$Overseas Edu(RQ1.SI)$ if AI is really playing a role in the future job market, what does school or education system need to react and prove themselves that they are still relevant in propelling the civilisation of mankind?
$ValueMax(T6I.SI)$ moneymax pb ratio is 2x while people justifying it for higher ROE. Brother, be careful of their 76% debt ratio... valuemax is just having 50+%. Margin of safety man.
12% yield a year? How sustainable is the underlying biz to give such a rate?
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If we see from the competition, there is no competition for Pop Mart but many competitors to Mixue. No competition mean the owner should not do stupid things when manage while the other could be killed by competition. It will be good to ask what won’t change in the next 5 years. Will people continue their habits of buying toys or buying drinks?
I will think market will rebound once they get used to the way how Trump wish to interfere the economy with his quick executive orders. His focus is good to reduce the US debts and move fast with efficiency and effectiveness. Market will sooner or later realised that his MAGA will prove to be something to be remembered in History to reverse the decline of overall US productivity, temporarily though.