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The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners
Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
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