocks deliver up to 97% thermal efficiency, enabling reliable 24-hour energy availability and supporting the transition toward cleaner industrial energy solutions.
- Solar Floating: Installed at the Ta Luang Cement Plant, this floating solar array generates 16.6 million kWh of clean electricity annually, cutting greenhouse gas emissions by over 8,000 tons of CO₂ equivalent per year. By repurposing the plant’s industrial reservoirs, the system optimizes resource efficiency and highlights SCG’s integration of green energy into heavy industry.
As co-host of Cemtech ASIA 2026, SCG reaffirmed its role as a trusted industry leader on the global stage. The event served as a major catalyst for expanding business networks and facilitating high-level technology and knowledge exchanges with world-class industry players. Moving forward, SCG is dedicated to cultivating global alliances to propel Thailand’s cement industry toward a Net Zero pathway, solidifying its position as ASEAN’s cement leader.
Watch the video:
CEMTECH ASIA 2026 | SCG Driving ASEAN’s Cement Industry Towards Net Zero
https://youtu.be/wCvSYeumGLY?si=nFle1kClP8sYR9z3
Hashtag: #SCG
The issuer is solely responsible for the content of this announcement.
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Mannings Continues “Safe Disposal of Unused Medicines Programme” for the Fourth Year Partnering with Community Organisations to Expand Network to 75 Collection Points
Free Medication Counselling Service to Prevent Misuse of Medicines and Protect Public Health
Over 15 Million Tablets Collected since Programme Launched in 2023
Philip Chiu, Chief Pharmacist of Mannings says, “From the past few years of the programme, we observed that many households accumulate significant amounts of unused medicines, including those requiring completion of the entire course, such as antibiotics or chronic disease medications. When citizens fail to follow doctors’ instructions and complete the course, it not only delays recovery but may also increase healthcare costs in the long run. This year, we would like to further promote the idea of ‘home pharmacy checks,’ reminding citizens to regularly review their medicine cabinets to avoid expired or misused medicines, and to feel more reassured in medication use. ”
For details on participating Mannings pharmacies and other designated community collection points for the “Mannings Safe Disposal of Unused Medicines Programme,” please visit https://bit.ly/3UuWGy5.
Hashtag: #Mannings #TrustedAdvisorForWellness #HealthandBeauty #SafeDisposalofUnusedMedicines #DFIRetailGroup
The issuer is solely responsible for the content of this announcement.
About Mannings
Mannings is Hong Kong’s largest health and beauty products chain store with over 320 outlets and over 60 in-store pharmacies operating in Hong Kong and Macau, providing a wide range of quality health care, personal care, skin care and baby products to customers. Our team of Community Health Professionals is available at many of our stores, offering expert advice and free consultations from registered Pharmacists, Dieticians, Beauty and Health Advisors. Mannings has been named by the Hong Kong Retail Management Association (HKRMA) as “Quality Service Retailer of the Year – Personal Care Products Category” for 15 consecutive years (2011 to 2025). Mannings has also been recognised as the “No.1 Most Preferred Brand” in online surveys conducted by global market research company Ipsos (2021-2024) and Nielsen (2025-2026) in Hong Kong for six consecutive years.
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