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18 Aug 2026
Industrials
Modine Manufacturing — Thermal Management for the Data Centre Era
A deep dive into Modine's 80/20 transformation, the Performance Technologies spin-off with Gentherm, and the Data Centers and Commercial HVAC growth engines, with valuation against thermal and data-centre cooling peers.
Conclusion: Buy.MOD15 pagesBuy30 Jul 2026
Energy
GE Vernova — Powering the Electrification Supercycle
A full review of GE Vernova's Power, Electrification, and Wind segments, its record backlog and recurring service base, valuation versus industrial peers, and the risks around AI-driven demand.
Conclusion: Hold.GEV13 pagesHold
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