SirBahamut
SirBahamut
Profile:巴哈姆特 | Tech and REIT specialist
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Nvidia’s GTC Event Day 1…. nothing exciting lei :(

Nvidia's GTC Technology Conference (GTC 2024) kicked off yesterday, highlighted by a keynote from Jensen Hwang spanning roughly two hours. With over 300,000 registrations (including online) and 10,000 attendees in the audience, this highly anticipated event rivaled the excitement of a Taylor Swift concert in Singapore! Ironically, Jensen Hwang began his address with a humorous remark, quipping, "Today is not a concert," despite his rock star appearance in a leather jacket. In the keynote speech, Nvidia unveiled its next-generation Blackwell accelerated GPU computing architecture and the upcoming B200 chipset, specifically tailored for AI and data-center acceleration purposes. However, aside from the debut of the Blackwell chip (which is already widely anticipated), there were no major reve
Nvidia’s GTC Event Day 1…. nothing exciting lei :(
Nvidia's GTC Technology Conference (GTC 2024) kicked off yesterday, highlighted by a keynote from Jensen Hwang spanning roughly two hours. With over 300,000 registrations (including online) and 10,000 attendees in the audience, this highly anticipated event rivaled the excitement of a Taylor Swift concert in Singapore! Ironically, Jensen Hwang began his address with a humorous remark, quipping, "Today is not a concert," despite his rock star appearance in a leather jacket. In the keynote speech, Nvidia unveiled its next-generation Blackwell accelerated GPU computing architecture and the upcoming B200 chipset, specifically tailored for AI and data-center acceleration purposes. However, aside from the debut of the Blackwell chip (which is already widely anticipated), there were no major reve

Brookfield is buying Optus for A$18bil from Singtel? Its too good to be true lah!

$Singtel(Z74.SI)$   Yesterday, Australian Financial Review reported that Singtel might be selling its subsidiary Optus to Brookfield. The potential deal is estimated to be worth around A$16-18 billion; and the reported news suggest the discussions are progressing well, and Brookfield might involve another company as a partner for the acquisition. Shortly after, Singtel dismissed the media reports that it is looking to offload Optus. From its announcement: “There is no impending deal to offload Optus for the said sum, as reported. Optus remains an integral and strategic part of the Singtel Group and we are committed to Australia for the long term.” A$16-18 billion valuation for Optus sounds too good to be true
Brookfield is buying Optus for A$18bil from Singtel? Its too good to be true lah!
Nvidia and AMD has been sustaining my gains in this competition!

Do not panic! Palo Alto’s loss is CrowdStrike’s gain!

$CrowdStrike Holdings, Inc.(CRWD)$  In my previous post on Tiger Broker about CrowdStrike (CRWD), CRWD’S share price was around $260. Since then, it has skyrocketed to over $310, representing a nearly 20% gain in less than two months! At one point, CRWD’s share price even hit above $330! However, cybersecurity stocks, including CRWD and ZS, took a hit recently after Palo Alto Networks (PANW) issued lower-than-expected guidance and blamed "spending fatigue" in the industry. This pessimistic outlook caused CRWD and ZS shares to plummet over 10%, while PANW itself experienced a staggering 28% drop. PANW is not the same league as CRWD! Recent guidance from Palo Alto sparked concerns about a potential downturn in the cybersecurity sector. However,
Do not panic! Palo Alto’s loss is CrowdStrike’s gain!

ISRG: Solid beat for 4Q23!

$Intuitive Surgical(ISRG)$ $Semiconductor Bull 3X Shares(SOXL)$    Intuitive Surgical (ISRG) is one of my top choices among medical device companies and is my preferred stock to gain exposure in the healthcare sector. ISRG is a pioneer in robotic-assisted minimally invasive surgery, revolutionizing the healthcare landscape. Renowned for its da Vinci Surgical System, ISRG develops and manufactures advanced surgical platforms designed to enhance precision, control, and efficiency in complex procedures across various medical specialties. 4Q23 solid beat! Following the market closure today, ISRG announced fourth-quarter revenues of 1.93 billion dollars, marking a 17% increa
ISRG: Solid beat for 4Q23!

CrowdStrike: Striking back at other cyber security stocks?

$CrowdStrike Holdings, Inc.(CRWD)$ $Nasdaq100 Bull 3X ETF(TQQQ)$    One of the sectors I favoured in 2023 was Cybersecurity, from which I gained substantial profits using passive ETF such as CIBR and investing in individual stocks such as ZS, NET, and CRWD. Currently, while CrowdStrike (“CRWD”) appears costly at first glance, its trading valuation aligns reasonably well with similar companies when considering growth factors. CRWD is quite likely to experience a significant increase over the next few years due to its growth potential and strong fundamentals. Reacceleration of Endpoint security demand CrowdStrike continues to hold a strong position among cloud-native
CrowdStrike: Striking back at other cyber security stocks?

Own house got mortgaged but Manager say duno?? | EC World’s woes continue!

Yesterday, EC World REIT announced in SGX that three of its properties have been mortgaged without the consent or knowledge of its manager. OMG! Forchn Holdings, sponsor of EC World Reit, plunged the company into turmoil by secretly mortgaging key assets to secure financial aid from the Fuyang government without informing the REIT manager. The manager of EC World Reit said in a SGX filing those three properties – Fuzhou E-Commerce, Fu Heng Warehouse and Hengde Logistics – were mortgaged to two Fuyang government-linked entities in China. These funds – approximately 268.6 million – were provided to Forchn as arranged between the Fuyang government and the sponsor. The Manager added that EC World REIT was not aware of and did not consent to the arrangements, and have formally condemned the mo
Own house got mortgaged but Manager say duno?? | EC World’s woes continue!
avatarSirBahamut
2023-12-27

Marvel: Is This Chipmaker the Next Tech Titan?

$Semiconductor Bull 3X Shares(SOXL)$  Marvell's expertise in the communications and connectivity sector positions it as a dominant force in expanding markets, such as data infrastructure, cloud services, and 5G technology. Their updated range, featuring advancements like 5G capabilities, 5/3nm chips, and specialized ASIC design for artificial intelligence, is poised to capitalize on the increasing emphasis on a data-centric economy. Marvell showcases its commitment to growth, both organically and through acquisitions, demonstrated by (i) its continuous innovation reflected in a robust portfolio boasting over 10,000 patents, and (ii) strategic acquisitions of Innovium (focused on cloud technology), Inphi (a data cente
Marvel: Is This Chipmaker the Next Tech Titan?
avatarSirBahamut
2023-12-26

Adam Khoo says he is done with China market. Should you?

$Alibaba(BABA)$  Recently Adam Khoo made a video on his YouTube channel expressing his frustration on the latest gaming restrictions released by the Chinese government on Dec 22. He also said that he has sold all his stake in Tencent during the selldown, and will eventually sell away all his China holdings. Quite surprised that Adam Khoo, the guy who preachs not to listen to headline news, was spooked by Western media into selling. He didn't even give Tencent a chance to explain itself. What are the facts? From the actual facts I gathered: - NPPA (National Press and Publication Administration) made another announcement on Dec 23 that it will listen to feedbacks from all stakeholders and improve the rules. Also to not
Adam Khoo says he is done with China market. Should you?
avatarSirBahamut
2023-09-19

Public Transport Fares Hike 7%, SBS to benefit?

$COMFORTDELGRO CORPORATION LTD(C52.SI)$  The Public Transport Council (PTC) has announced that bus and train fares will increase by 7% from December 23rd, 2023. This is lower than the 12% increase that would have been applied under the revised fare formula introduced in April 2023. The maximum permissible fare adjustment for the current review is 22.6%, which takes into account the 10.6% increase that was deferred from the 2022 fare review exercise. The increase is mainly due to rising energy costs, core inflation, and wage growth. SBS and SMRT are expected to see their annual revenue increase by S$20.9 million and S$42.4 million respectively. The Public Transport Council has required that SBS and SMRT contribute 1
Public Transport Fares Hike 7%, SBS to benefit?
avatarSirBahamut
2023-09-12

Alibaba's share price to take a hit as AliCloud leadership abruptly changes

$Alibaba(BABA)$  As per the official announcement made on 10 September 2023, Alibaba has successfully executed its planned leadership transition. Joseph Tsai has assumed the role of chairman and Eddie Wu has taken on the responsibilities of CEO and director within the company. What came as a surprise was the decision by Daniel Zhang to step down from his positions as chairman and CEO of Alibaba Cloud. Eddie has temporarily taken over these roles. Looking ahead, Daniel Zhang is poised to establish a technology-focused fund, supported by a substantial investment of USD1 billion from Alibaba. His goal is to foster a more robust ecosystem for Alibaba's technological endeavours. Abrupt management change reflects badly on
Alibaba's share price to take a hit as AliCloud leadership abruptly changes
avatarSirBahamut
2023-09-07

Shocking iPhone Ban in China: Does It Actually Matter?

$Apple(AAPL)$  Yesterday, a Wall Street Journal article hinted at the possibility that the Chinese government has imposed a ban on government officials carrying or using iPhones while at work. Consequently, Apple's faced a significant setback, plummeting by 3.6%, marking its steepest drop in a month, and this had a ripple effect on related supply chains in Korea/Taiwan/Hong Kong market this morning, likely exacerbated by overall weak market sentiment. What is the news? Reports indicated that Chinese government authorities have prohibited their employees from using iPhones and other foreign-branded devices during work hours. Employees at certain central government regulatory agencies have been directed, both in chat
Shocking iPhone Ban in China: Does It Actually Matter?
avatarSirBahamut
2023-09-06

Trip.com's Revenue Soars 180% in 2Q 2023!

$Trip.com Group Limited(TCOM)$  Trip.com's 2Q23 results exceeded expectations, with total revenue up 180% year-on-year to RMB11.2 billion! Adjusted EBITDA was RMB3.5 billion. All businesses saw strong growth, thanks to continued strong domestic travel demand and a recovery in outbound travel. Both the domestic and outbound travel segments exhibited strong growth, with revenues reaching 150% and 50% of their 2019 levels respectively. Most importantly, there is no indication of a decline in travel activity! Domestic travel exceeded 2019 level! Accommodation revenue surged 216% year-on-year to Rmb4.3 billion, surpassing 2019 figures by an impressive 26%, while transportation revenue saw a remarkable increase of 173% year-on-year to Rmb4.8 billio
Trip.com's Revenue Soars 180% in 2Q 2023!
avatarSirBahamut
2023-08-29
Congrats Tiger!
UP Fintech Reports Two-Year High 2023 Q2 Results
avatarSirBahamut
2023-08-24

Sunny Optical's Rainy Days are never ending

$SUNNY OPTICAL(02382)$  For those of you who are unfamiliar with the Company, Sunny Optical is a leading integrated optical manufacturer in China that specializes in the design, research and development, manufacture and sale of optical-related products. The Company operates its business through three main segments: Optical Components (such as lens for handset, vehicle and AR/VR), Optoelectronic Products (such as handset camera module) and Optical Instruments (such as microscope), accounting for 33%, 66% and 1% of FY22 revenue. According to the Sunny Optical, it ranks first in the global handset and vehicle lens market in terms of market share. Weak smartphone in 1H23 Sunny Optical's net profit for the 1H2023 decreased by 67.8% y-o-y to RMB 4
Sunny Optical's Rainy Days are never ending
avatarSirBahamut
2023-08-16

Sea Ltd: Market's Savage Response is Totally Justified

$Sea Ltd(SE)$  Sea Ltd (SE) share price dived 29% post-earnings. Both revenue and ESP missed consensus estimate; SE reported EPS of 54 cents on $3.1 billion in revenue, but analysts polled by FactSet were expecting sales of $3.26 billion and EPS of 65 cents.  Furthermore, Forrest Li has indicated that SE will shift away from the cost-cutting drive that it started last year, choosing instead to ramp-up investments in its e-commerce biz, which Li has guided will impact bottom line and may result in losses for Shopee / the Group. Garena continued to be weak, though some silver lining GAAP revenue saw a 2% q-o-q decline, reaching USD 529.4 million. Bookings also declined 4.2% q-o-q to USD 443.1 million. Notably, the
Sea Ltd: Market's Savage Response is Totally Justified
avatarSirBahamut
2023-08-15

ST Engineering’s strong order wins|Quick review of SirB’s mid-year portfolio performance! |

$SINGAPORE TECH ENGINEERING LTD(S63.SI)$  Hello Tigers! Firstly so sorry, Sir Bahamut was busy with his home renovation and at work, did not have time to write any articles. Quick mid-year review and 2H23 outlook I wanted to do a quick mid-year review on my portfolio as I have outlined my 2023 strategies in December 2022 here: https://ttm.financial/post/9923820740 My decision to overweight in semiconductors and Cybersecurity in my portfolio turned out to be quite profitable! I still remembered I recommended some of my good friends such as @LMSunshine  to buy AMD Nvidia and ASML towards the close of 2022. In contrast, the performance of China Tech rem
ST Engineering’s strong order wins|Quick review of SirB’s mid-year portfolio performance! |
avatarSirBahamut
2023-07-13

NDRC praised Baba Tencent and Meituan, worse is over for China Tech??

$Alibaba(BABA)$  It is uncommon for state ministries and commissions to specifically mention private companies, but on July 7, the National Development and Reform Commission (NDRC) issued a special document naming Tencent, Meituan, and Alibaba. According to the official announcement from NDRC, they conducted an in-depth study of platform enterprises in collaboration with relevant departments. The study found that Tencent, Meituan, and Alibaba have all made significant investments in technological innovation. Tencent has invested in Shanghai Fengyuan Technology Co., Ltd., a company that develops cloud computing power and artificial intelligence technologies. These investments have helped Tencent to promote the commerc
NDRC praised Baba Tencent and Meituan, worse is over for China Tech??

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