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Sensus Capital Research

Global research of the best risk-reward opportunities I can find, with a focus on technology, digital infrastructure, and businesses the market is mispricing.

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Substack
PricingFreemiumPublishesWeekly
Issues43Foundeda year agoLast Issue5 days ago
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Latest Issues

V.F. Corporation: Clearing the bar with ease

Continued strength and improvement in the business, paired with the management’s increasing confidence into the visibility of what is to come. Price target revised.

V.F. Corporation (NYSE:VFC) released Q2 2027 results (quarter ending Septe...

5 days ago
12
3
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ETISALAT: Resilient performance despite regional conflict

Q3 2026 largely in-line results with revised guidance on the EBITDA margin front paired together with more cash on hand enabling higher degree of optionality.

Emirates Telecommunications Group (ADX:ETISALAT) delivered strong, in-line resul...

9 days ago
13

Pre-Earnings Guide: Etisalat and VF Corporation

Thesis recap, watching points, and where our estimates sit vs. the street.

Earnings season has started and we are getting ready to hear some updates on the names we have covered in the past.

13 days ago
13

Initiation Report: The Only Retailer We Are Betting On

In terms of stock price performance, 2026 has not treated all sectors equally. While the AI hardware trade has been driving full speed ahead, other sectors got rotated out of.

First it was Software, then towards the end of H1, the market...

a month ago
22

LSI Industries: Display Strength, Integration Growing Pains

LSI Industries (LYTS) reported Q4 2026 earnings on 20 August 2026 that beat our estimates on the top-line, but missed on the margin front. This quarter exposed several integration challenges at Royston which warrant increased caution. Royst...

2 months ago
13

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