$SHENG SIONG GROUP LTD(OV8.SI)$ chinese new year is around the corner, do see many retail shops building external camp to sell new years goods. Surge possibility? [Sly] [Sly]
$Grab Holdings(GRAB)$ Grab will go profitability in years to come. Diversifying from ride and delivery model to financial services. Financial services could be the final piece of the puzzle to make Grab departure to the Moon.. Macroeconomic situation is not at the bright side, but the light will eventually shine again, is just matters of time. Continue monitor global situation, slowly accumulating, Grab has potential to the Moon.
$NIO Inc.(NIO)$iBullishi still look bullish on NIO despite recently sell down to almost 40% from recent month high. Energy crisis continue as electric price is higher which could be short term sentiment. Delivery is getting better for NIO in comparison with their Chinese rival. NIO also getting expansion to Europe which boost their delivery as well. Next few quarter will be interesting to see how NIO actually perform.
$NIO Inc.(NIO)$New monthly delivery maintain and is better than other Chinese EV peers. Upcoming QR expected to be not optimistic due to earlier poor delivery performance. With more opening globally, and hope Shanghai no more lock down, things definitely will be better.
There is no doubt both brands are premium, luxury and well positioned themselves. Both are also the market leaders most innovated within their own sectors. I do not think Tesla will exceed Apple markets cap if Tesla is just doing what they are doing right now. What I believe Tesla is lacking behind is the entire ecosystem for an individual. Just like Apple can launch a new product (Intelligent Vehicle) to integrate to the existing ecosystem that Apple has built. On the other hands, Tesla required to build the whole ecosystem that is not existed yet. Tesla will not exceed Apple market cap by just doing what they are doing, they need to innovate and jump out from the box, and i believe they has the capability to do it. [Cool] [Cool]