$Apple(AAPL)$   At the recent WWDC, Apple introduced Apple Intelligence, a personal intelligence system that combines generative models with users' personal context. This announcement has generated significant optimism about its potential. The upcoming AI-enabled iPhone 16 is expected to boost device sales in the coming quarters.

$Sea Ltd(SE)$   Sea Limited is an appealing investment due to its three fast-growing operating segments. The digital entertainment segment, known as "Garena," consistently generates positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Garena's major driver is Free Fire, one of the world's most popular mobile games. In the first quarter, Garena boasted nearly 595 million quarterly active users, with 8.2% of them paying to play, a rate significantly higher than the industry average for mobile gaming. Sea's second rapidly growing segment is SeaMoney, its digital financial services arm. Many countries where Sea operates are chronically underbanked, with limited access to basic financial services for businesses an

$ComfortDelGro(C52.SI)$   ComfortDelGro's earnings per share have been soaring, with growth rates sky high. This level of EPS growth does wonders for attracting investment, and the large insider investment in the company is just the cherry on top. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. So at the surface level, ComfortDelGro is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies

$SingPost(S08.SI)$  Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 76%. The primary driver behind last 12 months revenue was the Logistics segment contributing a total revenue of S$1.17b (69% of total revenue). Notably, cost of sales worth S$1.40b amounted to 83% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to S$112.0m (52% of total expenses).  Looking ahead, revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Logistics industry in Asia.

$Zoom(ZM)$  For fiscal year 2023, Zoom earned $4.4 billion in revenues. This barely budged to $4.5 billion for fiscal year 2024, and analysts see it only ticking up to $4.6 billion for fiscal year 2025. Needless to say, it’s not really appealing to see a technology company growing its revenues slower than the inflation rate. Some bulls point to Zoom’s AI Companion as a key offering that can get its growth story rolling again. But investors shouldn’t give Zoom’s AI efforts the benefit of the doubt until there is concrete proof that the company is regaining market share and growing its addressable market.

$NIO Inc.(NIO)$   NIO's vehicle margin may hit double digits in 2Q after rising 9.2% in 1Q, say Deutsche Bank analysts after a recent conversation with the automaker's management team. They note that NIO doesn't want to over promise if the vehicle margin can hit 15%. The 2Q vehicle margin will depend on cost control along its supply chain and promotion expenses, NIO tells DB

$SingPost(S08.SI)$  Singapore Post(SingPost): The subsidiary of Chinese e-commerce giant Alibaba Group, Alibaba Investment, sold 72.5 million shares in SingPost for S$33.3 million on Friday. The shares were transacted at about S$0.46 apiece. The e-commerce giant previously held approximately 327.6 million shares, as indicated in a filing on the Singapore Exchange. Shares of SingPost closed 1.02 per cent or S$0.005 lower at S$0.485, before the announcement. 

Happy women’s day!

Happy new year! @juju @gugu @jayc @ddddddddd @ONEEE

$SingPost(S08.SI)$  Singapore Post, or SingPost, is Singapore’s sole postal service provider. Like Singtel, the group has also announced a strategic review to assess its various businesses and to try to enhance shareholder returns by ensuring that the group is “appropriately valued”. The strategic review is being finalised and could be announced together with SingPost’s fiscal 2024 earnings for the year ending 31 March 2024. The group is not sitting still, though. It recently expanded its integrated logistics network with the acquisition of Australian company Border Express for A$210 million. SingPost is also executing strategies to transform into a global logistics enterprise. It is eyeing more acquisitions and the potential divestment of

$Alibaba(BABA)$  

$FuelCell(FCEL)$  Last Friday, President Joe Biden announced the locations of seven regional hydrogen hubs that will receive $7 billion from the government as part of the bipartisan infrastructure law. The infrastructure bill passed by Congress in 2021 allocated up to $7B to launch the Regional Clean Hydrogen Hubs program, which will help fund 6-10 regional clean hydrogen hubs across the country. The hubs are part of Biden’s ambitious climate goals wherein he has pledged to cut the country’s greenhouse gas emissions by 50%-52% below its 2005 emissions levels by 2030. The hubs will produce hydrogen powered by renewables, natural gas and nuclear energy.

$JFrog Ltd(FROG)$  JFrog Ltd provides an end-to-end, hybrid, universal DevOps Platform to achieve Continuous Software Release Management (CSRM). The CSRM platform enables organizations to continuously deliver software updates across any system

Billionaire investor Bill Ackman said he covered his short bet on US Treasuries, noting “there is too much risk in the world to remain short bonds at current long-term rates.”, reason being the economy is slowing faster than recent data suggests. Is this the time to buy treasuries? DYODD!

Many companies such as Pfizer and Amgen are developing weight loss drugs, as Barclays has predicted a $100 billion global market for obesity drugs by 2030. Females of ages 18-34 are the target customers of weight loss products. In a separate note,  The sugar industry is an example of a weight-losing industry. Weight-gaining industries are industries whose raw materials are lighter but finished products are heavier and bulky. They tend to locate near markets.

In the wake of the Hamas attack on Israel, gold prices have shot up.  Expansion of oil revenues enhances gold prices. As oil and gold prices move in tandem, recent escalating conflicts will cause oil and gold prices to surge due to increase haven demand.

$Alphabet(GOOGL)$ beats Q3 earnings but cloud business false short

$NIO Inc.(NIO)$  Chinese electric vehicle maker Nio Inc launched its first mobile phone on Thursday, in hopes that better software and connectivity will boost the appeal of its EV cars amid a fierce price war in China.

$SINGAPORE POST LIMITED(S08.SI)$  The coming postage-rate increase by Singapore Post will likely help the company plug its widening postal losses, the analyst says. Also, its FY 2024 earnings recovery should be anchored by its international business, which is enjoying tailwinds from China's border reopening, the analyst says. In addition, Singapore Post seems to have lots of non-core assets ripe for value unlocking, such as its property portfolio

On $Apple(AAPL)$ most recent earnings call, CEO Tim Cook acknowledged the Messi-related bump for Apple TV+. "We're focused on original content, as you know, with TV+," Cook said in response to a question about the impact of MLS on Apple TV+. "And sport is a part of that because sport is the ultimate original story. And for MLS, we're -- we could not be happier with how the partnership is going. It's clearly in the early days, but we are beating our expectations in terms of subscribers, and the fact that Messi went to Inter Miami helped us out there a bit. And so we're very excited about it."