CY09
CY09
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avatarCY09
2023-03-19
$Credit Suisse Group AG(CS)$  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....
avatarCY09
2023-03-10
$Alibaba(BABA)$ profitable and generating about US20 billion in cash per year. However it's valuation has fallen by 20%
avatarCY09
2023-02-16
$Tesla Motors(TSLA)$  ‌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
avatarCY09
2023-01-30
$Grab Holdings(GRAB)$  ‌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
avatarCY09
2023-01-17
$Grab Holdings(GRAB)$  ‌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 comp
avatarCY09
2023-01-11
$Alibaba(BABA)$ 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 
avatarCY09
2022-12-20
Alphabet their pixel 7 phone seems to be successful since launch and is set to challenge the iPhone 
avatarCY09
2022-12-20
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
avatarCY09
2022-12-20
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 
avatarCY09
2022-12-20
Take vaccine to avoid getting seriously ill. Avoid going out often keep to buying e commerce goods from Alibaba to avoid catching covid 
avatarCY09
2022-12-19
Vietnam. They are the highest ranked south east Asia team in fifa
avatarCY09
2022-12-19
$Tesla Motors(TSLA)$ 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 
avatarCY09
2022-12-19
Based on probability of past data, go for a rally! RSI is also at an all time low so the odds are high 
avatarCY09
2022-11-29
Play this game and win vouchers!
avatarCY09
2022-11-23
$Alibaba(09988)$  strong cashflow generation and frequent buybacks. Worth it to invest just that everyone is negative on china tech
avatarCY09
2022-11-22
$Twilio(TWLO)$  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
avatarCY09
2022-11-10
$Grab Holdings(GRAB)$  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
avatarCY09
2022-11-06
$Grab Holdings(GRAB)$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
avatarCY09
2022-11-05
$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
avatarCY09
2022-11-04
$Twilio(TWLO)$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

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