$Credit Suisse Group AG(CS)$ UBS offering USD 0.27 per share and it will bypass shareholders approval. All of us are losing at least 85% of our invested value. Blatant robbery on us shareholders....
$Tesla Motors(TSLA)$ Be careful, it is being pushed by rediit similar to what happened in gamestop, time to take profits as i dont think a forum can keep pushing up the top 10 highest value company in the world
$Grab Holdings(GRAB)$ DBS indicates fair value price of Grab is $2.96 based on today's release report. This means Grab is overvalued by 25%. Time to sell
$Grab Holdings(GRAB)$ On 9 January 2022, I had initated coverage of Grab when its share price was at $6.80. My fair value estimate was a $2.25-$3.00 range. A year has passed and we did see Grab's share price falling along with the US Tech bust and for a few months, the market value did trade at around my fair value range. Given that a year has passed, it is a good opportunity to update my fair value of Grab. What has Changed Grab has changed its focus from growing at all cost to one focused on profitability and margins. A few changes are: (i) Reduction in commission given to its riders (ii) Removal of low value financial transactions such as Grabpay that was enabled for use as AXS transactions in Singapore. All in all, the company expect
$Alibaba(BABA)$ BullishBullishBullish166. This is based on 40 times pe and a 10% cagr. Possibly to happen as Alibaba core operation profits is growing by 10% last year
Supporting Vietnam. Currently one of the strongest attacking line up they have in years. They put up a decent performance during world cup qualifying too
Prediction is for it to be 3,000. This is because next year US consumers will feel their wallet tightening due to higher interest. It will cause an earnings recession which pushes down share price
$Tesla Motors(TSLA)$ US consumer are going to have less expenditure which means less money to buy big ticket items, Tesla cars are very expensive in the EV market compared to other EV cars hence expect the revenue drop to be severe
$Twilio(TWLO)$ Latest results show it is on course to losing about 700 mil per year. while company forcast profitability next year, it is non gaap which excludes the dilutive effects of share based compensation which kills existing shareholders. It will not be profitable until 2026 based on trajectory
$Grab Holdings(GRAB)$ Heading lower. In the next 2-3 quarters, investors will see massive share dilution as grab has started giving out share based compensation to employees. My previous target price was $2.50 without dilution, assuming 15% dilution, expect $2.10 to be where it will go
$Grab Holdings(GRAB)$Heading lower. In the next 2-3 quarters, investors will see massive share dilution as grab has started giving out share based compensation to employees. My previous target price was $2.50 without dilution, assuming 15% dilution, expect $2.10 to be where it will go
$Twilio(TWLO)$ $Twilio(TWLO)$Latest results show it is on course to losing about 700 mil per year. while company forcast profitability next year, it is non gaap which excludes the dilutive effects of share based compensation which kills existing shareholders. It will not be profitable until 2026 based on trajectory The company has 4+ billion in short term investments and cash but is not willing to deploy it to share repurchase even at US$42 (no announcement for last night sell down). This means even the management do not think they should pull the trigger yet. This means selling is bound to go, I expect shares to be worth in the $20s range. They definitely have to increase the pricing of their services a
$Twilio(TWLO)$Latest results show it is on course to losing about 700 mil per year. while company forcast profitability next year, it is non gaap which excludes the dilutive effects of share based compensation which kills existing shareholders. It will not be profitable until 2026 based on trajectory By then, about 1 billion share based compensation would have been issued which means dilution of about 10% of shares base. Furthermore we will not know how much profits it earns in 2026 (likely 200 mil based on growth rate). A sell and I expect shares to be worth in the $20s range