Communication Services

Weibo runs one of China’s best-known public social media platforms, with advertising as its main engine. Recent results show steadier revenue, strong margins, and improved earnings, making it a notable case of profitability and platform relevance despite slower growth.

Meitu has shifted from ad-heavy photo apps toward paid AI imaging services, and that transition is showing up in stronger revenue, higher profits, and a cleaner balance sheet. The key appeal is a business model that looks more recurring and scalable than it used to be.

ITV combines U.K. broadcasting, ITVX streaming, and a global production arm through ITV Studios. The appeal in the long-term picture is not rapid growth but solid cash generation, modest leverage, and a business mix that is broader than traditional TV alone.

Rightmove runs the leading U.K. online property portal, earning recurring revenue from agents, developers, and commercial listings. Its standout feature is exceptional profitability paired with a net-cash balance sheet and durable market leadership.

QMMM Holdings operates in advertising and marketing services, a sector with lasting demand and digital expansion potential. Its balance sheet is lightly levered, but the key question is whether future execution can catch up with a stock market valuation that has run far ahead of the business.