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."

$Grab Holdings(GRAB)$  Speeding toward profitability, powered by growth in its mobility segment, margin expansion across its business and staff cost savings post-restructuring, Grab is well-capitalized, with ample scope for multiyear growth, as user penetration remains low in its key food and ride-hailing segments, and demand is robust.

The Quarterly Census of Employment and Wages (QCEW) is not one of the data releases surveyed for consensus forecasts. Data for Q1-2023 will be released on 23 August at 10:00am local time. We care about such a lagging release because (1) March QCEW data will be used for preliminary benchmark revisions to nonfarm payrolls (NFP);( 2) we expect QCEW to point to significant downward benchmark NFP revisions when these are released in February 2024; (3) the downward revisions are likely to be concentrated in late 2022 and early 2023; and (4) we suspect the forces leading to the downward revisions have persisted in mid-2023. Our estimate of the downward NFP revision from March-December 2022 is about 500k. If we are correct that the birth-death adjustment is overstating employment growth we may see

Inflation remains well above our longer-run goal of 2 percent. Over the 12 months… Nonetheless, the process of getting inflation back down to 2 percent has a long way to go, • "We will continue to make our decisions meeting by meeting, based on the totality of incoming data and their implications for the outlook for economic activity and inflation as well as the balance of risks." • the overall resilience of the economy, the fact that we've been able to achieve disinflation so far without any meaningful negative impact on the labor market, the strength of the economy overall, that's a good thing • we're going to do in September, we're going to look at two additional job reports, two additional CPI reports, lots of activity data, and that's what we're going to look at and we're going to mak

Technology firm Sea Ltd (SE.N) missed estimates for second-quarter revenue on Tuesday, as consumers held back spending on Internet and discretionary services, sending its U.S.-listed shares down 12% in trading before the bell. Tepid spending amid a challenging macroeconomic outlook pressured Sea's e-commerce business Shopee and caused a steep decline in its mobile gaming business. After a meteoric run in 2020 and part of 2021, with multiple quarters of triple-digital revenue increases, Sea's growth tapered as the pandemic-fueled boom in e-commerce and digital entertainment waned.

$25 Palantir’s Artificial Intelligence Platform (AIP) was only launched around 10 weeks ago but appears to already be gaining traction. In fact, in his letter to shareholders, CEO Alex Karp said demand for the AIP platform “is unlike anything we have seen in the past twenty years.” The company is actively working with over 300 businesses to implement AIP. These businesses are all in pursuit of an effective and safe way to integrate the newest LLMs into their internal systems and proprietary data. And due to the growing demand, the company increased its FY23 revenue guidance to more than $2.212 billion compared to the previous $2.185 billion – $2.235 billion range. Consensus had that figure at $2.212 billion. For Q3, Palantir guided above the Street as well, calling for revenue between $553

Chinese equities will continue to rise in the long term The Chinese economy reported deflation (negative inflation) recently, scaring some while putting a smile on other faces. As the Asia powerhouse sees its consumption decline, the government may see rising pressure to step in and increase its stimulus initiatives, which are a significant catalyst for consumer-dependent companies like Alibaba. Other China consumer companies like JD.com NASDAQ: JD have followed a similar price action pattern to that of Alibaba, a stratospheric rise during 2020-2021 followed by more than 60% declines to keep prices compressed at today's levels. Markets are typically forward-looking, and investors have a chance to potentially scoop up cheap Alibaba shares before markets realize just how undervalued this co

As more bearish speculators now step aside, oil prices should continue trending higher for as long as there are no major demand worries. So, a move up to $85 looks increasingly likely from here. The Energy Information Administration reported U.S. crude inventories rose by 5.9M barrels in the week ended August 4, but gasoline inventories tumbled by 2.7M barrels and stocks of distillates, which include heating oil and diesel fuel, fell 1.7M barrels. Stockpiles at the key storage hub of Cushing, Oklahoma, have declined for five of the past six weeks. The U.S. drawdowns helped ease some demand concerns after Chinese data this week showed July crude oil imports plunged 18.8% from the previous month to their lowest daily rate since January. WTI's push past the previous April high means traders w