Independent equity research. Institutional insight.

Independent
Equity Research.
Built on Conviction.

Fayd Capital Group publishes non-commercial equity research and market commentary across global markets for educational purposes, with a focus on long-term value, thematic insight, and risk-aware analysis.

Latest Research

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Sector Report
From Ore to Autonomy — Humanoid & Physical AI, Part II

Part II of the Fayd Robotics Series: a layered public-market exposure framework across critical materials, precision motion control, and deployed automation — MP Materials, Moog, and Symbotic.

September 30, 2026 · 35 min read
Sector Report
Humanoid Robotics & Physical AI

Part I of the Fayd Robotics Series: humanoid robotics is moving from technical feasibility toward commercial testing, with near-term adoption centered on industrial settings.

September 28, 2026 · 30 min read
Company Report
Roper Technologies — The Margin Mix Illusion

A company-level look at Roper's 2026 de-rating: whether the 30–40% drawdown reflects a market overreaction to conservative guidance or genuine structural deceleration.

September 4, 2026 · 30 min read
Market Commentary

Essays on macro conditions, policy, market structure, and the substance behind Islamic finance.

Our Approach

A disciplined process for non-commercial, educational research: examining market expectations, testing theses, and evaluating risk through the cycle.