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Under the Radar NASDAQ Firm SU Group Holdings (SUGP) Could Be Emerging as a Serious Contender in the Race to Modernize Global Security Infrastructure! 
Few small-cap companies offer exposure to both security engineering and manpower-driven operational services under one scalable platform. SU Group Holdings Limited (SUGP) is building more than a traditional security company — it’s developing a scalable, multi-layered security ecosystem designed for modern infrastructure and commercial environments. Operating through Shine Union and Fortune Jet, the company combines smart security engineering, access control technology, traffic and pedestrian systems, screening operations, and professional guarding services into a unified operating platform. That integrated model gives SUGP exposure to multiple high-demand security verticals at a time when businesses and governments are increasingly prioritizing advanced protection, operational monitoring, and controlled-access environments. SUGP is not simply operating in the security sector — it is positioning itself to participate in the future evolution of smart infrastructure protection. The growth narrative is supported by tangible execution. Fiscal 2025 revenue reached HK$192.4 million with continued expansion across engineering and guarding operations, while the company maintained solid liquidity with HK$62.1 million in working capital and HK$25.4 million in cash. SUGP has also continued pushing into higher-growth opportunities including AI-aided security solutions, robotics partnerships, data-center-related security infrastructure, and large-scale commercial deployments. With over 30 years of operational history, a Nasdaq listing, and participation in security markets projected to grow significantly over the next several years, SUGP is positioning itself as a potentially compelling player in the future of integrated security services. The company’s expanding contract pipeline and operational scale could position SUGP for meaningful long-term growth potential. Discover How SUGP Could Be a Hidden Gem in the Exploding Global Market for Smart Security and Operational Protection Services!
Monday's Featured News
How Berkshire’s New York Times Bet Looks TodayBy Leo Miller. Publication Date: 5/14/2026. 
Key Points
- New York Times is the latest addition to the Berkshire portfolio, showing up at the end of 2025.
- New York Times navigated the transition from print to digital media well, now having over 10 million digital subscribers.
- While there are many strong aspects to the New York Times' business, concerning signs exist as well.
- Special Report: The #1 stock to buy BEFORE the June S-1 filing

At the end of 2025, Berkshire Hathaway (NYSE: BRK.B), formerly led by the legendary Warren Buffett, made an interesting portfolio move. The company’s 13F filing revealed that it initiated a new position during the quarter, placing a $352 million bet. That stock was The New York Times (NYSE: NYT), a name many likely did not expect. Given that one of the world’s most renowned investment funds has taken a stake in the company, The New York Times is a stock worth examining. Overall, NYT has a lot going for it today, but it also carries notable risks worth considering. Understanding The New York Times’ Digital Transformation
Jon Najarian called Tesla a buy in 2014 before the stock climbed as high as 3,392%. He also called Palantir on live TV in 2020 before it surged as high as 2,000%.
Now Najarian has a new prediction centered on Elon Musk - tied to the anticipated SpaceX IPO and what he describes as a potential $44 trillion opportunity. He's sharing the specific moves he thinks investors should consider making now. See exactly what Jon Najarian is predicting about SpaceX and Musk
The New York Times' business needs little introduction; it is one of the longest-standing and most widely recognized news organizations in the world. However, it is worth understanding how the company has shifted its business in recent years. It is no secret that the traditional print newspaper industry is in structural decline. Notably, from 2021 to 2025, NYT’s print subscribers fell from 795,000 to 570,000. However, the company has been fairly successful in transitioning away from print and toward digital over the past several years. While print subscribers dropped 28% from 2021 to 2025, digital-only subscribers increased by 80%, from 6.783 million to 12.21 million. Today, digital channels are the dominant force behind NYT’s revenue. Digital subscriptions and digital advertising made up approximately two-thirds of the company’s total revenue over the last 12 months (LTM). Revenue from these streams was approximately $1.92 billion, compared with total revenue of nearly $2.9 billion. While declining, print still represents a meaningful source of sales. LTM print subscription and print advertising revenue were around $677 million, good for 23% of total sales. Other Services revenue accounted for just under 11% of LTM total sales. Here, the company licenses its intellectual property, engages in affiliate marketing, and uses excess printing capacity to support third-party distribution needs. Digital and Other Services have been notable growth drivers, offsetting the decline in print. Total Digital revenue rose 70% from 2021 to 2025, and Other Services revenue rose around 43%. This helped total revenue rise 36%. Since the end of 2021, NYT shares are up approximately 70%, moderately above the S&P 500’s 64% return over the same period. Overall, these metrics show that NYT is far from a dead company, but rather one that is evolving with a changing world. The New York Times Wins in Q1NYT’s latest earnings report was strong. Quarterly sales increased 12% year over year (YOY) to $712.2 million, solidly ahead of estimates near $700 million. Notably, adjusted earnings per share (EPS) increased much faster, rising 49% YOY to 61 cents. That was well ahead of estimates, with analysts forecasting 49 cents, and it demonstrated significant operating leverage in the business. NYT’s adjusted operating profit (AOP) margin moved up considerably, improving by 200 basis points YOY to 16.6%. The firm also lowered its diluted share count by around 0.7% YOY and holds $291.2 million worth of buyback capacity. NYT’s Q2 guidance points to continued growth and margin expansion ahead on a YOY basis. It sees total subscription revenue rising by 9% to 11%, and total advertising revenue rising by “low double digits.” Meanwhile, NYT projects that adjusted operating costs will rise by just 8% to 9%. The company notes, “We continue to expect 2026 to be another year of healthy growth in revenues and AOP, margin expansion, and strong free cash flow generation." The stock saw a meaningful 8% boost after its earnings report. Importantly, the firm’s growth is accelerating rather than tapering off. Its 12% growth last quarter was the highest since Q4 2022, and a big improvement over 7% growth in Q1 2025. Additionally, LTM free cash flow increased by a very healthy 28% YOY to $542 million. News Takes a Backseat: A Concerning IndicatorIn general, the metrics outlined above paint an encouraging picture for NYT. However, there is one key blemish on the firm’s recent history. While NYT is best known for news journalism, this is not where the company is growing. At the end of 2025, NYT’s news-only subscribers were just 1.47 million, down 24% YOY. Instead, bundled and other single-product subscriptions are driving growth. Other single products include The Athletic, Audio, Cooking, Games, and Wirecutter. Here, subscribers rose 24% YOY to 4.27 million. Bundled plans contain subscriptions to two or more products and may or may not include a news subscription. Bundles rose 19% YOY. Thus, interest in what many would consider NYT’s biggest strength, news, appears to be declining, while other products are winning customers. One reason for this may be the emergence of artificial intelligence (AI). Rather than searching for news on Google and then finding NYT, products like AI Overviews can give people information without requiring them to read an entire article. It’s worth questioning whether AI advancements could erode the company’s other product lines over time. New York Times: Berkshire Plants Its Flag in the GroundThere are many strong metrics supporting NYT’s business, which Berkshire likely identified. However, declining interest in news coverage is a crack beneath the surface. In this context, there is significant uncertainty about the stock’s outlook. Taking a bullish stance requires conviction that interest in its non-news products will remain strong over the long term, or that news interest will make a comeback. Berkshire’s investment indicates a belief that one or both of these outcomes will play out. Uncertainty shows up through the wide range of analyst price targets on NYT. Targets updated after the company’s latest report range as high as $95 and as low as $66. The average of updated targets was around $83, moderately above the MarketBeat consensus target near $81. This updated average implies upside of less than 10%. |