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avatarshunyan
2022-02-23
$Grab Holdings(GRAB)$fyi CLSA initiates on Grab with SELL and TP US$4.76
avatarshunyan
2022-03-23
If you look into the 4Q results only, online ads revenue fell 13% yoy, worse than market expectations of -5% yoy. Opex is also worse than expected. 4Q results is disasterous. Prosus (Tencent proxy) is already down 5%. Tmr 700 HK is going to fall too, outlook for Tencent looks very challenging compared to other tech names...
Tencent‘s Revenue Increased by 16% to RMB560.1 Billion in 2021,while Its Profit Increased by 41% to RMB224.8 Billion
avatarshunyan
2023-08-25
$Sea Ltd(SE)$ where the ppl that keep saying want to buy SEA? Can buy more and support the price?
avatarshunyan
02-20
$XPeng Inc.(XPEV)$  Company once again delivers less cars versus industry. Really don't understand why CNY period $Li Auto(LI)$  can deliver 3k cars yet Xpeng only deliver 100... 100 cars u might as well go bankrupt... No economies of scale...
avatarshunyan
08-21
$Vipshop(VIPS)$ Management guided 3Q revenue to decline 5-10% YoY versus consensus expectation of flat YoY. Company has seen declining GMV over past few quarters which reflect slowdown in China e-commerce
avatarshunyan
08-06
$NVIDIA Corp(NVDA)$   bought after US Markit PMI and ahead of ISM Services data. Data shows US recession risk might not be that bad, let's see. Short term day trade 10% I'll take it first
avatarshunyan
08-02
$Intel(INTC)$  sheet will always be sheet
avatarshunyan
2023-09-01
$Sea Ltd(SE)$ so much optimism at open, now drop so much. What a joke...

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