th0mastan
th0mastan
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avatarth0mastan
2022-11-29
$Foot Locker(FL)$ Sneakers market has always attracted a huge fan base, not just for fashionistas but collectors as well.  The festives season is likely going to boost the sales leading all the way up to Christmasand new year. While the impending recession might loom over consumer spending, would think that the first few areas to cut back are f&b and unnecessary travels etc. or at least spending on cheaper sneakers. The revenue and net income growth has been healthy over the past few years while the company has also took the effort to close and open outlets in line with sales and to improve efficiency. One area to note is that the debt has also trended up in recent years. However, the spending has also allowed it to become th
avatarth0mastan
2022-09-16
The market doesn't seem to take take this acquisition positively.There's no right or wrong as to when shoulda company make acquisition, especially during this climate. The question is whether $Adobe(ADBE)$is overpaying for the deal. If premiun was not offered, the founder/ management is unlikely to give up control. On the value that this deal could bring, we can take reference to slack. $Salesforce.com(CRM)$acquired Slack and as a user, it allows company to have a full suite of software for their operational needs and it is definitely much better the conventional messenger tools such as skpe or teams. Hopefully, an ecosystem could be built uponthe softwares under its belt.
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avatarth0mastan
2022-10-27
$MasterCard(MA)$Great recovery! Still believe that payment is a necessity in our daily lives. All over the world (beyond China) $Visa(V)$and MA are dominant players which will continue to grow their business.  @Daily_Discussion (27/10) @TigerStars @CaptainTiger @MillionaireTiger  Have been eyeing these 2 companies for years and this crash finally brought them down. It could continue to dip further but I'm think it's a good supporting price.
avatarth0mastan
2022-11-12
$Tesla Motors(TSLA)$  Tesla Model Y became the best-selling car in Singapore in September 2022. It was the first month of sales of the compact SUV, which gave a great boost to further success in the country’s market. Tesla Model Y recorded another win in September, becoming the best-selling vehicle of any type in Singapore, results posted by @darenyoong/Twitter showed. The manufacturer registered 219 cars, taking first place in the ranking. Unfortunately, the data published by the Singapore Land Transport Authority Statistics do not divide by model, but only by segment. Since Tesla only sells two car models in Singapore, Model 3 and Model Y, it is not hard to figure out how many units of each were sold. @Daily_Discus
avatarth0mastan
2022-11-06
$Amazon.com(AMZN)$Now is the great time to collect fundamentally strong companies at an attractive (auspicious) price ,i.e. 88.88 which you will definitely be thankful many years down the road. During volatile time like this, stock market isignoring the economic indicators or companies' financial results and trend based on sentiment. No doubt the company is jumping on the bandwagon to freeze hiring and cut cost. There are definitely room for improvement/optimization of its processes (insider info). The question is whether it will continue to trend lower in the near term. No one would have a clear answer to it, we can manage this risk by sizing the position and enter periodically. Allowing it to compound over the yea
avatarth0mastan
2022-10-24
$Cummins(CMI)$This is industrial stock seems to be a good play, it has broken out of itconsolidation phase. While recent dip has likely flush out some of the retail investors, it is well positioned to ride on the $1 industrial plan in the US. @Daily_Discussion (24/10) @TigerStars @CaptainTiger @MillionaireTiger   
avatarth0mastan
2022-10-11
$Taiwan Semiconductor Manufacturing(TSM)$Semiconductor is definitely an essential in our daily lives and it will continue to grow in the long run.  The sector was in hype in early 2021 when supply chain issues were in rage with the strong demand. That's when I was accumulatingthe share price at $100-120. However, the recent correction and impending recession has dropped by almost half.  I will continue to accumulate shares either on a monthly or quarterly as it is a leader in semiconductor foundaries segment and it would take years for others to catch up.
avatarth0mastan
2022-11-30
$XPeng Inc.(XPEV)$ Never too wrong to take profit during volatile market like this. This pare down your risk by keep conserving capital for any dips in the future. Missing out on profit is always better than sinking into huge loss and wandering you should cut loss or tan out of funds to average down.  Always remember that market doesn't goes up in a straight line, there will definitely be opportunity to enter or other stocks to make money from.  @Daily_Discussion @TigerStars @CaptainTiger @MillionaireTiger 
avatarth0mastan
2022-11-16
$Visa(V)$ Credit cards are used every day to pay bills, purchase products online and in stores, and to pay for all types of services. However, many people do not fully understand how the payments are coordinated between a customer's credit card, the different banks involved, and the payment processor to allow for the quick and easy payment experience that we often take for granted. The Card Brands Visa and Mastercard, the two biggest card brands in the world, are actually better understood as credit card networks. These credit card networks facilitate a system of real-time authorization and funding transfers between merchants (businesses), customers (cardholders), and their respective banks (acquiring bank and issuing bank respectively). The Ca
avatarth0mastan
2022-11-14
$Alibaba(09988)$ Alibaba is set to release gross merchandise volume for Singles Day, the world's biggest annual shopping event. Chinese stocks have seen their share of headlines lately, but investors will be looking for big numbers from Alibaba on Singles Day Last year, Alibaba reported gross merchandise volume of $84.5 billion, up more than 8% from the year-ago period. But that was a sharp slowdown from 26% growth in 2020. Growth is expected to slow again this year, with Singles Day gross merchandise volume expected to come in between $75 billion and $77 billion. Recent Earnings In early August, Alibaba reported fiscal first-quarter revenue (https://www.investors.com/news/technology/baba-stock-jumps-second-quarter-
avatarth0mastan
2022-09-13
With the crypto hype last year, I would believe that many miners enter due to the lurch ofthe easy money. They might have also purchased the equipments at the peak. As demand starts to ease and prices falling, they do not have a choice but to continue and wait it out for the next recovery. Taking past historical trend as a guide, crypto peaked in 2017 before the more recent 2021 surge. It will take time for the price to stabilise and consolidate before the next bill run. 
A Bad Year for Crypto Is a Really Bad One for Crypto Miners
avatarth0mastan
2022-11-11
$Taiwan Semiconductor Manufacturing(TSM)$ The cyclical play might be out due to the easing of short term demand. However, semiconductors are definitely a key component for future growth. The demand will continue to grow and so is the overall pie. The moat that TSM has built up over the years is not easily dethroned given that it will require huge R&D and capital investment to build the foundaries. Another key aspect is the supply chain that associated the production and delivery of chips. The chart will give you an overview of the sheer domaince of thecompany.  @Daily_Discussion (11/11) @TigerStars @CaptainTiger @MillionaireTiger 
avatarth0mastan
2022-10-14
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Please continue to drop so I can add. While many has been preaching that rising interest rate is bad for REITs, IMO if you are investing in quality assets it will continue to be resilient and increase in value over time. The yield may be less attractive compared to bonds or fixed deposit which banks are offering since those products are relatively risk-free, value will definitely emerge when REITs correct to an attractive price investors to enter.
avatarth0mastan
2022-10-10
$SEA LTD(SE)$SE is in a unqiue market region if you compare it against $Grab Holdings(GRAB)$another dominant player in Southeast Asia. Both companies are able to capitalize on the rising affluence in the region and solve the problem of mobility or logistics.  I still strongly believe that whichever company that emerge as the winner in the region will have tremendous advantage in the years tocome. The key question now is whether these growth companies (not profitable) are able to grow and optimize their operations without additional funding. It would be a true test of the company management.
avatarth0mastan
2022-10-28
$NVIDIA Corp(NVDA)$When will I see the light at the end of the tunnel. This is really a medium to long term position. The hype for semiconductor industry has definitely peaked and start to retraced. It is still on the declining stage. Often there will be a consolidation phase before the next bull run, thelonger the prices consolidate the better it is.This allows investors to buy and accumulateshares at an average range to provide a verystrong support.  Once the share price breaks out, everyone will be making money and unlikely to have anyselling pressure to bring it down. @Daily_Discussion (28/10) @TigerStars @CaptainTiger @MillionaireTiger 
avatarth0mastan
2022-12-02
When a company continues to innovate, it goes to show how much runway it has. Getting into chips market isn't an easy feat and flyby night kind of commitment. The key is who will Amazon work with to manufacture the chips. $Taiwan Semiconductor Manufacturing(TSM)$  Taking on $Salesforce.com(CRM)$ could beone aspect but that might mean the company is going to be more self reliance. Knowing that Amazon culture is that they prefer to develop products in-house just like their internal video conference app Amazon Chime.
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avatarth0mastan
2022-11-10
$Grab Holdings(GRAB)$ My sense is that the decline is not over yet. As fundingcontinues to dry up, many of the cash burning companies need to tighten their belt. One best case scenario to see some exits ofmarket. IMO, there will be consolidation, be it Grab and Gojek.  In the short term, we will continue to see theshare price to face selling pressure. Keepingthis in check and hoping to scoop up some good deals at below $1. @Daily_Discussion (10/11) @TigerStars @CaptainTiger @MillionaireTiger
avatarth0mastan
2022-11-09
$Apple(AAPL)$  Just 13 non-financial companies in the S&P 500, including mainly tech giants like Apple (AAPL), ($Alphabet(GOOGL)$ ) and $Microsoft(MSFT)$ are sitting on cash and investments of more than a $1 trillion, says an Investor's Business Daily analysis of updated data from S&P Global Market Intelligence and MarketSmith. Apple alone last week reported sitting on $202.5 billion in cash and investments. That's 7.4% of all the S&P 500's cash. And it's up nearly 4% from 2021. And this week, Alphabet said it's holding $169.2 billion in cash and investments, up more than 7% from 2021. In comparison, Sing
avatarth0mastan
2022-11-17
$Tesla Motors(TSLA)$ New Twitter owner Elon Musk has pulled more than 50 of his trusted Tesla employees, mostly software engineers from the Autopilot team, into his Twitter takeover, CNBC has learned. According to internal records viewed by CNBC, employees from Musk's other companies are now authorized to work at Twitter, including more than 50 from Tesla, two from the Boring Company (which is building underground tunnels) and one from Neuralink (which is developing a brain-computer interface). Talent is the key in tech companies. While it may seems to be a bad move due to he brain drain from Tsla, it goes to show the quality for the engineers that Tsla is able to attract and hire. These engineers enjoy working
avatarth0mastan
2022-10-21
$Meituan(03690)$Chinese companies are trading very attractive valuation. Noticed many investing gurus or YouTubers have stopped sharing/ recommending Chinese stocks due to he huge backlash as those who bought into them are sitting on huge losses. Investing is more than just chasing the numbers and listening analysis by gurus, you needto understanding the business so that you have the conviction to hold even during timeslike this. This bullish call is at least 3-5 years horizon, short term wise it will continue to be choppy as investors exit from Chinese markets. 

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